Retirement plan

ACCIDENT FUND HOLDINGS, INC. REPRESENTED EMPLOYEES' SAVINGS PLAN

Name: ACCIDENT FUND HOLDINGS, INC. - ACCIDENT FUND HOLDINGS, INC. REPRESENTED EMPLOYEES' SAVINGS PLAN (2017) Form 5500
Creator: ACCIDENT FUND HOLDINGS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ACCIDENT FUND HOLDINGS, INC. REPRESENTED EMPLOYEES' SAVINGS PLAN, ACCIDENT FUND HOLDINGS, INC.

ACCIDENT FUND HOLDINGS, INC.EIN 38-3207001Plan #002PY 2017

200 N GRAND AVE - LANSING, MI 48933313-225-9000LinkedIn1001-5000 employees

Other plans on this EIN

1 filing

#001Retirement-$160.1M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$15.2M

+20.5% from 2016

Total participants

288

+7.1% from 2016

Average account balance

$56,367

+12.0% from 2016

Annual return

17.30%

+17.30 pp from 2016

Benchmarks

See 1,453 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants250-999

Cohort1,453 peers

Snapshot2017

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$26.44M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$60K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

444

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

97.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.30M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+12.21%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$46

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2G2J2E

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$15K

$54 / participant

Other / not subdivided$15K100.0%

% of EOY assets

0.097%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: GEORGE JOHNSON AND COMPANY
Auditor EIN: 382029668
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$56,367

$81,537-30.9%

$149,721-62.4%

$69,631-19.0%

Participation rate

93.4%

86.1%+7.2pp

87.1%+6.3pp

70.7%+22.7pp

Annual return

17.30%

22.79%-5.5pp

1501.67%-1484.4pp

27571.02%-27553.7pp

Employer contribution / active EE

$1,175

$3,239-63.7%

$5,444-78.4%

$2,032-42.2%

Participant deferral / active EE

$2,864

$4,994-42.7%

$6,568-56.4%

$3,224-11.2%

Admin fee / account holder

$55

$107-49.0%

$11,282-99.5%

$110-50.6%

ACCIDENT FUND HOLDINGS, INC. REPRESENTED EMPLOYEES' SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ACCIDENT FUND HOLDINGS, INC. REPRESENTED EMPLOYEES' SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion