Retirement plan

COMFORT KEEPERS 401K SAVINGS PLAN

Name: HAFLER CORP. DBA COMFORT KEEPERS - COMFORT KEEPERS 401K SAVINGS PLAN (2016) Form 5500
Creator: HAFLER CORP. DBA COMFORT KEEPERS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COMFORT KEEPERS 401K SAVINGS PLAN, HAFLER CORP. DBA COMFORT KEEPERS

HAFLER CORP. DBA COMFORT KEEPERSEIN 45-2711279Plan #001PY 2016

1163 PITTSFORD VICTOR RD - PITTSFORD, NY 14534585-249-0100

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$335K

No prior year

Total participants

No prior year

Average account balance

$19,713

No prior year

Annual return

13.19%

No prior year

Benchmarks

See 17,769 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort17,769 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$45K

Not enough data

1 years with asset history on file

Average account balance

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

$15K

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.

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.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+9.07%

Not enough data

1 years with return on file

Admin fee / account holder

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

$22

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

0 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 codes2E2F2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$2K

$34 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.499%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$19,713

$77,638-74.6%

$156,551-87.4%

$62,881-68.7%

Participation rate

24.5%

71.2%-46.7pp

84.0%-59.5pp

69.3%-44.8pp

Annual return

13.19%

50.33%-37.1pp

32.23%-19.0pp

20.14%-7.0pp

Employer contribution / active EE

$455

$3,444-86.8%

$5,501-91.7%

$2,281-80.1%

Participant deferral / active EE

$1,275

$3,046-58.1%

$4,871-73.8%

$3,203-60.2%

Admin fee / account holder

$98

$5,561-98.2%

$13,028-99.2%

$4,296-97.7%

COMFORT KEEPERS 401K SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COMFORT KEEPERS 401K 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