Retirement plan

EDGEHILL ENDOWMENT PARTNERS 401(K) PROFIT SHARING PLAN

Name: EDGEHILL ENDOWMENT PARTNERS, LLC - EDGEHILL ENDOWMENT PARTNERS 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: EDGEHILL ENDOWMENT PARTNERS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EDGEHILL ENDOWMENT PARTNERS 401(K) PROFIT SHARING PLAN, EDGEHILL ENDOWMENT PARTNERS, LLC

EDGEHILL ENDOWMENT PARTNERS, LLCEIN 46-3704538Plan #001PY 2018

205 WHITNEY, AVE.,, SUITE 201 - NEW HAVEN, CT 065113798203-654-3553edgehillendowment.comLinkedIn11-50 employeesinvestment management

Prospect flagsLow returnsLow fidelity bond

How to read this page

Total assets (EOY)

$384K

+34.5% from 2017

Total participants

+20.0% from 2017

Average account balance

$38,384

+21.0% from 2017

Annual return

-13.45%

-40.75 pp from 2017

Benchmarks

See 31,466 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort31,466 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

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

Not enough data

0 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

+1.18%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E3D2G2J2F2T

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$38,384

$160,059-76.0%

$140,019-72.6%

$135,379-71.6%

Participation rate

80.0%

88.5%-8.5pp

87.5%-7.5pp

82.6%-2.6pp

Annual return

-13.45%

911.44%-924.9pp

651.15%-664.6pp

519.79%-533.2pp

Employer contribution / active EE

$4,530

$6,420-29.4%

$5,605-19.2%

$4,779-5.2%

Participant deferral / active EE

$9,151

$7,641+19.8%

$6,927+32.1%

$5,609+63.2%

Admin fee / account holder

$13,328-100.0%

$10,705-100.0%

$10,828-100.0%

EDGEHILL ENDOWMENT PARTNERS 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

EDGEHILL ENDOWMENT PARTNERS 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion