Retirement plan

RAMSAY 401(K) PLAN

Name: CONSUMER ADVOCATE ADJUSTMENT LLC - RAMSAY 401(K) PLAN (2017) Form 5500
Creator: CONSUMER ADVOCATE ADJUSTMENT LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RAMSAY 401(K) PLAN, CONSUMER ADVOCATE ADJUSTMENT LLC

CONSUMER ADVOCATE ADJUSTMENT LLCEIN 46-4755696Plan #001PY 2017

244 ELTON ADELPHIA ROAD - FREEHOLD, NJ 07728732-598-3048

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$387K

+30.0% from 2016

Total participants

No prior year

Average account balance

$386,868

No prior year

Annual return

30.03%

+1.86 pp from 2016

Benchmarks

See 141 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Cohort141 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$543K

Not enough data

1 years with asset history on file

Average account balance

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

$543K

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.

100.0%

Not enough data

1 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

+29.76%

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 codes2E2J3B3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$386,868

$266,879+45.0%

$149,721+158.4%

Participation rate

0.0%

82.4%-82.4pp

87.1%-87.1pp

Annual return

30.03%

8.05%+22.0pp

1501.67%-1471.6pp

Employer contribution / active EE

$3,117-100.0%

$5,444-100.0%

Participant deferral / active EE

$4,642-100.0%

$6,568-100.0%

Admin fee / account holder

$11,107-100.0%

$11,282-100.0%

RAMSAY 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

RAMSAY 401(K) 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