Retirement plan

EDVICE RETIREMENT PLAN 401K STEPHEN E LEMENAGER TRUSTEE U/A DTD 12/31/2007

Name: STEPHEN LEMENAGER - EDVICE RETIREMENT PLAN 401K STEPHEN E LEMENAGER TRUSTEE U/A DTD 12/31/2007 (2021) Form 5500
Creator: STEPHEN LEMENAGER
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EDVICE RETIREMENT PLAN 401K STEPHEN E LEMENAGER TRUSTEE U/A DTD 12/31/2007, STEPHEN LEMENAGER

STEPHEN LEMENAGEREIN 47-4675249Plan #001PY 2021

40 NORTH MAIN STREET - PENNINGTON, NJ 08534609-924-4595

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.8M

+28.7% from 2020

Total participants

0.0% from 2020

Average account balance

No prior year

Annual return

24.01%

+7.33 pp from 2020

Benchmarks

See 6,475 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort6,475 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.14M

Not enough data

1 years with asset history on file

Average account balance

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

$2.1M

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

0 years with headcount on file

Eligible Participants and Participation

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

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$74K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$74K

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

+18.77%

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 codes2J

Plan features

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

$22K

$22162 / participant

Other / not subdivided$22K100.0%

% of EOY assets

1.263%

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

$84,713-100.0%

$75,717-100.0%

$167,518-100.0%

Participation rate

0.0%

77.8%-77.8pp

74.8%-74.8pp

82.1%-82.1pp

Annual return

24.01%

199.49%-175.5pp

104.58%-80.6pp

478.71%-454.7pp

Employer contribution / active EE

$37,500

$3,229+1061.2%

$2,743+1267.2%

$4,838+675.0%

Participant deferral / active EE

$26,000

$4,578+467.9%

$3,821+580.5%

$6,342+310.0%

Admin fee / account holder

$5,357-100.0%

$3,619-100.0%

$12,312-100.0%

EDVICE RETIREMENT PLAN 401K STEPHEN E LEMENAGER TRUSTEE U/A DTD 12/31/2007

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EDVICE RETIREMENT PLAN 401K STEPHEN E LEMENAGER TRUSTEE U/A DTD 12/31/2007

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