Retirement plan

HUMANE SOCIETY OF CARROLL COUNTY, INC. P/S 401(K) PLAN

Name: HUMANE SOCIETY OF CARROLL COUNTY, INC. - HUMANE SOCIETY OF CARROLL COUNTY, INC. P/S 401(K) PLAN (2019) Form 5500
Creator: HUMANE SOCIETY OF CARROLL COUNTY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HUMANE SOCIETY OF CARROLL COUNTY, INC. P/S 401(K) PLAN, HUMANE SOCIETY OF CARROLL COUNTY, INC.

HUMANE SOCIETY OF CARROLL COUNTY, INC.EIN 52-0689149Plan #001PY 2019

2517 LITTLESTOWN PIKE - WESTMINSTER, MD 21158410-875-5379LinkedIn1-10 employees

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$1.2M

+14.8% from 2018

Total participants

+30.8% from 2018

Average account balance

$70,632

-12.2% from 2018

Annual return

5.00%

-0.75 pp from 2018

Benchmarks

See 5,379 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants<25

Cohort5,379 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$779K

Not enough data

1 years with asset history on file

Average account balance

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

$37K

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

$99K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+10.38%

Not enough data

1 years with return on file

Admin fee / account holder

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

$712

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 codes2E2F2G2J3E

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.
3E
One-participant plan combining with another plan
A one-participant plan that satisfies minimum coverage requirements of section 410(b) only when combined with another plan of the employer.

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$626

$37 / participant

Other / not subdivided$626100.0%

% of EOY assets

0.052%

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

$70,632

$142,426-50.4%

$115,167-38.7%

$152,909-53.8%

Participation rate

100.0%

82.4%+17.6pp

75.9%+24.1pp

82.5%+17.5pp

Annual return

5.00%

41.48%-36.5pp

35.60%-30.6pp

345.46%-340.5pp

Employer contribution / active EE

$2,581

$4,011-35.6%

$3,179-18.8%

$4,764-45.8%

Participant deferral / active EE

$3,465

$5,165-32.9%

$4,169-16.9%

$5,851-40.8%

Admin fee / account holder

$37

$8,464-99.6%

$7,089-99.5%

$11,601-99.7%

HUMANE SOCIETY OF CARROLL COUNTY, INC. P/S 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HUMANE SOCIETY OF CARROLL COUNTY, INC. P/S 401(K) 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