Retirement plan

THE LESTER M. AND SALLY ENTIN FOUNDATION 401 (K) PROFIT SHARING PLAN

Name: LESTER M & SALLY ENTIN FOUNDATION - THE LESTER M. AND SALLY ENTIN FOUNDATION 401 (K) PROFIT SHARING PLAN (2017) Form 5500
Creator: LESTER M & SALLY ENTIN FOUNDATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE LESTER M. AND SALLY ENTIN FOUNDATION 401 (K) PROFIT SHARING PLAN, LESTER M & SALLY ENTIN FOUNDATION

LESTER M & SALLY ENTIN FOUNDATIONEIN 65-0758118Plan #001PY 2017

POST OFFICE BOX 1700 - LIVINGSTON, NJ 07039973-773-1010

Prospect flagsHigh feesLow participationHigh assets / participant

How to read this page

Total assets (EOY)

$817K

+24.1% from 2016

Total participants

0.0% from 2016

Average account balance

$408,483

+24.1% from 2016

Annual return

15.30%

+8.25 pp from 2016

Benchmarks

See 32,058 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort32,058 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.43M

Not enough data

1 years with asset history on file

Average account balance

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

$1.2M

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.

66.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$78K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$26K

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

+19.45%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2474

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 codes2E2G2J2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

3 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$3K

$936 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.344%

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

$408,483

$99,011+312.6%

$86,582+371.8%

$147,586+176.8%

Participation rate

66.7%

76.3%-9.7pp

73.5%-6.9pp

82.8%-16.2pp

Annual return

15.30%

1312.75%-1297.5pp

965.08%-949.8pp

578.59%-563.3pp

Employer contribution / active EE

$3,333

$3,132+6.4%

$2,839+17.4%

$4,876-31.6%

Participant deferral / active EE

$16,000

$3,972+302.8%

$3,609+343.4%

$5,439+194.2%

Admin fee / account holder

$1,404

$5,709-75.4%

$4,904-71.4%

$10,886-87.1%

THE LESTER M. AND SALLY ENTIN FOUNDATION 401 (K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE LESTER M. AND SALLY ENTIN FOUNDATION 401 (K) PROFIT SHARING 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