Retirement plan

ILEANA RIVERA PROFIT SHARING PLAN

Name: ILEANA RIVERA ( CITY MARSHAL) - ILEANA RIVERA PROFIT SHARING PLAN (2016) Form 5500
Creator: ILEANA RIVERA ( CITY MARSHAL)
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ILEANA RIVERA PROFIT SHARING PLAN, ILEANA RIVERA ( CITY MARSHAL)

ILEANA RIVERA ( CITY MARSHAL)EIN 74-3174965Plan #001PY 2016

6726 11TH AVE - BROOKLYN, NY 112195903

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$226K

-26.9% from 2015

Total participants

0.0% from 2015

Average account balance

$45,182

+2.3% from 2015

Annual return

-49.10%

-22.59 pp from 2015

Benchmarks

See 310 peers

Peer group

Industry92 - Public Administration

Plan typeDefined contribution

Participants<25

Cohort310 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$714K

Not enough data

1 years with asset history on file

Average account balance

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

$143K

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

$84K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+13.43%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6518

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 codes2E2J3D

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.
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

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

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

$45,182

$52,379-13.7%

$46,225-2.3%

$273,970-83.5%

Participation rate

71.4%

84.0%-12.5pp

79.5%-8.1pp

83.0%-11.6pp

Annual return

-49.10%

7.23%-56.3pp

7.57%-56.7pp

41.46%-90.6pp

Employer contribution / active EE

$9,799

$4,226+131.9%

$3,424+186.2%

$4,869+101.3%

Participant deferral / active EE

$4,660-100.0%

$3,776-100.0%

$5,287-100.0%

Admin fee / account holder

$4,652-100.0%

$3,519-100.0%

$10,132-100.0%

ILEANA RIVERA PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ILEANA RIVERA 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