Retirement plan

WESTCHESTER AFF PHARMACY GROUP 401K PLAN

Name: WESTCHESTER AFF PHARMACY GROUP - WESTCHESTER AFF PHARMACY GROUP 401K PLAN (2017) Form 5500
Creator: WESTCHESTER AFF PHARMACY GROUP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WESTCHESTER AFF PHARMACY GROUP 401K PLAN, WESTCHESTER AFF PHARMACY GROUP

WESTCHESTER AFF PHARMACY GROUPEIN 90-0216330Plan #001PY 2017

640 TUCKAHOE ROAD - YONKERS, NY 10710914-779-5133

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$7.1M

+33.9% from 2016

Total participants

+4.2% from 2016

Average account balance

$141,244

+28.6% from 2016

Annual return

26.16%

+17.62 pp from 2016

Benchmarks

See 7,912 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort7,912 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$14.10M

Not enough data

1 years with asset history on file

Average account balance

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

$294K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$407K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+17.81%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6340

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 codes2E2F2G2J3B3D

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.
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

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$1K

$34 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.019%

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

$141,244

$53,128+165.9%

$86,582+63.1%

$70,126+101.4%

Participation rate

100.0%

65.3%+34.7pp

73.5%+26.5pp

69.5%+30.5pp

Annual return

26.16%

27.66%-1.5pp

965.08%-938.9pp

73.15%-47.0pp

Employer contribution / active EE

$3,432

$2,068+66.0%

$2,839+20.9%

$2,343+46.5%

Participant deferral / active EE

$6,808

$2,695+152.6%

$3,609+88.7%

$3,332+104.3%

Admin fee / account holder

$27

$3,584-99.3%

$4,904-99.5%

$4,645-99.4%

WESTCHESTER AFF PHARMACY GROUP 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WESTCHESTER AFF PHARMACY GROUP 401K 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