Retirement plan

AVIVA FAMILY AND CHILDREN'S SERVICES 403(B)

Name: HAMBURGER HOME D.B.A. AVIVA FAMILY AND CHILDREN'S SERVICES - AVIVA FAMILY AND CHILDREN'S SERVICES 403(B) (2016) Form 5500
Creator: HAMBURGER HOME D.B.A. AVIVA FAMILY AND CHILDREN'S SERVICES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AVIVA FAMILY AND CHILDREN'S SERVICES 403(B), HAMBURGER HOME D.B.A. AVIVA FAMILY AND CHILDREN'S SERVICES

HAMBURGER HOME D.B.A. AVIVA FAMILY AND CHILDREN'S SERVICESEIN 95-1693616Plan #002PY 2016

7120 FRANKLIN AVE - LOS ANGELES, CA 900463002323-876-0550

Other plans on this EIN

1 filing

#001Retirement--

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$1M

No prior year

Total participants

256

No prior year

Average account balance

$5,387

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 5,140 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,140 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.39M

Not enough data

1 years with asset history on file

Average account balance

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

$27K

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.

275

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.

81.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$723K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+15.06%

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

1 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 codes2F2G2M2S2T3D

Plan features

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.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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 assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$373

$2 / participant

Contract admin$373100.0%

% of EOY assets

0.036%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: PENSION ASSURANCE LLP
Auditor EIN: 300840934
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$5,387

$46,732-88.5%

$156,551-96.6%

$55,167-90.2%

Participation rate

74.7%

65.8%+8.9pp

84.0%-9.3pp

69.0%+5.7pp

Annual return

0.00%

17.72%-17.7pp

32.23%-32.2pp

169.23%-169.2pp

Employer contribution / active EE

$418

$2,105-80.2%

$5,501-92.4%

$1,963-78.7%

Participant deferral / active EE

$702

$2,204-68.1%

$4,871-85.6%

$3,054-77.0%

Admin fee / account holder

$418-99.5%

$13,028-100.0%

$504-99.6%

AVIVA FAMILY AND CHILDREN'S SERVICES 403(B)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AVIVA FAMILY AND CHILDREN'S SERVICES 403(B)

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