Retirement plan
THERADOC, INC. 401(K) PLAN
PFIZER INC.EIN 13-5315170Plan #024PY 2015
ATTN US BENEFITS, 100 ROUTE 206N - PEAPACK, NJ 07977908-901-6919pfizer.comLinkedIn10001+ employeespharmaceuticals
Prospect flagsHigh feesWind-down / frozen
Filing contacts
From the Form 5500, federal recordPlan administrator entity
SAVINGS PLAN COMMITTEE PFIZER INC.
EIN 132875255
Summary metrics
Total assets (EOY)
$922K
No prior year
Total participants
22
No prior year
Average account balance
$41,903
No prior year
Annual return
-2.00%
-2.20 pp from 2016
Benchmarks
Peer group
Industry32 - Manufacturing
Plan typeDefined contribution
Participants<25
Cohort7,038 peers
Snapshot2015
0
Participant deferral / active EE
$0
median $2,748
0
Employer contribution / active EE
$0
median $1,366
0
Participation rate
0.0%
median 87.5%
40
Avg account balance
$41,903
median $49,982
8
Admin fee / account holder
$16,973
median $670
36
Annual return
-2.00%
median -1.28%
Overall peer rank
28of 100
28th percentileavg across 6 metrics
Analytics
Less than 3 years of history available for this plan
We'll show a chart here once at least 3 consecutive filings are on record.
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.
Top hat statement on fileNQDC
Filed July 27, 2011 (most recent of 5 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
Plan features & details
Pension benefit codes2A2E2F2G2J2K3D
Plan features
- 2AAge/service weighted or new comparability planAge/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
- 2EProfit-sharingProfit-sharing plan.
- 2FERISA section 404(c) planThis plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
- 2GTotal participant-directed account planParticipants 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.
- 2JCode section 401(k) featureCash 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.
- 2KCode section 401(m) arrangementEmployee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
- 3DPre-approved pension planA master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
Opportunity flags
2 tripped
- OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
- InformationalWind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Expense breakdown
Schedule H Part II
Admin total
$373K
- Other / not subdivided$373K100.0%
% of EOY assets
40.506%
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
- -