PlanOptica
Retirement plan

MEDIVATION 401(K) PLAN

PFIZER INC.EIN 13-5315170Plan #026PY 2017
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PFIZER INC., 100 ROUTE 206 NORTH - PEAPACK, NJ 07977908-901-8000pfizer.comLinkedIn10001+ employeespharmaceuticals
Other plans on this EIN
9 filings
#001Retirement-$14.00B assets#002Retirement-$13.31B assets#023Retirement-$985.3M assets#019Retirement-$136.4M assets#017Retirement-$42.0M assets#027Retirement-$1.1M assets#021Retirement-$442K assets#025Retirement--#012Retirement--
Prospect flagsHigh fees

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(908) 901-8000
Plan administrator signer
STEPHEN PENNACCHIO
Signed 10/11/2018
Plan administrator entity
THE SAVINGS PLAN COMMITTEE
EIN 135315170
100 ROUTE 206 NORTH · PEAPACK, NJ 07977
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Summary metrics

Total assets (EOY)
$49.1M
No prior year
Total participants
550
No prior year
Average account balance
$94,315
No prior year
Annual return
18.94%
+112.43 pp from 2018

Benchmarks

See 1,975 peers
Peer group
Industry32 - Manufacturing
Plan typeDefined contribution
Participants100-249
Cohort1,975 peers
Snapshot2017
Participant deferral / active EE
$29,601
median $2,431
Employer contribution / active EE
$11,683
median $1,051
Participation rate
87.8%
median 80.2%
Avg account balance
$94,315
median $50,606
Admin fee / account holder
$317
median $83
Annual return
18.94%
median 16.30%
Overall peer rank
71st 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

Top 3 by compensation
ProviderService typeCompensation
EMPOWER RETIREMENT ADVISORY SERVICE1+ years
Service code 28
8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111
Investment Management
$84,779
GLOBAL RETIREMENT PARTNERS LLC1+ years
Service code 27
4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903
Advisory (Plan)
$50,000
GREAT-WEST LIFE & ANNUITY INSURANCE1+ years
Service code 64
8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111
Recordkeeping Fees
$30,364

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.

Open the filing PDF

Plan features & details

Pension benefit codes2E2F2G2J2K2T3D3H
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.
  • 2K
    Code section 401(m) arrangement
    Employee 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.
  • 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.
  • 3H
    Controlled group member
    Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped
  • OpportunityHigh fees

    Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II
Admin total
$165K
$697 / participant
  • Contract admin$165K100.0%
% of EOY assets
0.336%
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
KPMG LLC
Auditor EIN
135565207
Audit fees
(not subdivided)
Opinion code
Disclaimer