Retirement plan

EVERCORE PARTNERS SERVICES EAST, LLC RETIREMENT PLAN

Name: EVERCORE PARTNERS SERVICES EAST, LLC - EVERCORE PARTNERS SERVICES EAST, LLC RETIREMENT PLAN (2021) Form 5500
Creator: EVERCORE PARTNERS SERVICES EAST, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EVERCORE PARTNERS SERVICES EAST, LLC RETIREMENT PLAN, EVERCORE PARTNERS SERVICES EAST, LLC

EVERCORE PARTNERS SERVICES EAST, LLCEIN 01-0552543Plan #001PY 2021

55 E 52ND ST, FLOOR 38 - NEW YORK, NY 10055212-857-3100

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$241.2M

-19.4% from 2016

Total participants

2,127

-9.9% from 2016

Average account balance

$132,079

-6.0% from 2016

Annual return

22.64%

-7.61 pp from 2016

Benchmarks

See 543 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants1,000-4,999

Cohort543 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$355.08M

Not enough data

1 years with asset history on file

Average account balance

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

$152K

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.

2,340

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.

87.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$32.55M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+20.40%

Not enough data

1 years with return on file

Admin fee / account holder

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

$24

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

Top 2 by compensation

Provider	Service type	Compensation
EISNERAMPER LLP1 year Service code 10 · EIN 87-1363769	Accounting	$12,802
FIDELITY INVESTMENTS INSTITUTIONAL7+ years Service code 37 · EIN 04-2647786	Loan Processing	-$11,490

Plan features & details

Pension benefit codes2E2F2G2J2T3D2R

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$1K

$1 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.001%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: EISNERAMPER LLP
Auditor EIN: 131639826
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$132,079

$118,337+11.6%

$189,534-30.3%

$93,010+42.0%

Participation rate

79.7%

89.1%-9.4pp

87.8%-8.1pp

73.9%+5.8pp

Annual return

22.64%

21.77%+0.9pp

555.39%-532.8pp

158.70%-136.1pp

Employer contribution / active EE

$1,477

$4,204-64.9%

$6,162-76.0%

$2,705-45.4%

Participant deferral / active EE

$13,684

$7,123+92.1%

$8,220+66.5%

$4,561+200.0%

Admin fee / account holder

$100-99.3%

$12,049-100.0%

$152-99.5%

Provider

Service type

Compensation

EISNERAMPER LLP1 year

Service code 10 · EIN 87-1363769

Accounting

$12,802

FIDELITY INVESTMENTS INSTITUTIONAL7+ years

Service code 37 · EIN 04-2647786

Loan Processing

-$11,490

EVERCORE PARTNERS SERVICES EAST, LLC RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EVERCORE PARTNERS SERVICES EAST, LLC RETIREMENT 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