Retirement plan

TAYLOR CREATIVE INC. 401 K PROFIT SHARING PLAN TRUST

Name: TAYLOR CREATIVE INC - TAYLOR CREATIVE INC. 401 K PROFIT SHARING PLAN TRUST (2016) Form 5500
Creator: TAYLOR CREATIVE INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TAYLOR CREATIVE INC. 401 K PROFIT SHARING PLAN TRUST, TAYLOR CREATIVE INC

TAYLOR CREATIVE INCEIN 01-0569452Plan #001PY 2016

150 W 28TH ST STE 1001 - NEW YORK, NY 100016180917-613-7375taylorcreativeinc.comLinkedIn51-200 employeesevents services

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$2.4M

+27.6% from 2015

Total participants

110

+15.8% from 2015

Average account balance

$24,842

+11.6% from 2015

Annual return

4.98%

+4.15 pp from 2015

Benchmarks

See 3,383 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants25-99

Cohort3,383 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.65M

Not enough data

1 years with asset history on file

Average account balance

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

$39K

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.

170

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.

57.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$971K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+10.96%

Not enough data

1 years with return on file

Admin fee / account holder

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

$62

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 codes2E2F2G2J2T3D3H

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.
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

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$5K

$74 / participant

Other / not subdivided$5K100.0%

% of EOY assets

0.227%

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

$24,842

$56,054-55.7%

$171,082-85.5%

$62,881-60.5%

Participation rate

80.8%

62.9%+17.9pp

76.7%+4.1pp

69.3%+11.5pp

Annual return

4.98%

22.52%-17.5pp

32.56%-27.6pp

20.14%-15.2pp

Employer contribution / active EE

$2,288

$1,731+32.2%

$4,002-42.8%

$2,281+0.3%

Participant deferral / active EE

$3,571

$3,158+13.1%

$4,797-25.6%

$3,203+11.5%

Admin fee / account holder

$56

$3,647-98.5%

$8,520-99.3%

$4,296-98.7%

TAYLOR CREATIVE INC. 401 K PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TAYLOR CREATIVE INC. 401 K PROFIT SHARING PLAN TRUST

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