Retirement plan

TAYLOR CREATIVE INC 401(K) PROFIT SHARING PLAN & TRUST

Name: TAYLOR CREATIVE INC - TAYLOR CREATIVE INC 401(K) PROFIT SHARING PLAN & TRUST (2018) 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 2018

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)

$3.6M

+8.1% from 2017

Total participants

171

+15.5% from 2017

Average account balance

$23,236

-23.1% from 2017

Annual return

-13.92%

-34.74 pp from 2017

Benchmarks

See 957 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants100-249

Cohort957 peers

Snapshot2018

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

$543

$5 / participant

Contract admin$543100.0%

% of EOY assets

0.015%

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: RAICH ENDE MALTER & CO. LLP
Auditor EIN: 112336434
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$23,236

$48,576-52.2%

$169,452-86.3%

$56,289-58.7%

Participation rate

86.1%

65.8%+20.3pp

77.8%+8.3pp

69.9%+16.3pp

Annual return

-13.92%

-2.51%-11.4pp

1.83%-15.8pp

-9.96%-4.0pp

Employer contribution / active EE

$2,437

$1,559+56.3%

$4,157-41.4%

$2,111+15.5%

Participant deferral / active EE

$3,288

$3,275+0.4%

$5,277-37.7%

$3,350-1.8%

Admin fee / account holder

$435-99.2%

$9,110-100.0%

$521-99.3%

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