Retirement plan

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

Name: TAYLOR CREATIVE INC - TAYLOR CREATIVE INC 401(K) PROFIT SHARING PLAN & TRUST (2020) 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 2020

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)

$3.7M

-26.5% from 2019

Total participants

164

-29.3% from 2019

Average account balance

$23,417

-11.3% from 2019

Annual return

4.93%

-19.17 pp from 2019

Benchmarks

See 3,715 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants25-99

Cohort3,715 peers

Snapshot2020

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

$92 / participant

Contract admin$5K100.0%

% of EOY assets

0.120%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

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

Metric

This plan

Peer set

Industry

Size

Avg account balance

$23,417

$72,027-67.5%

$185,835-87.4%

$79,852-70.7%

Participation rate

91.8%

65.8%+26.1pp

78.0%+13.8pp

69.6%+22.2pp

Annual return

4.93%

23.13%-18.2pp

35.96%-31.0pp

31.72%-26.8pp

Employer contribution / active EE

$2,435

$1,965+23.9%

$4,087-40.4%

$2,471-1.5%

Participant deferral / active EE

$2,406

$3,780-36.3%

$5,633-57.3%

$3,740-35.7%

Admin fee / account holder

$28

$4,513-99.4%

$9,502-99.7%

$5,306-99.5%

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