Retirement plan

ZACHARY SHUSTER HARMSWORTH, LLC 401(K) PLAN

Name: ZACHARY SHUSTER HARMSWORTH, LLC - ZACHARY SHUSTER HARMSWORTH, LLC 401(K) PLAN (2020) Form 5500
Creator: ZACHARY SHUSTER HARMSWORTH, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ZACHARY SHUSTER HARMSWORTH, LLC 401(K) PLAN, ZACHARY SHUSTER HARMSWORTH, LLC

ZACHARY SHUSTER HARMSWORTH, LLCEIN 04-3304168Plan #001PY 2020

19 WEST 21ST STREET, SUITE 501 - NEW YORK, NY 10010212-765-6900

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$404K

+10.7% from 2019

Total participants

-33.3% from 2019

Average account balance

$201,892

+66.1% from 2019

Annual return

12.98%

-5.67 pp from 2019

Benchmarks

See 7,661 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort7,661 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$683K

Not enough data

1 years with asset history on file

Average account balance

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

$341K

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.

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.

200.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$45K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$45K

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

+9.94%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

0 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 codes2E2F2J3D

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).
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.
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

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

$51K

$50665 / participant

Other / not subdivided$51K100.0%

% of EOY assets

12.548%

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

$201,892

$176,402+14.4%

$134,162+50.5%

$158,982+27.0%

Participation rate

100.0%

78.7%+21.3pp

72.2%+27.8pp

82.0%+18.0pp

Annual return

12.98%

63.66%-50.7pp

36.35%-23.4pp

302.99%-290.0pp

Employer contribution / active EE

$16,398

$5,042+225.2%

$3,705+342.6%

$4,763+244.3%

Participant deferral / active EE

$26,000

$4,093+535.3%

$3,500+642.9%

$5,983+334.5%

Admin fee / account holder

$25,333

$8,719+190.5%

$6,685+278.9%

$11,252+125.1%

ZACHARY SHUSTER HARMSWORTH, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ZACHARY SHUSTER HARMSWORTH, LLC 401(K) 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