Retirement plan

CURTIS GINSBERG ARCHITECTS LLP 401(K) PLAN

Name: CURTIS GINSBERG ARCHITECTS LLP - CURTIS GINSBERG ARCHITECTS LLP 401(K) PLAN (2018) Form 5500
Creator: CURTIS GINSBERG ARCHITECTS LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CURTIS GINSBERG ARCHITECTS LLP 401(K) PLAN, CURTIS GINSBERG ARCHITECTS LLP

CURTIS GINSBERG ARCHITECTS LLPEIN 06-1305071Plan #001PY 2018

299 BROADWAY - NEW YORK, NY 10007212-929-4417cplusga.comLinkedIn11-50 employeesarchitecture & planning

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.4M

+7.7% from 2017

Total participants

+7.5% from 2017

Average account balance

$32,924

-17.4% from 2017

Annual return

-7.71%

-24.40 pp from 2017

Benchmarks

See 25,535 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort25,535 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.72M

Not enough data

1 years with asset history on file

Average account balance

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

$105K

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.

109.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$571K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+25.07%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1387

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

$29K

$1045 / participant

Other / not subdivided$29K100.0%

% of EOY assets

2.067%

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

$32,924

$77,817-57.7%

$123,553-73.4%

$64,173-48.7%

Participation rate

100.0%

74.7%+25.3pp

82.3%+17.7pp

69.6%+30.4pp

Annual return

-7.71%

12.49%-20.2pp

119.21%-126.9pp

7.63%-15.3pp

Employer contribution / active EE

$3,192

$3,014+5.9%

$4,628-31.0%

$2,381+34.1%

Participant deferral / active EE

$5,083

$5,240-3.0%

$6,426-20.9%

$3,470+46.5%

Admin fee / account holder

$681

$5,519-87.7%

$9,284-92.7%

$4,887-86.1%

CURTIS GINSBERG ARCHITECTS LLP 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CURTIS GINSBERG ARCHITECTS LLP 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