Retirement plan

CURTIS GINSBERG ARCHITECTS LLP 401(K) PLAN

Name: CURTIS GINSBERG ARCHITECTS LLP - CURTIS GINSBERG ARCHITECTS LLP 401(K) PLAN (2020) 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 2020

55 BROAD STREET, FL 8 - NEW YORK, NY 10004212-929-4417cplusga.comLinkedIn11-50 employeesarchitecture & planning

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.3M

+24.3% from 2019

Total participants

+4.9% from 2019

Average account balance

$64,409

+41.6% from 2019

Annual return

21.70%

-3.88 pp from 2019

Benchmarks

See 26,422 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort26,422 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.16M

Not enough data

1 years with asset history on file

Average account balance

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

$97K

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.

126.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$937K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$22K

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

+12.32%

Not enough data

1 years with return on file

Admin fee / account holder

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

$20928

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

$89K

$3569 / participant

Other / not subdivided$89K100.0%

% of EOY assets

3.848%

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

$64,409

$98,766-34.8%

$149,730-57.0%

$79,852-19.3%

Participation rate

72.0%

75.8%-3.8pp

82.5%-10.5pp

69.6%+2.4pp

Annual return

21.70%

27.43%-5.7pp

276.70%-255.0pp

31.72%-10.0pp

Employer contribution / active EE

$1,831

$3,217-43.1%

$4,645-60.6%

$2,471-25.9%

Participant deferral / active EE

$3,692

$5,681-35.0%

$6,843-46.1%

$3,740-1.3%

Admin fee / account holder

$2,478

$6,052-59.0%

$9,310-73.4%

$5,306-53.3%

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