Retirement plan

DIANE S. POLLARD (CITY MARSHAL) 401K PROFIT SHARING PLAN

Name: DIANE S. POLLARD (CITY MARSHAL) - DIANE S. POLLARD (CITY MARSHAL) 401K PROFIT SHARING PLAN (2015) Form 5500
Creator: DIANE S. POLLARD (CITY MARSHAL)
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DIANE S. POLLARD (CITY MARSHAL) 401K PROFIT SHARING PLAN, DIANE S. POLLARD (CITY MARSHAL)

DIANE S. POLLARD (CITY MARSHAL)EIN 11-3662811Plan #002PY 2015

111 JOHN STREET, SUITE 1220 - NEW YORK, NY 10013212-925-2005

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$425K

No prior year

Total participants

No prior year

Average account balance

$106,154

No prior year

Annual return

2.21%

No prior year

Benchmarks

See 258 peers

Peer group

Industry92 - Public Administration

Plan typeDefined contribution

Participants<25

Cohort258 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.16M

Not enough data

1 years with asset history on file

Average account balance

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

$290K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$89K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$30K

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

+2.88%

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 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

0 tripped

No flags tripped for this filing year. This plan looks clean.

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

$106,154

$45,865+131.5%

$40,757+160.5%

$125,389-15.3%

Participation rate

100.0%

84.2%+15.8pp

79.3%+20.7pp

83.2%+16.8pp

Annual return

2.21%

-1.32%+3.5pp

-0.50%+2.7pp

282.24%-280.0pp

Employer contribution / active EE

$13,725

$3,697+271.3%

$3,004+356.9%

$4,866+182.1%

Participant deferral / active EE

$4,199-100.0%

$3,485-100.0%

$5,352-100.0%

Admin fee / account holder

$5,763-100.0%

$4,272-100.0%

$9,541-100.0%

DIANE S. POLLARD (CITY MARSHAL) 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

DIANE S. POLLARD (CITY MARSHAL) 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion