Retirement plan

THEATRICAL PROTECTIVE UNION 401(K) PROFIT SHARING

Name: THEATRICAL PROTECTIVE UNION - THEATRICAL PROTECTIVE UNION 401(K) PROFIT SHARING (2020) Form 5500
Creator: THEATRICAL PROTECTIVE UNION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THEATRICAL PROTECTIVE UNION 401(K) PROFIT SHARING, THEATRICAL PROTECTIVE UNION

THEATRICAL PROTECTIVE UNIONEIN 13-1374710Plan #001PY 2020

320 WEST 46TH ST 6TH FLOOR - NEW YORK, NY 10036212-333-2500

Prospect flagsWind-down / frozen

How to read this page

Total assets (EOY)

$353K

+16.3% from 2019

Total participants

-14.3% from 2019

Average account balance

$58,864

+35.7% from 2019

Annual return

16.35%

-2.85 pp from 2019

Benchmarks

See 9,165 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants<25

Cohort9,165 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$374K

Not enough data

1 years with asset history on file

Average account balance

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

$75K

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

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+9.99%

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

Top 7 by compensation

Provider	Service type	Compensation
AB FUNDS1 year Service code 52 · EIN 13-4071393	Indirect Investment Fees	$0
BLACKROCK1 year Service code 52 · EIN 51-0318674	Indirect Investment Fees	$0
INVESCO1 year Service code 52 · EIN 94-2362417	Indirect Investment Fees	$0
MASSACHUSETTS MUTUAL LIFE INS. CO.1 year Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850	Indirect Investment Fees	$0
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD Service code 52 · EIN 23-1999755	Indirect Investment Fees	$0
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 52 · EIN 41-0449260	Indirect Investment Fees	$0
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO GALLIARD Service code 52 · EIN 94-6751924	Indirect Investment Fees	$0

Plan features & details

Pension benefit codes2E2F2G2J2T3D

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.

Opportunity flags

1 tripped

InformationalWind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.

Expense breakdown

Schedule H Part II

Admin total

$167

$28 / participant

Other / not subdivided$167100.0%

% of EOY assets

0.047%

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

$58,864

$115,911-49.2%

$100,530-41.4%

$158,950-63.0%

Participation rate

100.0%

81.6%+18.4pp

79.4%+20.6pp

82.0%+18.0pp

Annual return

16.35%

34.80%-18.4pp

30.89%-14.5pp

302.91%-286.6pp

Employer contribution / active EE

$4,104-100.0%

$3,418-100.0%

$4,762-100.0%

Participant deferral / active EE

$6,676-100.0%

$6,271-100.0%

$5,983-100.0%

Admin fee / account holder

$28

$10,999-99.7%

$8,083-99.7%

$11,248-99.8%

Provider

Service type

Compensation

AB FUNDS1 year

Service code 52 · EIN 13-4071393

Indirect Investment Fees

BLACKROCK1 year

Service code 52 · EIN 51-0318674

Indirect Investment Fees

INVESCO1 year

Service code 52 · EIN 94-2362417

Indirect Investment Fees

MASSACHUSETTS MUTUAL LIFE INS. CO.1 year

Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE

Service code 52 · EIN 04-1590850

Indirect Investment Fees

THE VANGUARD GROUP, INC.1 year

Filed as: VANGUARD

Service code 52 · EIN 23-1999755

Indirect Investment Fees

WELLS FARGO BANK, N.A.1 year

Filed as: WELLS FARGO

Service code 52 · EIN 41-0449260

Indirect Investment Fees

WELLS FARGO BANK, N.A.1 year

Filed as: WELLS FARGO GALLIARD

Service code 52 · EIN 94-6751924

Indirect Investment Fees

THEATRICAL PROTECTIVE UNION 401(K) PROFIT SHARING

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THEATRICAL PROTECTIVE UNION 401(K) PROFIT SHARING

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