Retirement plan

EMPLOYEE BENEFIT PLAN OF SOCIETY OF CORPORATE SECRETARIES AND GOVERNANCE PROFESSIONALS, INC.

Name: SOCIETY OF CORPORATE SECRETARIES AN D GOVERNANCE PROFESSIONALS, INC. - EMPLOYEE BENEFIT PLAN OF SOCIETY OF CORPORATE SECRETARIES AND GOVERNANCE PROFESSIONALS, INC. (2016) Form 5500
Creator: SOCIETY OF CORPORATE SECRETARIES AN D GOVERNANCE PROFESSIONALS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF SOCIETY OF CORPORATE SECRETARIES AND GOVERNANCE PROFESSIONALS, INC., SOCIETY OF CORPORATE SECRETARIES AN D GOVERNANCE PROFESSIONALS, INC.

SOCIETY OF CORPORATE SECRETARIES AN D GOVERNANCE PROFESSIONALS, INC.EIN 13-1674285Plan #003PY 2016

240 W 35TH ST STE 400 - NEW YORK, NY 100012568212-681-2015societycorpgov.orgLinkedIn11-50 employeesnon-profit organization management

Other plans on this EIN

1 filing

#002Retirement--

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.1M

No prior year

Total participants

No prior year

Average account balance

$70,500

No prior year

Annual return

8.31%

No prior year

Benchmarks

See 30,914 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort30,914 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.92M

Not enough data

1 years with asset history on file

Average account balance

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

$127K

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.

176.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$233K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+11.84%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6635

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 codes2E2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

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

$266K

$26580 / participant

Other / not subdivided$266K100.0%

% of EOY assets

25.134%

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

$70,500

$90,486-22.1%

$78,676-10.4%

$273,972-74.3%

Participation rate

100.0%

76.5%+23.5pp

73.6%+26.4pp

83.0%+17.0pp

Annual return

8.31%

75.62%-67.3pp

62.19%-53.9pp

41.46%-33.1pp

Employer contribution / active EE

$6,888

$3,175+116.9%

$2,850+141.7%

$4,869+41.5%

Participant deferral / active EE

$10,186

$3,901+161.1%

$3,517+189.6%

$5,287+92.7%

Admin fee / account holder

$17,720

$5,263+236.7%

$4,510+292.9%

$10,133+74.9%

EMPLOYEE BENEFIT PLAN OF SOCIETY OF CORPORATE SECRETARIES AND GOVERNANCE PROFESSIONALS, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF SOCIETY OF CORPORATE SECRETARIES AND GOVERNANCE PROFESSIONALS, INC.

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