Retirement plan

PRYOR CASHMAN LLP PROFIT SHARING PLAN

Name: PRYOR CASHMAN LLP - PRYOR CASHMAN LLP PROFIT SHARING PLAN (2018) Form 5500
Creator: PRYOR CASHMAN LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PRYOR CASHMAN LLP PROFIT SHARING PLAN, PRYOR CASHMAN LLP

PRYOR CASHMAN LLPEIN 13-1859294Plan #002PY 2018

7 TIMES SQUARE - NEW YORK, NY 10036212-421-4100pryorcashman.comLinkedIn201-500 employeeslaw practice

Other plans on this EIN

2 filings

#003Retirement-$44.9M assets #006Retirement-$7.8M assets

Prospect flagsWind-down / frozen

How to read this page

Total assets (EOY)

$39.4M

-6.9% from 2017

Total participants

206

-2.8% from 2017

Average account balance

$193,140

-3.2% from 2017

Annual return

-5.74%

-21.14 pp from 2017

Benchmarks

See 5,340 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort5,340 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 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.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.30M

Not enough data

1 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

-101.78%

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 2 by compensation

Provider	Service type	Compensation
MORGAN STANLEY SMITH BARNEY1 year Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 99 · EIN 51-0116113	Other Fees	$9,134
IMPROVED FUNDING TECHNIQUES, INC.1 year Filed as: IMPROVED FUNDING TECHNIQUES, INC Service code 99 · EIN 11-1000111	Other Fees	$6,449

Plan features & details

Pension benefit codes2A2E2F2G3B

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.

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

$41K

$252 / participant

Other / not subdivided$41K100.0%

% of EOY assets

0.104%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: MARKS PANETH LLP
Auditor EIN: 113518842
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$193,140

$73,102+164.2%

$123,553+56.3%

$56,289+243.1%

Participation rate

98.8%

74.3%+24.5pp

82.3%+16.5pp

69.9%+28.9pp

Annual return

-5.74%

3.01%-8.7pp

119.21%-124.9pp

-9.96%+4.2pp

Employer contribution / active EE

$2,977-100.0%

$4,628-100.0%

$2,111-100.0%

Participant deferral / active EE

$5,423-100.0%

$6,426-100.0%

$3,350-100.0%

Admin fee / account holder

$201

$554-63.7%

$9,284-97.8%

$521-61.4%

Provider

Service type

Compensation

MORGAN STANLEY SMITH BARNEY1 year

Filed as: MORGAN STANLEY GLOBAL BANKING OPERA

Service code 99 · EIN 51-0116113

Other Fees

$9,134

IMPROVED FUNDING TECHNIQUES, INC.1 year

Filed as: IMPROVED FUNDING TECHNIQUES, INC

Service code 99 · EIN 11-1000111

Other Fees

$6,449

PRYOR CASHMAN LLP PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PRYOR CASHMAN LLP PROFIT SHARING 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