Retirement plan

NEDERLANDER PRODUCTIONS 401(K) PLAN

Name: NEDERLANDER PRODUCTIONS - NEDERLANDER PRODUCTIONS 401(K) PLAN (2022) Form 5500
Creator: NEDERLANDER PRODUCTIONS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NEDERLANDER PRODUCTIONS 401(K) PLAN, NEDERLANDER PRODUCTIONS

NEDERLANDER PRODUCTIONSEIN 13-2589260Plan #001PY 2022

1501 BROADWAY, 14TH FLOOR - NEW YORK, NY 10036212-840-5577LinkedIn51-200 employeesperforming arts

Prospect flagsLow participationCorrective distributions

How to read this page

Total assets (EOY)

$10.6M

-13.0% from 2021

Total participants

243

+17.4% from 2021

Average account balance

$73,353

-18.4% from 2021

Annual return

-18.43%

-31.77 pp from 2021

Benchmarks

See 638 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants100-249

Cohort638 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$16.32M

Not enough data

1 years with asset history on file

Average account balance

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

$94K

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.

174

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.

57.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.32M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+12.44%

Not enough data

1 years with return on file

Admin fee / account holder

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

$31

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 3 by compensation

Provider	Service type	Compensation
MORNINGSTAR2 years Service code 27 · EIN 36-3297908	Advisory (Plan)	$5,413
VOYA RETIREMENT INSURANCE & ANNUITY8+ years Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 27	Advisory (Plan)	$5,413
VOYA RETIREMENT INSURANCE & ANNUITY3 years Filed as: VOYA RET INSURANCE AND ANNUITY Service code 26 · EIN 71-0294708	Advisory (Participants)	$3,605

Plan features & details

Pension benefit codes2A2E2G2J3D

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.
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.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$3K

$13 / participant

Contract admin$3K100.0%

% of EOY assets

0.024%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: ZWICK CPA, PLLC
Auditor EIN: 383187343
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$73,353

$45,602+60.9%

$117,498-37.6%

$66,930+9.6%

Participation rate

49.0%

57.6%-8.7pp

70.6%-21.6pp

69.8%-20.9pp

Annual return

-18.43%

-16.74%-1.7pp

29.75%-48.2pp

1.57%-20.0pp

Employer contribution / active EE

$1,579-100.0%

$4,178-100.0%

$2,545-100.0%

Participant deferral / active EE

$4,410

$2,845+55.0%

$4,071+8.3%

$4,238+4.1%

Admin fee / account holder

$17

$661-97.4%

$5,646-99.7%

$593-97.1%

Provider

Service type

Compensation

MORNINGSTAR2 years

Service code 27 · EIN 36-3297908

Advisory (Plan)

$5,413

VOYA RETIREMENT INSURANCE & ANNUITY8+ years

Filed as: VOYA RETIREMENT INSURANCE AND ANNUI

Service code 27

Advisory (Plan)

$5,413

VOYA RETIREMENT INSURANCE & ANNUITY3 years

Filed as: VOYA RET INSURANCE AND ANNUITY

Service code 26 · EIN 71-0294708

Advisory (Participants)

$3,605

NEDERLANDER PRODUCTIONS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NEDERLANDER PRODUCTIONS 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