Retirement plan

SESAME WORKSHOP 401(K) RETIREMENT PLAN

Name: SESAME WORKSHOP - SESAME WORKSHOP 401(K) RETIREMENT PLAN (2016) Form 5500
Creator: SESAME WORKSHOP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SESAME WORKSHOP 401(K) RETIREMENT PLAN, SESAME WORKSHOP

SESAME WORKSHOPEIN 13-2655731Plan #005PY 2016

ONE LINCOLN N PLAZA - NEW YORK, NY 10023212-595-3456sesameworkshop.orgLinkedIn201-500 employeesmedia production

Prospect flagsLow participation

Top hat statement on fileNQDC

Filed August 23, 2018 (most recent of 3 filings on file)

Plan administrator

Plan administrator name— Sign in and upgrade to view

1900 Broadway

New York State: NY Zip Code: 10023

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Plans declared (1)

Sesame Workshop 457(b) Plan16 emp

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Total assets (EOY)

$81.8M

+1.0% from 2015

Total participants

739

+0.8% from 2015

Average account balance

$143,427

+6.3% from 2015

Annual return

7.11%

+6.74 pp from 2015

Benchmarks

See 503 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants250-999

Cohort503 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$167.91M

Not enough data

1 years with asset history on file

Average account balance

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

$234K

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.

717

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.

50.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$9.14M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+15.00%

Not enough data

1 years with return on file

Admin fee / account holder

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

$296

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

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Service providers

Top 2 by compensation

Provider	Service type	Compensation
GREENLEAF TRUST1 year Filed as: GREENLEAF ADVISORS Service code 27 · EIN 47-1303673	Advisory (Plan)	$58,963
THE VANGUARD GROUP, INC.2+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930	Recordkeeping	$1,595

Plan features & details

Pension benefit codes2E2F2G2J2K3D

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$60K

$143 / participant

Investment mgmt$59K98.6%
Other / not subdivided$8601.4%

% of EOY assets

0.073%

all-in expense ratio

Categories reported

1 / 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: BDO USA, LLP
Auditor EIN: 135381590
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$143,427

$56,640+153.2%

$80,977+77.1%

$57,658+148.8%

Participation rate

59.6%

75.9%-16.3pp

75.8%-16.2pp

70.2%-10.7pp

Annual return

7.11%

19.97%-12.9pp

17.11%-10.0pp

5.13%+2.0pp

Employer contribution / active EE

$5,641

$2,085+170.6%

$3,715+51.9%

$1,974+185.8%

Participant deferral / active EE

$5,403

$4,944+9.3%

$5,696-5.2%

$3,061+76.5%

Admin fee / account holder

$105

$87+20.5%

$5,517-98.1%

$95+11.0%

Provider

Service type

Compensation

GREENLEAF TRUST1 year

Filed as: GREENLEAF ADVISORS

Service code 27 · EIN 47-1303673

Advisory (Plan)

$58,963

THE VANGUARD GROUP, INC.2+ years

Filed as: VANGUARD GROUP INC.

Service code 15 · EIN 23-1945930

Recordkeeping

$1,595

SESAME WORKSHOP 401(K) RETIREMENT PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SESAME WORKSHOP 401(K) RETIREMENT PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

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