Retirement plan

SECTION 403(B) RETIREMENT PLAN FOR ADOLPH AND ESTHER GOTTLIEB FOUNDATION, INC.

Name: ADOLPH AND ESTHER GOTTLIEBFOUNDATION, INC. - SECTION 403(B) RETIREMENT PLAN FOR ADOLPH AND ESTHER GOTTLIEB FOUNDATION, INC. (2020) Form 5500
Creator: ADOLPH AND ESTHER GOTTLIEBFOUNDATION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SECTION 403(B) RETIREMENT PLAN FOR ADOLPH AND ESTHER GOTTLIEB FOUNDATION, INC., ADOLPH AND ESTHER GOTTLIEBFOUNDATION, INC.

ADOLPH AND ESTHER GOTTLIEBFOUNDATION, INC.EIN 13-2853957Plan #001PY 2020

380 WEST BROADWAY, 3RD FLOOR - NEW YORK, NY 10012212-226-0581gottliebfoundation.orgLinkedIn1-10 employeesfine art

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.2M

-3.8% from 2019

Total participants

-14.3% from 2019

Average account balance

$205,659

+12.2% from 2019

Annual return

10.32%

-8.60 pp from 2019

Benchmarks

See 36,205 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort36,205 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.84M

Not enough data

1 years with asset history on file

Average account balance

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

$461K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$56K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

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

+17.27%

Not enough data

1 years with return on file

Admin fee / account holder

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

$18539

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 codes2G2M2T3D

Plan features

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.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
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

$222K

$55590 / participant

Other / not subdivided$222K100.0%

% of EOY assets

18.020%

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

$205,659

$100,911+103.8%

$90,440+127.4%

$158,966+29.4%

Participation rate

100.0%

75.0%+25.0pp

72.7%+27.3pp

82.0%+18.0pp

Annual return

10.32%

1726.62%-1716.3pp

1294.38%-1284.1pp

302.95%-292.6pp

Employer contribution / active EE

$4,695

$3,690+27.2%

$3,263+43.9%

$4,762-1.4%

Participant deferral / active EE

$5,558

$4,348+27.8%

$3,964+40.2%

$5,983-7.1%

Admin fee / account holder

$37,060

$6,507+469.5%

$5,615+560.0%

$11,250+229.4%

SECTION 403(B) RETIREMENT PLAN FOR ADOLPH AND ESTHER GOTTLIEB FOUNDATION, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SECTION 403(B) RETIREMENT PLAN FOR ADOLPH AND ESTHER GOTTLIEB FOUNDATION, 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