Retirement plan

SECOND STAGE THEATRE, INC. 401(K) PROFIT SHARING PLAN

Name: SECOND STAGE THEATRE, INC. - SECOND STAGE THEATRE, INC. 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: SECOND STAGE THEATRE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SECOND STAGE THEATRE, INC. 401(K) PROFIT SHARING PLAN, SECOND STAGE THEATRE, INC.

SECOND STAGE THEATRE, INC.EIN 13-3021180Plan #001PY 2018

1501 BROADWAY, SUITE 518 - NEW YORK, NY 10036212-787-83022st.comLinkedIn11-50 employeesperforming arts

Prospect flagsHigh feesLow participation

How to read this page

Total assets (EOY)

$1.9M

+26.3% from 2017

Total participants

+67.3% from 2017

Average account balance

$43,549

+11.6% from 2017

Annual return

15.76%

-59.59 pp from 2017

Benchmarks

See 2,579 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants25-99

Cohort2,579 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.92M

Not enough data

1 years with asset history on file

Average account balance

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

$67K

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.

43.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$463K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+11.45%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6471

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 codes2E2F2G2J

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.

Opportunity flags

2 tripped

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

$27K

$421 / participant

Other / not subdivided$27K100.0%

% of EOY assets

1.462%

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

$43,549

$43,730-0.4%

$121,220-64.1%

$64,173-32.1%

Participation rate

40.0%

58.3%-18.3pp

71.8%-31.8pp

69.6%-29.6pp

Annual return

15.76%

68.94%-53.2pp

16.94%-1.2pp

7.63%+8.1pp

Employer contribution / active EE

$747

$1,297-42.4%

$4,023-81.4%

$2,381-68.6%

Participant deferral / active EE

$2,020

$2,281-11.4%

$3,345-39.6%

$3,470-41.8%

Admin fee / account holder

$637

$3,502-81.8%

$5,021-87.3%

$4,887-87.0%

SECOND STAGE THEATRE, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SECOND STAGE THEATRE, INC. 401(K) 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