Retirement plan

GOTHAM PER DIEM, INC RETIREMENT PLAN

Name: GOTHAM PER DIEM, INC - GOTHAM PER DIEM, INC RETIREMENT PLAN (2021) Form 5500
Creator: GOTHAM PER DIEM, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GOTHAM PER DIEM, INC RETIREMENT PLAN, GOTHAM PER DIEM, INC

GOTHAM PER DIEM, INCEIN 13-3081475Plan #001PY 2021

75 MAIDEN LANE 7TH FLOOR - NEW YORK, NY 10038917-859-4293gothamcompanies.comLinkedIn51-200 employeesstaffing and recruiting

Other plans on this EIN

1 filing

#002Retirement-$736K assets

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$1.2M

No prior year

Total participants

336

No prior year

Average account balance

$3,686

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 3,799 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort3,799 peers

Snapshot2021

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

$467K

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

-124.07%

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
TAG RESOURCES, LLC1+ years Service code 15 · EIN 62-1874769	Recordkeeping	$7,128
TRANSAMERICA RETIREMENT SOLUTIONS1+ years Filed as: TRANSAMERICA FINANCIAL LIFE INS Service code 15 · EIN 36-6071399	Recordkeeping	$2,227

Plan features & details

Pension benefit codes2A2E2F2G3D

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.
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 assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$9K

$30 / participant

Contract admin$9K100.0%

% of EOY assets

0.781%

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: TEMPLETON & CO
Auditor EIN: 141918990
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$3,686

$56,540-93.5%

$185,849-98.0%

$86,821-95.8%

Participation rate

96.5%

65.5%+30.9pp

81.7%+14.8pp

72.3%+24.2pp

Annual return

0.00%

118.20%-118.2pp

122.10%-122.1pp

97.94%-97.9pp

Employer contribution / active EE

$3,841

$1,844+108.2%

$5,169-25.7%

$2,406+59.6%

Participant deferral / active EE

$2,555-100.0%

$5,569-100.0%

$4,132-100.0%

Admin fee / account holder

$29

$150-80.8%

$16,244-99.8%

$170-83.0%

Provider

Service type

Compensation

TAG RESOURCES, LLC1+ years

Service code 15 · EIN 62-1874769

Recordkeeping

$7,128

TRANSAMERICA RETIREMENT SOLUTIONS1+ years

Filed as: TRANSAMERICA FINANCIAL LIFE INS

Service code 15 · EIN 36-6071399

Recordkeeping

$2,227

GOTHAM PER DIEM, INC RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GOTHAM PER DIEM, INC RETIREMENT 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