Retirement plan

CLEARVIEW FESTIVAL PRODUCTIONS 401(K) PLAN

Name: CLEARVIEW FESTIVAL PRODUCTIONS - CLEARVIEW FESTIVAL PRODUCTIONS 401(K) PLAN (2015) Form 5500
Creator: CLEARVIEW FESTIVAL PRODUCTIONS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CLEARVIEW FESTIVAL PRODUCTIONS 401(K) PLAN, CLEARVIEW FESTIVAL PRODUCTIONS

CLEARVIEW FESTIVAL PRODUCTIONSEIN 13-3614000Plan #001PY 2015

630 9TH AVENUE - NEW YORK, NY 10036646-230-0713LinkedIn1-10 employeesevents services

Other plans on this EIN

1 filing

#002Retirement-$382K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$244K

No prior year

Total participants

No prior year

Average account balance

$61,075

No prior year

Annual return

-0.86%

No prior year

Benchmarks

See 5,117 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort5,117 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.12M

Not enough data

1 years with asset history on file

Average account balance

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

$187K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$162K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$27K

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

+10.77%

Not enough data

1 years with return on file

Admin fee / account holder

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

$748

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 codes2E3D2G2J2T

Plan features

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.
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

$97K

$32219 / participant

Other / not subdivided$97K100.0%

% of EOY assets

39.565%

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

$61,075

$140,578-56.6%

$100,671-39.3%

$125,393-51.3%

Participation rate

100.0%

80.4%+19.6pp

70.7%+29.3pp

83.2%+16.8pp

Annual return

-0.86%

24.67%-25.5pp

20.43%-21.3pp

282.23%-283.1pp

Employer contribution / active EE

$629

$5,965-89.5%

$4,012-84.3%

$4,866-87.1%

Participant deferral / active EE

$12,817

$3,981+221.9%

$3,144+307.7%

$5,351+139.5%

Admin fee / account holder

$24,164

$6,716+259.8%

$4,850+398.3%

$9,541+153.3%

CLEARVIEW FESTIVAL PRODUCTIONS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CLEARVIEW FESTIVAL 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