Retirement plan

TERRY STEINER INTERNATIONAL, INC.401(K) SAVINGS PLAN

Name: TERRY STEINER INTERNATIONAL, INC. - TERRY STEINER INTERNATIONAL, INC.401(K) SAVINGS PLAN (2016) Form 5500
Creator: TERRY STEINER INTERNATIONAL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TERRY STEINER INTERNATIONAL, INC.401(K) SAVINGS PLAN, TERRY STEINER INTERNATIONAL, INC.

TERRY STEINER INTERNATIONAL, INC.EIN 13-3674820Plan #001PY 2016

130 WEST 57TH STREET, 10B - NEW YORK, NY 10019212-262-8262terrysteiner.comLinkedIn1-10 employeesmotion pictures and film

Prospect flagsLow employer contributionLow fidelity bond

How to read this page

Total assets (EOY)

$1.4M

+11.0% from 2015

Total participants

0.0% from 2015

Average account balance

$176,547

+11.0% from 2015

Annual return

4.49%

+4.50 pp from 2015

Benchmarks

See 7,788 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants<25

Cohort7,788 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.87M

Not enough data

1 years with asset history on file

Average account balance

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

$478K

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.

66.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$95K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+7.34%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4697

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 codes2E2G2J3D

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.
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

2 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$176,547

$96,562+82.8%

$80,976+118.0%

$273,965-35.6%

Participation rate

100.0%

79.1%+20.9pp

75.8%+24.2pp

83.0%+17.0pp

Annual return

4.49%

15.14%-10.6pp

17.10%-12.6pp

41.45%-37.0pp

Employer contribution / active EE

$4,868-100.0%

$3,714-100.0%

$4,869-100.0%

Participant deferral / active EE

$10,378

$6,597+57.3%

$5,696+82.2%

$5,287+96.3%

Admin fee / account holder

$7,493-100.0%

$5,516-100.0%

$10,132-100.0%

TERRY STEINER INTERNATIONAL, INC.401(K) SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

TERRY STEINER INTERNATIONAL, INC.401(K) SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion