Retirement plan

PARNASSUS PRODUCTIONS, INC., 401(K) SAVINGS PLAN

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

PARNASSUS PRODUCTIONS, INC.EIN 13-3776034Plan #001PY 2015

C/O HARVEY ALTMAN COMPANY, 131 JERICHO TURNPIKE - JERICHO, NY 11753516-333-3352

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$499K

No prior year

Total participants

No prior year

Average account balance

$124,816

No prior year

Annual return

-1.91%

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

$1.23M

Not enough data

1 years with asset history on file

Average account balance

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

$411K

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.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$53K

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

+11.23%

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

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 codes2E2J3B3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

$5K

$1126 / participant

Other / not subdivided$5K100.0%

% of EOY assets

0.902%

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

$124,816

$140,578-11.2%

$100,671+24.0%

$125,388-0.5%

Participation rate

100.0%

80.4%+19.6pp

70.7%+29.3pp

83.2%+16.8pp

Annual return

-1.91%

24.67%-26.6pp

20.43%-22.3pp

282.24%-284.1pp

Employer contribution / active EE

$666

$5,965-88.8%

$4,012-83.4%

$4,866-86.3%

Participant deferral / active EE

$10,375

$3,981+160.6%

$3,144+230.0%

$5,352+93.9%

Admin fee / account holder

$1,126

$6,716-83.2%

$4,850-76.8%

$9,541-88.2%

PARNASSUS PRODUCTIONS, INC., 401(K) SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PARNASSUS PRODUCTIONS, INC., 401(K) SAVINGS 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