Retirement plan

THE BOOKING OFFICE, INC. PROFIT SHARING PLAN & TRUST

Name: THE PRODUCING OFFICE, INC. - THE BOOKING OFFICE, INC. PROFIT SHARING PLAN & TRUST (2017) Form 5500
Creator: THE PRODUCING OFFICE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE BOOKING OFFICE, INC. PROFIT SHARING PLAN & TRUST, THE PRODUCING OFFICE, INC.

THE PRODUCING OFFICE, INC.EIN 13-3786133Plan #001PY 2017

1501 BROADWAY, 24TH FLOOR - NEW YORK, NY 10036212-391-8226LinkedIn1-10 employeesperforming arts

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$2.5M

-27.3% from 2016

Total participants

0.0% from 2016

Average account balance

$1,236,976

-27.3% from 2016

Annual return

21.19%

+13.09 pp from 2016

Benchmarks

See 6,540 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort6,540 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.38M

Not enough data

1 years with asset history on file

Average account balance

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

$3.2M

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

$41K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$21K

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

+27.45%

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 codes2E2F2G3D

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.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$1.8M

$877562 / participant

Other / not subdivided$2M100.0%

% of EOY assets

70.944%

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

$1,236,976

$165,912+645.6%

$122,342+911.1%

$147,585+738.1%

Participation rate

100.0%

79.6%+20.4pp

71.6%+28.4pp

82.8%+17.2pp

Annual return

21.19%

34.55%-13.4pp

30.28%-9.1pp

578.57%-557.4pp

Employer contribution / active EE

$54,000

$5,754+838.4%

$4,051+1233.0%

$4,876+1007.4%

Participant deferral / active EE

$4,005-100.0%

$3,287-100.0%

$5,439-100.0%

Admin fee / account holder

$877,562

$7,424+11721.1%

$5,478+15918.4%

$10,885+7961.8%

THE BOOKING OFFICE, INC. PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE BOOKING OFFICE, INC. PROFIT SHARING PLAN & TRUST

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