Retirement plan

FISHER, HARRIS, SHAPIRO RETIREMENT SAVINGS PLAN

Name: FISHER, HARRIS, SHAPIRO - FISHER, HARRIS, SHAPIRO RETIREMENT SAVINGS PLAN (2020) Form 5500
Creator: FISHER, HARRIS, SHAPIRO
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FISHER, HARRIS, SHAPIRO RETIREMENT SAVINGS PLAN, FISHER, HARRIS, SHAPIRO

FISHER, HARRIS, SHAPIROEIN 13-3987615Plan #001PY 2020

880 THIRD AVE, 14TH FLOOR - NEW YORK, NY 100224730212-588-8320LinkedIn1-10 employeesmental health care

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1M

+49.7% from 2019

Total participants

+128.6% from 2019

Average account balance

$77,923

-30.9% from 2019

Annual return

20.37%

-3.36 pp from 2019

Benchmarks

See 32,151 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort32,151 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.40M

Not enough data

1 years with asset history on file

Average account balance

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

$129K

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

$641K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

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

+21.57%

Not enough data

1 years with return on file

Admin fee / account holder

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

$795

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 codes2E2G2J

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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$4K

$262 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.362%

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

$77,923

$197,625-60.6%

$177,840-56.2%

$158,966-51.0%

Participation rate

78.6%

88.5%-10.0pp

87.7%-9.1pp

82.0%-3.4pp

Annual return

20.37%

58.76%-38.4pp

48.32%-28.0pp

302.95%-282.6pp

Employer contribution / active EE

$4,971

$6,698-25.8%

$5,919-16.0%

$4,762+4.4%

Participant deferral / active EE

$9,196

$8,405+9.4%

$7,714+19.2%

$5,983+53.7%

Admin fee / account holder

$282

$15,405-98.2%

$12,431-97.7%

$11,250-97.5%

FISHER, HARRIS, SHAPIRO RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FISHER, HARRIS, SHAPIRO RETIREMENT 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