Retirement plan

GERSON LEHRMAN GROUP INC PLAN

Name: GERSON LEHRMAN GROUP - GERSON LEHRMAN GROUP INC PLAN (2015) Form 5500
Creator: GERSON LEHRMAN GROUP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GERSON LEHRMAN GROUP INC PLAN, GERSON LEHRMAN GROUP

GERSON LEHRMAN GROUPEIN 13-4101226Plan #001PY 2015

60 EAST 42ND ST., 3RD FLOOR - NEW YORK, NY 10165212-984-8500

Prospect flagsCorrective distributions

How to read this page

Total assets (EOY)

$34.2M

No prior year

Total participants

1,002

No prior year

Average account balance

$39,942

No prior year

Annual return

3.67%

No prior year

Benchmarks

See 495 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants250-999

Cohort495 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$167.61M

Not enough data

1 years with asset history on file

Average account balance

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

$78K

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.

2,162

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.

96.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$14.18M

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

+18.72%

Not enough data

1 years with return on file

Admin fee / account holder

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

$50

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 1 by compensation

Provider	Service type	Compensation
FIDELITY INVESTMENTS INSTITUTIONAL1+ years Service code 37 · EIN 04-2647786	Loan Processing	$1,375

Plan features & details

Pension benefit codes2F2G2J2T3D

Plan features

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.
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

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$5K

$6 / participant

Investment mgmt$3K68.5%
Other / not subdivided$1K31.5%

% of EOY assets

0.014%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: WITHUM, SMITH & BROWN, PC
Auditor EIN: 222027092
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$39,942

$55,182-27.6%

$73,309-45.5%

$55,191-27.6%

Participation rate

79.9%

73.9%+5.9pp

74.9%+5.0pp

69.2%+10.7pp

Annual return

3.67%

8.55%-4.9pp

5.67%-2.0pp

10.78%-7.1pp

Employer contribution / active EE

$1,834

$1,935-5.2%

$3,237-43.3%

$1,899-3.4%

Participant deferral / active EE

$6,483

$4,641+39.7%

$4,991+29.9%

$3,046+112.8%

Admin fee / account holder

$68-92.1%

$5,635-99.9%

$91-94.0%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL1+ years

Service code 37 · EIN 04-2647786

Loan Processing

$1,375

GERSON LEHRMAN GROUP INC PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GERSON LEHRMAN GROUP INC 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