Retirement plan

TARTER KRINSKY & DROGIN LLP INCENTIVE SAVINGS PLAN AND TRUST

Name: TARTER KRINSKY & DROGIN LLP - TARTER KRINSKY & DROGIN LLP INCENTIVE SAVINGS PLAN AND TRUST (2015) Form 5500
Creator: TARTER KRINSKY & DROGIN LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TARTER KRINSKY & DROGIN LLP INCENTIVE SAVINGS PLAN AND TRUST, TARTER KRINSKY & DROGIN LLP

TARTER KRINSKY & DROGIN LLPEIN 13-4160916Plan #002PY 2015

1350 BROADWAY - NEW YORK, NY 10018212-216-8000tarterkrinsky.comLinkedIn51-200 employeeslaw practice

Other plans on this EIN

1 filing

#001Retirement-$3.2M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.1M

No prior year

Total participants

No prior year

Average account balance

$42,098

No prior year

Annual return

8.21%

No prior year

Benchmarks

See 22,773 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort22,773 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.30M

Not enough data

1 years with asset history on file

Average account balance

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

$79K

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.

74.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$681K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+8.03%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5476

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 codes2J3D2F2G

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.
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

$132K

$2694 / participant

Other / not subdivided$132K100.0%

% of EOY assets

6.149%

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

$42,098

$72,177-41.7%

$115,038-63.4%

$59,633-29.4%

Participation rate

81.6%

72.6%+9.1pp

81.4%+0.3pp

68.7%+13.0pp

Annual return

8.21%

12.02%-3.8pp

26.14%-17.9pp

2041.45%-2033.2pp

Employer contribution / active EE

$496

$2,841-82.6%

$4,608-89.2%

$2,203-77.5%

Participant deferral / active EE

$7,853

$4,783+64.2%

$6,026+30.3%

$3,192+146.1%

Admin fee / account holder

$2,589

$4,927-47.5%

$8,175-68.3%

$4,297-39.8%

TARTER KRINSKY & DROGIN LLP INCENTIVE SAVINGS PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TARTER KRINSKY & DROGIN LLP INCENTIVE SAVINGS PLAN AND 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