Retirement plan

THE CLARK FOUNDATION PROFIT SHARING PLAN

Name: THE CLARK FOUNDATION - THE CLARK FOUNDATION PROFIT SHARING PLAN (2015) Form 5500
Creator: THE CLARK FOUNDATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE CLARK FOUNDATION PROFIT SHARING PLAN, THE CLARK FOUNDATION

THE CLARK FOUNDATIONEIN 13-5616528Plan #002PY 2015

ONE ROCKEFELLER PLAZA - 31ST FLR. - NEW YORK, NY 100202102212-977-6900fdncenter.orgLinkedIn1-10 employeesphilanthropy

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$7M

No prior year

Total participants

No prior year

Average account balance

$83,763

No prior year

Annual return

3.54%

No prior year

Benchmarks

See 6,735 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort6,735 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$9.44M

Not enough data

1 years with asset history on file

Average account balance

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

$111K

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.

88.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$448K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+15.79%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7692

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 codes2E2J

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.

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

$332K

$6256 / participant

Other / not subdivided$332K100.0%

% of EOY assets

4.769%

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

$83,763

$45,152+85.5%

$73,836+13.4%

$59,633+40.5%

Participation rate

100.0%

64.0%+36.0pp

73.4%+26.6pp

68.7%+31.3pp

Annual return

3.54%

27.40%-23.9pp

2268.06%-2264.5pp

2041.45%-2037.9pp

Employer contribution / active EE

$5,153

$1,901+171.0%

$2,787+84.9%

$2,203+133.9%

Participant deferral / active EE

$1,336

$2,573-48.1%

$3,583-62.7%

$3,192-58.1%

Admin fee / account holder

$3,995

$3,515+13.7%

$4,882-18.2%

$4,297-7.0%

THE CLARK FOUNDATION PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE CLARK FOUNDATION PROFIT SHARING 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