Retirement plan

NATIONAL ARTISTS MANAGEMENT CO., INC. TARGET BENEFIT PENSION PLAN

Name: NATIONAL ARTISTS MANAGEMENT CO., INC. - NATIONAL ARTISTS MANAGEMENT CO., INC. TARGET BENEFIT PENSION PLAN (2016) Form 5500
Creator: NATIONAL ARTISTS MANAGEMENT CO., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NATIONAL ARTISTS MANAGEMENT CO., INC. TARGET BENEFIT PENSION PLAN, NATIONAL ARTISTS MANAGEMENT CO., INC.

NATIONAL ARTISTS MANAGEMENT CO., INC.EIN 22-1912271Plan #002PY 2016

165 WEST 46TH STREET - NEW YORK, NY 10036212-575-1044namcousa.comLinkedIn1-10 employees

Other plans on this EIN

2 filings

#004Retirement-$2.8M assets #003Retirement-$871K assets

Prospect flagsHigh feesHigh assets / participantWind-down / frozen

How to read this page

Total assets (EOY)

$2.4M

No prior year

Total participants

No prior year

Average account balance

$344,819

No prior year

Annual return

8.88%

No prior year

Benchmarks

See 6,152 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort6,152 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+4.06%

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 codes2B3H

Plan features

2B
Target benefit plan
Defined contribution plan whose contribution formula is designed to fund a targeted benefit at retirement.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

3 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.
InformationalWind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.

Expense breakdown

Schedule H Part II

Admin total

$109K

$18174 / participant

Other / not subdivided$109K100.0%

% of EOY assets

4.518%

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

$344,819

$153,311+124.9%

$109,313+215.4%

$273,972+25.9%

Participation rate

100.0%

80.1%+19.9pp

71.3%+28.7pp

83.0%+17.0pp

Annual return

8.88%

29.86%-21.0pp

22.07%-13.2pp

41.46%-32.6pp

Employer contribution / active EE

$5,619-100.0%

$3,892-100.0%

$4,869-100.0%

Participant deferral / active EE

$3,932-100.0%

$3,166-100.0%

$5,287-100.0%

Admin fee / account holder

$15,578

$8,076+92.9%

$5,666+174.9%

$10,133+53.7%

NATIONAL ARTISTS MANAGEMENT CO., INC. TARGET BENEFIT PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NATIONAL ARTISTS MANAGEMENT CO., INC. TARGET BENEFIT PENSION 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