Retirement plan

CHIESA SHAHINIAN & GIANTOMASI PC SALARY SAVINGS PLAN (II)

Name: CHIESA SHAHINIAN & GIANTOMASI PC - CHIESA SHAHINIAN & GIANTOMASI PC SALARY SAVINGS PLAN (II) (2018) Form 5500
Creator: CHIESA SHAHINIAN & GIANTOMASI PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHIESA SHAHINIAN & GIANTOMASI PC SALARY SAVINGS PLAN (II), CHIESA SHAHINIAN & GIANTOMASI PC

CHIESA SHAHINIAN & GIANTOMASI PCEIN 22-2012591Plan #004PY 2018

ONE BOLAND DRIVE - WEST ORANGE, NJ 07052973-325-1500csglaw.comLinkedIn201-500 employeeslaw practice

Other plans on this EIN

2 filings

#005Retirement-$15.9M assets #003Retirement-$10.7M assets

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$61.3M

-9.5% from 2017

Total participants

191

+1.1% from 2017

Average account balance

$331,253

-11.4% from 2017

Annual return

-4.21%

-20.61 pp from 2017

Benchmarks

See 5,340 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort5,340 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$137.06M

Not enough data

1 years with asset history on file

Average account balance

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

$442K

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.

310

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

$5.58M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$24K

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

+28.13%

Not enough data

1 years with return on file

Admin fee / account holder

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

$274

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 5 by compensation

Provider	Service type	Compensation
EISNERAMPER LLP4+ years Filed as: EISNERAMPER Service code 99 · EIN 13-1639826 111 WOOD AVENUE SOUTH · ISELIN, NJ 08830	Other Fees	$55,016
AVRAM Y. KATZ1 year Service code 99 · EIN 14-9386946 7 BECKER FARM ROAD · ROSELAND, NJ 07068	Other Fees	$52,000
AMERICAN FUNDS4+ years Filed as: NEWPORT CAPITAL GROUP Service code 99 · EIN 86-1109193 12 BROAD STREET · RED BANK, NJ 07701	Other Fees	$46,274
CONSULTING ACTUARIAL GROUP, INC.1 year Filed as: CONSULTING ACTUARIES INCORPORATED Service code 99 · EIN 22-1915571 330 PASSAIC AVENUE · FAIRFIELD, NJ 07704	Other Fees	$15,365
PRIVATE ADVISOR GROUP LLC1 year Filed as: PRIVATE ADVISOR GROUP Service code 99 · EIN 86-1109193	Other Fees	$8,400

Plan features & details

Pension benefit codes2A2E2J2F2G3D3H

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
2E
Profit-sharing
Profit-sharing plan.
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.
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

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$6K

$42 / participant

Contract admin$5K86.4%
Other / not subdivided$84313.6%

% of EOY assets

0.010%

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: EISNERAMPER LLP
Auditor EIN: 131639826
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$331,253

$73,102+353.1%

$123,553+168.1%

$56,289+488.5%

Participation rate

96.0%

74.3%+21.7pp

82.3%+13.7pp

69.9%+26.1pp

Annual return

-4.21%

3.01%-7.2pp

119.21%-123.4pp

-9.96%+5.8pp

Employer contribution / active EE

$12,967

$2,977+335.6%

$4,628+180.2%

$2,111+514.2%

Participant deferral / active EE

$8,706

$5,423+60.6%

$6,426+35.5%

$3,350+159.9%

Admin fee / account holder

$33

$554-94.0%

$9,284-99.6%

$521-93.6%

Provider

Service type

Compensation

EISNERAMPER LLP4+ years

Filed as: EISNERAMPER

Service code 99 · EIN 13-1639826

111 WOOD AVENUE SOUTH · ISELIN, NJ 08830

Other Fees

$55,016

AVRAM Y. KATZ1 year

Service code 99 · EIN 14-9386946

7 BECKER FARM ROAD · ROSELAND, NJ 07068

Other Fees

$52,000

AMERICAN FUNDS4+ years

Filed as: NEWPORT CAPITAL GROUP

Service code 99 · EIN 86-1109193

12 BROAD STREET · RED BANK, NJ 07701

Other Fees

$46,274

CONSULTING ACTUARIAL GROUP, INC.1 year

Filed as: CONSULTING ACTUARIES INCORPORATED

Service code 99 · EIN 22-1915571

330 PASSAIC AVENUE · FAIRFIELD, NJ 07704

Other Fees

$15,365

PRIVATE ADVISOR GROUP LLC1 year

Filed as: PRIVATE ADVISOR GROUP

Service code 99 · EIN 86-1109193

Other Fees

$8,400

CHIESA SHAHINIAN & GIANTOMASI PC SALARY SAVINGS PLAN (II)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CHIESA SHAHINIAN & GIANTOMASI PC SALARY SAVINGS PLAN (II)

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