Retirement plan

PRUDENT MANAGEMENT ASSOCIATES 401K PLAN

Name: PRUDENT MANAGEMENT ASSOCIATES - PRUDENT MANAGEMENT ASSOCIATES 401K PLAN (2019) Form 5500
Creator: PRUDENT MANAGEMENT ASSOCIATES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PRUDENT MANAGEMENT ASSOCIATES 401K PLAN, PRUDENT MANAGEMENT ASSOCIATES

PRUDENT MANAGEMENT ASSOCIATESEIN 23-2224831Plan #001PY 2019

1735 MARKET STREET, SUITE 3902 - PHILADELPHIA, PA 191037512215-994-1062LinkedIn11-50 employeesinvestment management

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.9M

+26.8% from 2018

Total participants

+8.3% from 2018

Average account balance

$142,958

+17.1% from 2018

Annual return

19.62%

+24.38 pp from 2018

Benchmarks

See 31,993 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort31,993 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.80M

Not enough data

1 years with asset history on file

Average account balance

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

$238K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$284K

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

+12.28%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4175

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 codes2E2J3D

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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$4K

$351 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.189%

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

$142,958

$183,978-22.3%

$162,171-11.8%

$152,885-6.5%

Participation rate

100.0%

88.5%+11.5pp

87.6%+12.4pp

82.5%+17.5pp

Annual return

19.62%

150.78%-131.2pp

115.60%-96.0pp

345.39%-325.8pp

Employer contribution / active EE

$4,098

$6,370-35.7%

$5,613-27.0%

$4,763-14.0%

Participant deferral / active EE

$6,786

$8,033-15.5%

$7,297-7.0%

$5,851+16.0%

Admin fee / account holder

$270

$13,122-97.9%

$10,843-97.5%

$11,598-97.7%

PRUDENT MANAGEMENT ASSOCIATES 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PRUDENT MANAGEMENT ASSOCIATES 401K 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