Retirement plan

STEPHEN BIEGEL (CITY MARSHAL) 401K PROFIT SHARING PLAN

Name: STEPHEN BIEGEL (CITY MARSHAL) - STEPHEN BIEGEL (CITY MARSHAL) 401K PROFIT SHARING PLAN (2015) Form 5500
Creator: STEPHEN BIEGEL (CITY MARSHAL)
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STEPHEN BIEGEL (CITY MARSHAL) 401K PROFIT SHARING PLAN, STEPHEN BIEGEL (CITY MARSHAL)

STEPHEN BIEGEL (CITY MARSHAL)EIN 26-1517259Plan #001PY 2015

109 WEST 38TH STREET - NEW YORK, NY 10018212-627-7425LinkedIn1-10 employeessecurity and investigations

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$564K

No prior year

Total participants

No prior year

Average account balance

$112,748

No prior year

Annual return

-19.20%

No prior year

Benchmarks

See 9,820 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort9,820 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.35M

Not enough data

1 years with asset history on file

Average account balance

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

$168K

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.

140.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$178K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+8.32%

Not enough data

1 years with return on file

Admin fee / account holder

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

$17533

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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$9K

$1847 / participant

Other / not subdivided$9K100.0%

% of EOY assets

1.639%

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

$112,748

$84,527+33.4%

$67,711+66.5%

$125,393-10.1%

Participation rate

100.0%

74.8%+25.2pp

67.5%+32.5pp

83.2%+16.8pp

Annual return

-19.20%

2.57%-21.8pp

25.41%-44.6pp

282.23%-301.4pp

Employer contribution / active EE

$16,095

$3,292+388.9%

$2,559+528.9%

$4,866+230.8%

Participant deferral / active EE

$8,908

$4,429+101.1%

$3,585+148.5%

$5,351+66.5%

Admin fee / account holder

$1,847

$5,340-65.4%

$4,255-56.6%

$9,541-80.6%

STEPHEN BIEGEL (CITY MARSHAL) 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

STEPHEN BIEGEL (CITY MARSHAL) 401K 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