Retirement plan

SENATOR INVESTMENT GROUP LP PROFIT SHARING 401(K) PLAN

Name: SENATOR INVESTMENT GROUP LP - SENATOR INVESTMENT GROUP LP PROFIT SHARING 401(K) PLAN (2016) Form 5500
Creator: SENATOR INVESTMENT GROUP LP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SENATOR INVESTMENT GROUP LP PROFIT SHARING 401(K) PLAN, SENATOR INVESTMENT GROUP LP

SENATOR INVESTMENT GROUP LPEIN 26-2124641Plan #001PY 2016

510 MADISON AVENUE, 28TH FLOOR - NEW YORK, NY 10022212-376-4300senatorlp.comLinkedIn11-50 employeesinvestment management

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$4.7M

+18.8% from 2015

Total participants

+16.7% from 2015

Average account balance

$147,004

+4.0% from 2015

Annual return

7.34%

+6.94 pp from 2015

Benchmarks

See 7,671 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants25-99

Cohort7,671 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$11.21M

Not enough data

1 years with asset history on file

Average account balance

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

$320K

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.

125.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$587K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$21K

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

+15.92%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6513

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 codes2E2F2H2J3D

Plan features

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).
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.

Opportunity flags

1 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$4K

$137 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.093%

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

$147,004

$87,834+67.4%

$133,975+9.7%

$62,881+133.8%

Participation rate

90.6%

83.4%+7.2pp

87.1%+3.6pp

69.3%+21.3pp

Annual return

7.34%

12.05%-4.7pp

29.29%-22.0pp

20.14%-12.8pp

Employer contribution / active EE

$455

$3,482-86.9%

$5,211-91.3%

$2,281-80.1%

Participant deferral / active EE

$13,911

$4,812+189.1%

$6,282+121.5%

$3,203+334.3%

Admin fee / account holder

$137

$5,372-97.5%

$9,324-98.5%

$4,296-96.8%

SENATOR INVESTMENT GROUP LP PROFIT SHARING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SENATOR INVESTMENT GROUP LP PROFIT SHARING 401(K) 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