Retirement plan

PULITZER CENTER ON CRISIS REPORTING RETIREMENT PLAN

Name: PULITZER CENTER ON CRISIS - PULITZER CENTER ON CRISIS REPORTING RETIREMENT PLAN (2024) Form 5500
Creator: PULITZER CENTER ON CRISIS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PULITZER CENTER ON CRISIS REPORTING RETIREMENT PLAN, PULITZER CENTER ON CRISIS

PULITZER CENTER ON CRISISEIN 27-0458242Plan #001PY 2024

2000 PENNSYLVANIA AVE NW SUITE 7 - WASHINGTON, DC 20006202-991-0605pulitzercenter.orgLinkedIn51-200 employeesmedia production

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$4M

+38.7% from 2023

Total participants

0.0% from 2023

Average account balance

$72,923

+21.1% from 2023

Annual return

26.20%

+13.79 pp from 2023

Benchmarks

See 3,221 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants25-99

Cohort3,221 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.01M

Not enough data

1 years with asset history on file

Average account balance

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

$73K

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.

148.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$397K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+26.20%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1083

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 codes2G2F2L2S2T3D

Plan features

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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$60K

$1610 / participant

Other / not subdivided$60K100.0%

% of EOY assets

1.485%

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

$72,923

$77,472-5.9%

$100,415-27.4%

$80,959-9.9%

Participation rate

94.6%

76.9%+17.6pp

81.5%+13.1pp

67.7%+26.9pp

Annual return

26.20%

37.26%-11.1pp

49.47%-23.3pp

35.67%-9.5pp

Employer contribution / active EE

$5,381

$2,800+92.2%

$3,943+36.5%

$2,757+95.2%

Participant deferral / active EE

$5,347

$6,818-21.6%

$8,091-33.9%

$4,300+24.3%

Admin fee / account holder

$1,083

$5,885-81.6%

$7,906-86.3%

$6,925-84.4%

PULITZER CENTER ON CRISIS REPORTING RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PULITZER CENTER ON CRISIS REPORTING RETIREMENT 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