Retirement plan

WINSTON ART GROUP 401(K) PLAN

Name: WINSTON ART GROUP - WINSTON ART GROUP 401(K) PLAN (2018) Form 5500
Creator: WINSTON ART GROUP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WINSTON ART GROUP 401(K) PLAN, WINSTON ART GROUP

WINSTON ART GROUPEIN 27-2541263Plan #001PY 2018

126 EAST 56TH STREET, 24TH FLOOR - NEW YORK, NY 10022212-542-5755wag-art.comLinkedIn11-50 employeesfine art

Prospect flagsLow returnsLow participation

How to read this page

Total assets (EOY)

$636K

-3.5% from 2017

Total participants

+10.5% from 2017

Average account balance

$79,472

-27.6% from 2017

Annual return

-12.74%

-33.51 pp from 2017

Benchmarks

See 116,757 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort116,757 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.45M

Not enough data

1 years with asset history on file

Average account balance

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

$204K

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.

50.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$128K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+9.76%

Not enough data

1 years with return on file

Admin fee / account holder

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

$251

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 codes2F2J2G3D

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.
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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

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

$79,472

$138,075-42.4%

$123,552-35.7%

$135,379-41.3%

Participation rate

38.1%

84.7%-46.6pp

82.3%-44.2pp

82.6%-44.5pp

Annual return

-12.74%

153.70%-166.4pp

119.20%-131.9pp

519.79%-532.5pp

Employer contribution / active EE

$5,152-100.0%

$4,628-100.0%

$4,779-100.0%

Participant deferral / active EE

$2,893

$6,800-57.5%

$6,426-55.0%

$5,609-48.4%

Admin fee / account holder

$10,917-100.0%

$9,285-100.0%

$10,828-100.0%

WINSTON ART GROUP 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

WINSTON ART GROUP 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion