Retirement plan

BURSOR & FISHER P.A. RETIREMENT PLAN

Name: BURSOR & FISHER P.A. - BURSOR & FISHER P.A. RETIREMENT PLAN (2015) Form 5500
Creator: BURSOR & FISHER P.A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BURSOR & FISHER P.A. RETIREMENT PLAN, BURSOR & FISHER P.A.

BURSOR & FISHER P.A.EIN 27-4386737Plan #002PY 2015

888 SEVENTH AVENUE - NEW YORK, NY 10019212-989-9113

Other plans on this EIN

2 filings

#001Retirement-$585K assets #003Retirement-$64K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$469K

No prior year

Total participants

No prior year

Average account balance

$58,592

No prior year

Annual return

0.29%

No prior year

Benchmarks

See 103,909 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort103,909 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.28M

Not enough data

1 years with asset history on file

Average account balance

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

$152K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$145K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+6.54%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6038

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 codes2E2J2D3D

Plan features

2D
Offset plan
Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$9K

$925 / participant

Other / not subdivided$9K100.0%

% of EOY assets

1.974%

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

$58,592

$127,387-54.0%

$115,038-49.1%

$125,389-53.3%

Participation rate

80.0%

84.2%-4.2pp

81.4%-1.4pp

83.2%-3.2pp

Annual return

0.29%

31.28%-31.0pp

26.14%-25.9pp

282.24%-281.9pp

Employer contribution / active EE

$5,752

$5,166+11.3%

$4,608+24.8%

$4,866+18.2%

Participant deferral / active EE

$4,586

$6,423-28.6%

$6,026-23.9%

$5,352-14.3%

Admin fee / account holder

$1,157

$9,516-87.8%

$8,175-85.9%

$9,541-87.9%

BURSOR & FISHER P.A. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BURSOR & FISHER P.A. 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