Retirement plan

EASTERN STATE PENITENTIARY HISTORIC SITE RETIREMENT PLAN

Name: EASTERN STATE PENITENTIARY HISTORIC SITE, INC. - EASTERN STATE PENITENTIARY HISTORIC SITE RETIREMENT PLAN (2016) Form 5500
Creator: EASTERN STATE PENITENTIARY HISTORIC SITE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EASTERN STATE PENITENTIARY HISTORIC SITE RETIREMENT PLAN, EASTERN STATE PENITENTIARY HISTORIC SITE, INC.

EASTERN STATE PENITENTIARY HISTORIC SITE, INC.EIN 31-1627155Plan #001PY 2016

2027 FAIRMOUNT AVENUE - PHILADELPHIA, PA 191302625215-236-5111easternstatepenitentiary.comLinkedIn1-10 employees

Other plans on this EIN

1 filing

#002Retirement-$208K assets

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$1.1M

+23.6% from 2015

Total participants

+32.6% from 2015

Average account balance

$18,504

-6.7% from 2015

Annual return

6.26%

+9.50 pp from 2015

Benchmarks

See 2,538 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants25-99

Cohort2,538 peers

Snapshot2016

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)

$40K

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.

122.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$200K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+11.58%

Not enough data

1 years with return on file

Admin fee / account holder

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

$11250

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 codes2E2F2G2J2T3D

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).
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.
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

1 tripped

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

$10K

$300 / participant

Other / not subdivided$10K100.0%

% of EOY assets

0.968%

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

$18,504

$41,377-55.3%

$109,313-83.1%

$62,881-70.6%

Participation rate

100.0%

57.5%+42.5pp

71.3%+28.7pp

69.3%+30.7pp

Annual return

6.26%

11.05%-4.8pp

22.07%-15.8pp

20.14%-13.9pp

Employer contribution / active EE

$2,620

$1,276+105.3%

$3,892-32.7%

$2,281+14.9%

Participant deferral / active EE

$1,740

$2,045-14.9%

$3,166-45.0%

$3,203-45.7%

Admin fee / account holder

$179

$2,884-93.8%

$5,666-96.8%

$4,296-95.8%

EASTERN STATE PENITENTIARY HISTORIC SITE RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EASTERN STATE PENITENTIARY HISTORIC SITE 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