Retirement plan

EASTERN STATE PENITENTIARY HISTORIC SITE RETIREMENT PLAN

Name: EASTERN STATE PENITENTIARY HISTORIC SITE, INC. - EASTERN STATE PENITENTIARY HISTORIC SITE RETIREMENT PLAN (2019) 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 2019

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

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.6M

+28.0% from 2018

Total participants

+18.6% from 2018

Average account balance

$19,264

+9.3% from 2018

Annual return

21.92%

+32.74 pp from 2018

Benchmarks

See 2,672 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants25-99

Cohort2,672 peers

Snapshot2019

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

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

$26K

$460 / participant

Other / not subdivided$26K100.0%

% of EOY assets

1.631%

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

$19,264

$48,570-60.3%

$130,660-85.3%

$72,983-73.6%

Participation rate

98.2%

58.6%+39.6pp

71.7%+26.5pp

69.5%+28.7pp

Annual return

21.92%

38.63%-16.7pp

1709.29%-1687.4pp

81.01%-59.1pp

Employer contribution / active EE

$1,334-100.0%

$4,092-100.0%

$2,440-100.0%

Participant deferral / active EE

$1,579

$2,384-33.8%

$3,603-56.2%

$3,608-56.2%

Admin fee / account holder

$314

$3,549-91.1%

$5,463-94.2%

$5,124-93.9%

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