Retirement plan

CYRULI, SHANKS, HART & ZIZMOR, LLP 401(K) PROFIT SHARING PLAN

Name: CYRULI, SHANKS, HART & ZIZMOR, LLP - CYRULI, SHANKS, HART & ZIZMOR, LLP 401(K) PROFIT SHARING PLAN (2015) Form 5500
Creator: CYRULI, SHANKS, HART & ZIZMOR, LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CYRULI, SHANKS, HART & ZIZMOR, LLP 401(K) PROFIT SHARING PLAN, CYRULI, SHANKS, HART & ZIZMOR, LLP

CYRULI, SHANKS, HART & ZIZMOR, LLPEIN 41-2079599Plan #001PY 2015

420 LEXINGTON AVENUE, SUITE 2320 - NEW YORK, NY 101702002212-661-6800cshzlaw.comLinkedIn1-10 employeeslegal services

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$1.7M

No prior year

Total participants

No prior year

Average account balance

$140,170

No prior year

Annual return

-1.20%

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

$3.18M

Not enough data

1 years with asset history on file

Average account balance

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

$227K

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.

66.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$232K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+13.83%

Not enough data

1 years with return on file

Admin fee / account holder

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

$63943

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 codes2F2G2J3B3D

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

$2K

$192 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.148%

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

$140,170

$127,387+10.0%

$115,038+21.8%

$125,389+11.8%

Participation rate

76.9%

84.2%-7.2pp

81.4%-4.4pp

83.2%-6.3pp

Annual return

-1.20%

31.28%-32.5pp

26.14%-27.3pp

282.24%-283.4pp

Employer contribution / active EE

$4,305

$5,166-16.7%

$4,608-6.6%

$4,866-11.5%

Participant deferral / active EE

$7,520

$6,423+17.1%

$6,026+24.8%

$5,352+40.5%

Admin fee / account holder

$208

$9,516-97.8%

$8,175-97.5%

$9,541-97.8%

CYRULI, SHANKS, HART & ZIZMOR, LLP 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CYRULI, SHANKS, HART & ZIZMOR, LLP 401(K) PROFIT SHARING 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