Retirement plan

STOCKBRIDGE EMPLOYEE SAVINGS & INVESTMENT PLAN

Name: STOCKBRIDGE CAPITAL GROUP, LLC - STOCKBRIDGE EMPLOYEE SAVINGS & INVESTMENT PLAN (2016) Form 5500
Creator: STOCKBRIDGE CAPITAL GROUP, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STOCKBRIDGE EMPLOYEE SAVINGS & INVESTMENT PLAN, STOCKBRIDGE CAPITAL GROUP, LLC

STOCKBRIDGE CAPITAL GROUP, LLCEIN 42-1558275Plan #001PY 2016

4 EMBARCADERO CENTER, STE 3300 - SAN FRANCISCO, CA 941114184415-658-3300

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$18M

+19.4% from 2015

Total participants

+6.0% from 2015

Average account balance

$214,833

+13.7% from 2015

Annual return

10.88%

+10.25 pp from 2015

Benchmarks

See 24,582 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort24,582 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$56.76M

Not enough data

1 years with asset history on file

Average account balance

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

$280K

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.

203

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.

98.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$4.35M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$27K

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

+17.99%

Not enough data

1 years with return on file

Admin fee / account holder

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

$461

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

1 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

$295K

$3876 / participant

Other / not subdivided$295K100.0%

% of EOY assets

1.632%

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

$214,833

$76,550+180.6%

$123,894+73.4%

$62,881+241.7%

Participation rate

94.7%

73.0%+21.8pp

81.4%+13.3pp

69.3%+25.4pp

Annual return

10.88%

18.67%-7.8pp

47.52%-36.6pp

20.14%-9.3pp

Employer contribution / active EE

$6,095

$2,882+111.4%

$4,617+32.0%

$2,281+167.2%

Participant deferral / active EE

$13,983

$4,840+188.9%

$5,984+133.7%

$3,203+336.6%

Admin fee / account holder

$3,507

$4,826-27.3%

$8,357-58.0%

$4,296-18.4%

STOCKBRIDGE EMPLOYEE SAVINGS & INVESTMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

STOCKBRIDGE EMPLOYEE SAVINGS & INVESTMENT 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