Retirement plan

SH GROUP, INC. PROFIT SHARING AND 401(K) PLAN

Name: SH GROUP, INC. - SH GROUP, INC. PROFIT SHARING AND 401(K) PLAN (2015) Form 5500
Creator: SH GROUP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SH GROUP, INC. PROFIT SHARING AND 401(K) PLAN, SH GROUP, INC.

SH GROUP, INC.EIN 42-1687433Plan #003PY 2015

1515 BROADWAY, 15TH FLOOR - NEW YORK, NY 100368901800-328-1600shgroup.euLinkedIn11-50 employeesmarketing and advertising

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed May 11, 2023

Plan administrator

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1185 Avenue of the Americas (5th FL)

New York, NY 10036

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Plans declared (1)

Plan name not on file51 emp

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Total assets (EOY)

$79M

No prior year

Total participants

840

No prior year

Average account balance

$95,368

No prior year

Annual return

0.25%

No prior year

Benchmarks

See 2,331 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort2,331 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$140.71M

Not enough data

1 years with asset history on file

Average account balance

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

$162K

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.

866

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.

97.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$9.76M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+15.55%

Not enough data

1 years with return on file

Admin fee / account holder

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

$127

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

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Service providers

Top 3 by compensation

Provider	Service type	Compensation
PORTFOLIO EVALUATIONS, INC.1+ years Service code 10 15 INDEPENDENCE BLVD · WARREN, NJ 07059	Accounting	$21,000
JOHN HANCOCK LIFE INSURANCE COMPANY1+ years Filed as: JOHN HANCOCK RETIRMENT SRVCS Service code 15 · EIN 01-0233346	Recordkeeping	$20,676
JP MORGAN INVESTMENT MANAGEMENT INC1+ years Filed as: NEW YORK LIFE INVESTMENT MANAGEMENT Service code 15 · EIN 52-2206685	Recordkeeping	$7,680

Plan features & details

Pension benefit codes2E2G2H2J2O2S2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.
2O
ESOP other than a leveraged ESOP
Employee stock ownership plan that is not leveraged.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$44K

$95 / participant

Contract admin$24K55.6%
Other / not subdivided$20K44.4%

% of EOY assets

0.056%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: ANCHIN, BLOCK & ANCHIN LLP
Auditor EIN: 130436940
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$95,368

$88,324+8.0%

$115,038-17.1%

$55,191+72.8%

Participation rate

97.4%

72.5%+24.9pp

81.4%+16.0pp

69.2%+28.2pp

Annual return

0.25%

6.30%-6.0pp

26.14%-25.9pp

10.78%-10.5pp

Employer contribution / active EE

$2,656

$2,805-5.3%

$4,608-42.4%

$1,899+39.9%

Participant deferral / active EE

$8,968

$5,042+77.9%

$6,026+48.8%

$3,046+194.4%

Admin fee / account holder

$53

$105-49.6%

$8,175-99.4%

$91-41.5%

Provider

Service type

Compensation

PORTFOLIO EVALUATIONS, INC.1+ years

Service code 10

15 INDEPENDENCE BLVD · WARREN, NJ 07059

Accounting

$21,000

JOHN HANCOCK LIFE INSURANCE COMPANY1+ years

Filed as: JOHN HANCOCK RETIRMENT SRVCS

Service code 15 · EIN 01-0233346

Recordkeeping

$20,676

JP MORGAN INVESTMENT MANAGEMENT INC1+ years

Filed as: NEW YORK LIFE INVESTMENT MANAGEMENT

Service code 15 · EIN 52-2206685

Recordkeeping

$7,680

SH GROUP, INC. PROFIT SHARING AND 401(K) PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SH GROUP, INC. PROFIT SHARING AND 401(K) PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

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