Retirement plan

VAN WAGNER GROUP, LLC RETIREMENT SAVINGS PLAN

Name: VAN WAGNER GROUP, LLC - VAN WAGNER GROUP, LLC RETIREMENT SAVINGS PLAN (2021) Form 5500
Creator: VAN WAGNER GROUP, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, VAN WAGNER GROUP, LLC RETIREMENT SAVINGS PLAN, VAN WAGNER GROUP, LLC

VAN WAGNER GROUP, LLCEIN 47-1648255Plan #001PY 2021

800 THIRD AVENUE, 28TH FLOOR - NEW YORK, NY 10022212-699-8459LinkedIn1-10 employeesinsurance

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$33.6M

+12.0% from 2020

Total participants

269

-2.5% from 2020

Average account balance

$125,015

+12.5% from 2020

Annual return

14.46%

-1.12 pp from 2020

Benchmarks

See 1,010 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants100-249

Cohort1,010 peers

Snapshot2021

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Analytics

Total assets (EOY)

Plan-year ending balance

$43.19M

Not enough data

1 years with asset history on file

Average account balance

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

$131K

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.

329

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.

99.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.00M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+16.23%

Not enough data

1 years with return on file

Admin fee / account holder

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

$253

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 10 of 24 by compensation

Provider	Service type	Compensation
T ROWE PRICE RPS INC7+ years Filed as: T. ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931	Recordkeeping	$3,450
ALLIANCE PENSION CONSULTANTS, LLC1 year Filed as: ALLIANT INSURANCE SERVICES Service code 16 320 WEST 57TH STREET · NEW YORK, NV 10019	Consulting	$0
AMERICAN CENTURY2 years Filed as: AMERICAN CENTURY INVESTMENT MANAGEM Service code 28	Investment Management	$0
AMERICAN CENTURY7+ years Filed as: AMERICAN CENTURY INVESTMENTS Service code 28 · EIN 20-0623152	Investment Management	$0
AMERICAN FUNDS4 years Service code 28 · EIN 95-1411037	Investment Management	$0
ARTISAN PARTNERS2 years Service code 28 · EIN 30-0551775	Investment Management	$0
COHEN & STEERS1 year Service code 28 · EIN 14-1904657	Investment Management	$0
COLUMBIA7+ years Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450	Investment Management	$0
DAVIS2 years Filed as: DAVIS FUNDS Service code 28 · EIN 13-2601967	Investment Management	$0
FIDELITY INVESTMENTS INSTITUTIONAL4 years Filed as: FIDELITY Service code 28 · EIN 04-2647786	Investment Management	$0

Plan features & details

Pension benefit codes2F2G2J3H3D2T2E2K

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$3K

$28 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.010%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: LILLING & COMPANY LLP
Auditor EIN: 133447681
Audit fees: (not subdivided)
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$125,015

$70,879+76.4%

$189,557-34.0%

$79,386+57.5%

Participation rate

100.0%

68.0%+32.0pp

78.4%+21.6pp

70.7%+29.3pp

Annual return

14.46%

20.70%-6.2pp

64.17%-49.7pp

116.85%-102.4pp

Employer contribution / active EE

$2,942

$1,806+62.9%

$4,412-33.3%

$2,427+21.2%

Participant deferral / active EE

$6,352

$4,081+55.6%

$6,174+2.9%

$4,046+57.0%

Admin fee / account holder

$13

$647-98.0%

$9,807-99.9%

$626-98.0%

Provider

Service type

Compensation

T ROWE PRICE RPS INC7+ years

Filed as: T. ROWE PRICE RPS, INC

Service code 15 · EIN 52-1309931

Recordkeeping

$3,450

ALLIANCE PENSION CONSULTANTS, LLC1 year

Filed as: ALLIANT INSURANCE SERVICES

Service code 16

320 WEST 57TH STREET · NEW YORK, NV 10019

Consulting

AMERICAN CENTURY2 years

Filed as: AMERICAN CENTURY INVESTMENT MANAGEM

Service code 28

Investment Management

AMERICAN CENTURY7+ years

Filed as: AMERICAN CENTURY INVESTMENTS

Service code 28 · EIN 20-0623152

Investment Management

AMERICAN FUNDS4 years

Service code 28 · EIN 95-1411037

Investment Management

ARTISAN PARTNERS2 years

Service code 28 · EIN 30-0551775

Investment Management

COHEN & STEERS1 year

Service code 28 · EIN 14-1904657

Investment Management

COLUMBIA7+ years

Filed as: COLUMBIA FUNDS

Service code 28 · EIN 93-0577450

Investment Management

DAVIS2 years

Filed as: DAVIS FUNDS

Service code 28 · EIN 13-2601967

Investment Management

FIDELITY INVESTMENTS INSTITUTIONAL4 years

Filed as: FIDELITY

Service code 28 · EIN 04-2647786

Investment Management

VAN WAGNER GROUP, LLC RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

VAN WAGNER GROUP, LLC RETIREMENT SAVINGS 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