Retirement plan

NATIONAL ARTISTS CORPORATION PROFIT SHARING PLAN AND TRUST

Name: NATIONAL ARTISTS CORPORATION - NATIONAL ARTISTS CORPORATION PROFIT SHARING PLAN AND TRUST (2023) Form 5500
Creator: NATIONAL ARTISTS CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NATIONAL ARTISTS CORPORATION PROFIT SHARING PLAN AND TRUST, NATIONAL ARTISTS CORPORATION

NATIONAL ARTISTS CORPORATIONEIN 52-1541283Plan #001PY 2023

586 BELLERIVE DR UNIT A - ANNAPOLIS, MD 214094619410-349-2868arthritis.org.sgLinkedIn1-10 employeeshospital & health care

Prospect flagsHigh feesHigh assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$2.3M

+15.3% from 2022

Total participants

0.0% from 2022

Average account balance

$585,548

+15.3% from 2022

Annual return

12.93%

+2.84 pp from 2022

Benchmarks

See 9,748 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort9,748 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.73M

Not enough data

1 years with asset history on file

Average account balance

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

$682K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$42K

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

+16.62%

Not enough data

1 years with return on file

Admin fee / account holder

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

$13594

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 codes2E2G2R

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.

Opportunity flags

3 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$55K

$13800 / participant

Other / not subdivided$55K100.0%

% of EOY assets

2.357%

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

$585,548

$156,970+273.0%

$121,210+383.1%

$139,487+319.8%

Participation rate

100.0%

76.5%+23.5pp

69.5%+30.5pp

80.3%+19.7pp

Annual return

12.93%

1477.10%-1464.2pp

987.41%-974.5pp

373.84%-360.9pp

Employer contribution / active EE

$15,133

$5,546+172.9%

$4,171+262.8%

$4,755+218.3%

Participant deferral / active EE

$5,863

$4,849+20.9%

$4,084+43.6%

$6,713-12.7%

Admin fee / account holder

$13,800

$6,947+98.6%

$5,647+144.4%

$11,407+21.0%

NATIONAL ARTISTS CORPORATION PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NATIONAL ARTISTS CORPORATION PROFIT SHARING PLAN AND TRUST

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