Retirement plan

PJT CONSULTING INC 401(K) PROFIT SHARING PLAN & TRUST

Name: PJT CONSULTING INC - PJT CONSULTING INC 401(K) PROFIT SHARING PLAN & TRUST (2024) Form 5500
Creator: PJT CONSULTING INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PJT CONSULTING INC 401(K) PROFIT SHARING PLAN & TRUST, PJT CONSULTING INC

PJT CONSULTING INCEIN 80-0180677Plan #001PY 2024

2 HUNTINGTON QUADRANGLE, STE 1N15 - MELVILLE, NY 11747631-760-5953pjtconsulting.comLinkedIn1-10 employeeshospital & health care

Other plans on this EIN

1 filing

#002Retirement-$1.9M assets

Prospect flagsLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$1.5M

+91.8% from 2023

Total participants

144

+2.1% from 2023

Average account balance

$15,681

+67.3% from 2023

Annual return

17.38%

-77.04 pp from 2023

Benchmarks

See 2,051 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants100-249

Cohort2,051 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.47M

Not enough data

1 years with asset history on file

Average account balance

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

$16K

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.

78.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$586K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+17.38%

Not enough data

1 years with return on file

Admin fee / account holder

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

$205

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 codes2E2F2G2J2T3D3H

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.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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

$19K

$161 / participant

Other / not subdivided$19K100.0%

% of EOY assets

1.308%

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

$15,681

$60,504-74.1%

$81,882-80.8%

$74,478-78.9%

Participation rate

58.3%

62.9%-4.6pp

72.4%-14.1pp

67.2%-8.9pp

Annual return

17.38%

16.91%+0.5pp

779.47%-762.1pp

1370.56%-1353.2pp

Employer contribution / active EE

$2,415

$2,627-8.1%

$2,916-17.2%

$2,626-8.0%

Participant deferral / active EE

$2,465

$3,400-27.5%

$4,323-43.0%

$4,350-43.3%

Admin fee / account holder

$205

$1,492-86.3%

$7,360-97.2%

$1,946-89.5%

PJT CONSULTING INC 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PJT CONSULTING INC 401(K) PROFIT SHARING PLAN & 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