Retirement plan

J. GOLDMAN & CO. L.P. PROFIT SHARING PLAN

Name: J. GOLDMAN & COMPANY, L.P. - J. GOLDMAN & CO. L.P. PROFIT SHARING PLAN (2016) Form 5500
Creator: J. GOLDMAN & COMPANY, L.P.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, J. GOLDMAN & CO. L.P. PROFIT SHARING PLAN, J. GOLDMAN & COMPANY, L.P.

J. GOLDMAN & COMPANY, L.P.EIN 86-1125093Plan #001PY 2016

510 MADISON AVENUE, 26TH FLOOR - NEW YORK, NY 100225321212-262-4346jgoldmanlp.comLinkedIn51-200 employeesinvestment management

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$15.2M

+5.6% from 2015

Total participants

+14.9% from 2015

Average account balance

$184,916

-9.8% from 2015

Annual return

5.59%

+5.67 pp from 2015

Benchmarks

See 24,581 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort24,581 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$52.15M

Not enough data

1 years with asset history on file

Average account balance

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

$389K

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.

134

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.

97.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$4.87M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$46K

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

+14.20%

Not enough data

1 years with return on file

Admin fee / account holder

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

$21

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 codes2E2F2G2T

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.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$692K

$10175 / participant

Other / not subdivided$692K100.0%

% of EOY assets

4.563%

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

$184,916

$76,551+141.6%

$123,894+49.3%

$62,881+194.1%

Participation rate

95.6%

73.0%+22.6pp

81.4%+14.2pp

69.3%+26.3pp

Annual return

5.59%

18.68%-13.1pp

47.52%-41.9pp

20.14%-14.6pp

Employer contribution / active EE

$2,882-100.0%

$4,617-100.0%

$2,281-100.0%

Participant deferral / active EE

$10,199

$4,840+110.7%

$5,984+70.4%

$3,203+218.4%

Admin fee / account holder

$8,438

$4,826+74.8%

$8,357+1.0%

$4,296+96.4%

J. GOLDMAN & CO. L.P. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

J. GOLDMAN & CO. L.P. PROFIT SHARING 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