Retirement plan

WALLIS ANNENBERG CENTER FOR TH 401 K PROFIT SHARING PLAN TRUST

Name: WALLIS ANNENBERG CENTER FOR TH - WALLIS ANNENBERG CENTER FOR TH 401 K PROFIT SHARING PLAN TRUST (2015) Form 5500
Creator: WALLIS ANNENBERG CENTER FOR TH
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WALLIS ANNENBERG CENTER FOR TH 401 K PROFIT SHARING PLAN TRUST, WALLIS ANNENBERG CENTER FOR TH

WALLIS ANNENBERG CENTER FOR THEIN 95-4467830Plan #001PY 2015

9390 SANTA MONICA BLVD - BEVERLY HILLS, CA 902104885310-246-3800LinkedIn11-50 employeesperforming arts

Prospect flagsLow participationLow employer contribution

How to read this page

Total assets (EOY)

$170K

No prior year

Total participants

No prior year

Average account balance

$24,240

No prior year

Annual return

-2.40%

No prior year

Benchmarks

See 2,206 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants25-99

Cohort2,206 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$901K

Not enough data

1 years with asset history on file

Average account balance

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

$45K

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.

87.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$129K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+14.21%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4135

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 codes2E2F2G2J2T3D

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.

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

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

$24,240

$39,162-38.1%

$100,671-75.9%

$59,633-59.4%

Participation rate

16.0%

55.9%-39.9pp

70.7%-54.7pp

68.7%-52.7pp

Annual return

-2.40%

21.07%-23.5pp

20.43%-22.8pp

2041.45%-2043.9pp

Employer contribution / active EE

$1,151-100.0%

$4,012-100.0%

$2,203-100.0%

Participant deferral / active EE

$1,439

$1,992-27.7%

$3,144-54.2%

$3,192-54.9%

Admin fee / account holder

$2,969-100.0%

$4,850-100.0%

$4,297-100.0%

WALLIS ANNENBERG CENTER FOR TH 401 K PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

WALLIS ANNENBERG CENTER FOR TH 401 K PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion