Retirement plan

ABEL, ROGERS & SULLIVAN 401K RETIREMENT PLAN

Name: ABEL, ROGERS & SULLIVAN - ABEL, ROGERS & SULLIVAN 401K RETIREMENT PLAN (2016) Form 5500
Creator: ABEL, ROGERS & SULLIVAN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ABEL, ROGERS & SULLIVAN 401K RETIREMENT PLAN, ABEL, ROGERS & SULLIVAN

ABEL, ROGERS & SULLIVANEIN 04-3073222Plan #002PY 2016

1 CORPORATE DRIVE - ANDOVER, MA 01810978-975-3919abel-rogers-sullivan.hub.bizLinkedIn1-10 employeesaccounting

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.8M

+6.9% from 2015

Total participants

-9.1% from 2015

Average account balance

$220,497

+33.6% from 2015

Annual return

4.11%

+8.72 pp from 2015

Benchmarks

See 113,086 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort113,086 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.72M

Not enough data

1 years with asset history on file

Average account balance

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

$619K

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

$153K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$26K

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

+15.93%

Not enough data

1 years with return on file

Admin fee / account holder

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

$12344

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 codes2J

Plan features

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.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$77K

$9577 / participant

Other / not subdivided$77K100.0%

% of EOY assets

4.343%

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

$220,497

$135,956+62.2%

$123,894+78.0%

$273,972-19.5%

Participation rate

75.0%

84.1%-9.1pp

81.4%-6.4pp

83.0%-8.0pp

Annual return

4.11%

56.63%-52.5pp

47.52%-43.4pp

41.46%-37.3pp

Employer contribution / active EE

$2,253

$5,170-56.4%

$4,617-51.2%

$4,869-53.7%

Participant deferral / active EE

$12,976

$6,343+104.6%

$5,984+116.8%

$5,287+145.4%

Admin fee / account holder

$9,577

$9,817-2.4%

$8,357+14.6%

$10,133-5.5%

ABEL, ROGERS & SULLIVAN 401K RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ABEL, ROGERS & SULLIVAN 401K RETIREMENT 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