Retirement plan

TENTINDO, KENDALL, CANNIFF & KEEFE, L.L.P. 401(K) SAVINGS PLAN

Name: TENTINDO, KENDALL, CANNIFF & KEEFE, L.L.P. - TENTINDO, KENDALL, CANNIFF & KEEFE, L.L.P. 401(K) SAVINGS PLAN (2018) Form 5500
Creator: TENTINDO, KENDALL, CANNIFF & KEEFE, L.L.P.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TENTINDO, KENDALL, CANNIFF & KEEFE, L.L.P. 401(K) SAVINGS PLAN, TENTINDO, KENDALL, CANNIFF & KEEFE, L.L.P.

TENTINDO, KENDALL, CANNIFF & KEEFE, L.L.P.EIN 04-3525636Plan #001PY 2018

HOOD BUSINESS PARK, 510 RUTHERFORD AVE. - BOSTON, MA 02129617-242-9600LinkedIn1-10 employeeslegal services

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$8.8M

+1.7% from 2017

Total participants

+12.9% from 2017

Average account balance

$142,407

-1.6% from 2017

Annual return

-3.66%

-19.20 pp from 2017

Benchmarks

See 25,535 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort25,535 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$19.70M

Not enough data

1 years with asset history on file

Average account balance

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

$189K

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.

104

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.

111.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.18M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+10.23%

Not enough data

1 years with return on file

Admin fee / account holder

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

$11040

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 codes2E3D2G2J2F2T

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

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

$204K

$3141 / participant

Other / not subdivided$204K100.0%

% of EOY assets

2.313%

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

$142,407

$77,817+83.0%

$123,553+15.3%

$64,173+121.9%

Participation rate

87.7%

74.7%+13.0pp

82.3%+5.4pp

69.6%+18.1pp

Annual return

-3.66%

12.49%-16.1pp

119.21%-122.9pp

7.63%-11.3pp

Employer contribution / active EE

$2,948

$3,014-2.2%

$4,628-36.3%

$2,381+23.8%

Participant deferral / active EE

$7,302

$5,240+39.3%

$6,426+13.6%

$3,470+110.4%

Admin fee / account holder

$3,293

$5,519-40.3%

$9,284-64.5%

$4,887-32.6%

TENTINDO, KENDALL, CANNIFF & KEEFE, L.L.P. 401(K) SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TENTINDO, KENDALL, CANNIFF & KEEFE, L.L.P. 401(K) SAVINGS 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