Retirement plan

GRUNDEN FINANCIAL ADVISORY 401(K) PLAN DTD 01/01/04

Name: GRUNDEN FINANCIAL ADVISORY, INC. - GRUNDEN FINANCIAL ADVISORY 401(K) PLAN DTD 01/01/04 (2015) Form 5500
Creator: GRUNDEN FINANCIAL ADVISORY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GRUNDEN FINANCIAL ADVISORY 401(K) PLAN DTD 01/01/04, GRUNDEN FINANCIAL ADVISORY, INC.

GRUNDEN FINANCIAL ADVISORY, INC.EIN 05-0545101Plan #001PY 2015

2516 LILLIAN MILLER PKWY STE 110 - DENTON, TX 762107205940-591-9007grunden.comLinkedIn1-10 employeesfinancial services

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$578K

No prior year

Total participants

No prior year

Average account balance

$144,401

No prior year

Annual return

-1.70%

No prior year

Benchmarks

See 27,820 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort27,820 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.35M

Not enough data

1 years with asset history on file

Average account balance

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

$470K

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

$128K

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

+17.37%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$144,401

$140,592+2.7%

$123,105+17.3%

$125,389+15.2%

Participation rate

100.0%

88.2%+11.8pp

86.8%+13.2pp

83.2%+16.8pp

Annual return

-1.70%

16.80%-18.5pp

13.22%-14.9pp

282.24%-283.9pp

Employer contribution / active EE

$4,452

$6,041-26.3%

$5,151-13.6%

$4,866-8.5%

Participant deferral / active EE

$8,564

$6,980+22.7%

$6,229+37.5%

$5,352+60.0%

Admin fee / account holder

$11,198-100.0%

$9,014-100.0%

$9,541-100.0%

GRUNDEN FINANCIAL ADVISORY 401(K) PLAN DTD 01/01/04

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

GRUNDEN FINANCIAL ADVISORY 401(K) PLAN DTD 01/01/04

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