Retirement plan

NUZZO & ROBERTS, L.L.C. 401(K) PROFIT SHARING PLAN

Name: NUZZO & ROBERTS, L.L.C. - NUZZO & ROBERTS, L.L.C. 401(K) PROFIT SHARING PLAN (2019) Form 5500
Creator: NUZZO & ROBERTS, L.L.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NUZZO & ROBERTS, L.L.C. 401(K) PROFIT SHARING PLAN, NUZZO & ROBERTS, L.L.C.

NUZZO & ROBERTS, L.L.C.EIN 06-1385554Plan #001PY 2019

ONE TOWN CENTER, P.O. BOX 747 - CHESHIRE, CT 06410203-250-2000nuzzo-roberts.comLinkedIn51-200 employeeslaw practice

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$8.1M

+25.3% from 2018

Total participants

+4.2% from 2018

Average account balance

$121,542

+23.5% from 2018

Annual return

21.95%

+28.89 pp from 2018

Benchmarks

See 25,913 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort25,913 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$13.78M

Not enough data

1 years with asset history on file

Average account balance

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

$206K

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.

111.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$511K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+13.47%

Not enough data

1 years with return on file

Admin fee / account holder

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

$16872

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

$201K

$3594 / participant

Other / not subdivided$201K100.0%

% of EOY assets

2.472%

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

$121,542

$89,364+36.0%

$141,177-13.9%

$72,983+66.5%

Participation rate

87.5%

75.1%+12.4pp

82.5%+5.0pp

69.5%+18.0pp

Annual return

21.95%

111.86%-89.9pp

71.40%-49.5pp

81.01%-59.1pp

Employer contribution / active EE

$1,339

$3,115-57.0%

$4,736-71.7%

$2,440-45.1%

Participant deferral / active EE

$6,058

$5,419+11.8%

$6,710-9.7%

$3,608+67.9%

Admin fee / account holder

$3,004

$5,959-49.6%

$10,263-70.7%

$5,124-41.4%

NUZZO & ROBERTS, L.L.C. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NUZZO & ROBERTS, L.L.C. 401(K) 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