Retirement plan

GOMEZ AND SULLIVAN ENGINEERS, DPC 401(K) PLAN

Name: GOMEZ AND SULLIVAN ENGINEERS, DPC - GOMEZ AND SULLIVAN ENGINEERS, DPC 401(K) PLAN (2018) Form 5500
Creator: GOMEZ AND SULLIVAN ENGINEERS, DPC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GOMEZ AND SULLIVAN ENGINEERS, DPC 401(K) PLAN, GOMEZ AND SULLIVAN ENGINEERS, DPC

GOMEZ AND SULLIVAN ENGINEERS, DPCEIN 16-1432280Plan #001PY 2018

288 GENESEE STREET - UTICA, NY 13502315-724-4860gomezandsullivan.comLinkedIn11-50 employeescivil engineering

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$9M

-5.3% from 2017

Total participants

+3.9% from 2017

Average account balance

$183,158

-3.4% from 2017

Annual return

-7.83%

-26.44 pp from 2017

Benchmarks

See 25,536 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort25,536 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$18.57M

Not enough data

1 years with asset history on file

Average account balance

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

$315K

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.

128.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$828K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+11.96%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4567

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

$361K

$7513 / participant

Other / not subdivided$361K100.0%

% of EOY assets

4.018%

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

$183,158

$77,816+135.4%

$123,552+48.2%

$64,173+185.4%

Participation rate

91.7%

74.7%+17.0pp

82.3%+9.4pp

69.6%+22.1pp

Annual return

-7.83%

12.49%-20.3pp

119.20%-127.0pp

7.63%-15.5pp

Employer contribution / active EE

$4,479

$3,014+48.6%

$4,628-3.2%

$2,381+88.1%

Participant deferral / active EE

$7,950

$5,240+51.7%

$6,426+23.7%

$3,470+129.1%

Admin fee / account holder

$7,360

$5,519+33.4%

$9,285-20.7%

$4,887+50.6%

GOMEZ AND SULLIVAN ENGINEERS, DPC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GOMEZ AND SULLIVAN ENGINEERS, DPC 401(K) 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