Retirement plan

GOMEZ AND SULLIVAN ENGINEERS, DPC 401(K) PLAN

Name: GOMEZ AND SULLIVAN ENGINEERS, DPC - GOMEZ AND SULLIVAN ENGINEERS, DPC 401(K) PLAN (2019) 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 2019

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

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$11.3M

+26.2% from 2018

Total participants

0.0% from 2018

Average account balance

$221,996

+21.2% from 2018

Annual return

22.91%

+30.74 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

$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

$461K

$10028 / participant

Other / not subdivided$461K100.0%

% of EOY assets

4.074%

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

$221,996

$89,364+148.4%

$141,177+57.2%

$72,983+204.2%

Participation rate

95.7%

75.1%+20.5pp

82.5%+13.2pp

69.5%+26.2pp

Annual return

22.91%

111.86%-88.9pp

71.40%-48.5pp

81.01%-58.1pp

Employer contribution / active EE

$7,609

$3,115+144.3%

$4,736+60.7%

$2,440+211.8%

Participant deferral / active EE

$8,739

$5,419+61.3%

$6,710+30.2%

$3,608+142.3%

Admin fee / account holder

$9,045

$5,959+51.8%

$10,263-11.9%

$5,124+76.5%

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