Retirement plan

SEIGNEUR GUSTAFSON LLP SECTION 401 (K) PROFIT SHARING PLAN

Name: SEIGNEUR GUSTAFSON LLP - SEIGNEUR GUSTAFSON LLP SECTION 401 (K) PROFIT SHARING PLAN (2019) Form 5500
Creator: SEIGNEUR GUSTAFSON LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SEIGNEUR GUSTAFSON LLP SECTION 401 (K) PROFIT SHARING PLAN, SEIGNEUR GUSTAFSON LLP

SEIGNEUR GUSTAFSON LLPEIN 20-0100457Plan #001PY 2019

940 WADSWORTH BOULEVARD SUITE 200 - LAKEWOOD, CO 80214303-980-1111cpavalue.comLinkedIn1-10 employeesaccounting

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$332K

+27.3% from 2018

Total participants

-20.0% from 2018

Average account balance

$27,684

+59.1% from 2018

Annual return

20.51%

+28.00 pp from 2018

Benchmarks

See 119,358 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort119,358 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$633K

Not enough data

1 years with asset history on file

Average account balance

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

$63K

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

$28K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+11.44%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2324

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 codes2E2H2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.

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

$21K

$2655 / participant

Other / not subdivided$21K100.0%

% of EOY assets

6.395%

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

$27,684

$157,276-82.4%

$141,177-80.4%

$152,885-81.9%

Participation rate

100.0%

84.8%+15.2pp

82.5%+17.5pp

Annual return

20.51%

64.33%-43.8pp

71.40%-50.9pp

345.39%-324.9pp

Employer contribution / active EE

$1,843

$5,262-65.0%

$4,736-61.1%

$4,763-61.3%

Participant deferral / active EE

$2,850

$7,110-59.9%

$6,710-57.5%

$5,851-51.3%

Admin fee / account holder

$1,770

$12,123-85.4%

$10,263-82.8%

$11,598-84.7%

SEIGNEUR GUSTAFSON LLP SECTION 401 (K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SEIGNEUR GUSTAFSON LLP SECTION 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