Retirement plan

MARSHALL PAETZEL LANDSCAPE ARCHITECTURE, PC 401(K) PROFIT SHARING PLAN

Name: MARSHALL PAETZEL LANDSCAPE ARCHITECTURE, PC - MARSHALL PAETZEL LANDSCAPE ARCHITECTURE, PC 401(K) PROFIT SHARING PLAN (2020) Form 5500
Creator: MARSHALL PAETZEL LANDSCAPE ARCHITECTURE, PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MARSHALL PAETZEL LANDSCAPE ARCHITECTURE, PC 401(K) PROFIT SHARING PLAN, MARSHALL PAETZEL LANDSCAPE ARCHITECTURE, PC

MARSHALL PAETZEL LANDSCAPE ARCHITECTURE, PCEIN 20-1760702Plan #001PY 2020

PO BOX 478, 5175 RT 48 - MATTITUCK, NY 11952631-209-2410mplastudio.comLinkedIn1-10 employeesarchitecture & planning

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$411K

+36.7% from 2019

Total participants

+20.0% from 2019

Average account balance

$68,525

+13.9% from 2019

Annual return

18.60%

-6.64 pp from 2019

Benchmarks

See 120,737 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort120,737 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.19M

Not enough data

1 years with asset history on file

Average account balance

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

$239K

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

$96K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

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

+20.51%

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 codes2E2F2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$24K

$4899 / participant

Other / not subdivided$24K100.0%

% of EOY assets

5.958%

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

$68,525

$165,399-58.6%

$149,745-54.2%

$158,982-56.9%

Participation rate

100.0%

84.6%+15.4pp

82.5%+17.5pp

82.0%+18.0pp

Annual return

18.60%

348.34%-329.7pp

276.72%-258.1pp

302.99%-284.4pp

Employer contribution / active EE

$3,853

$5,105-24.5%

$4,646-17.1%

$4,763-19.1%

Participant deferral / active EE

$11,937

$7,183+66.2%

$6,843+74.4%

$5,983+99.5%

Admin fee / account holder

$4,083

$10,811-62.2%

$9,312-56.2%

$11,252-63.7%

MARSHALL PAETZEL LANDSCAPE ARCHITECTURE, PC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MARSHALL PAETZEL LANDSCAPE ARCHITECTURE, PC 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