Retirement plan

DE MEOLA ZAWACKI MINGIONE & CO LLC SAFE HARBOR 401

Name: DE MEOLA ZAWACKI MINGIONE & CO LLC - DE MEOLA ZAWACKI MINGIONE & CO LLC SAFE HARBOR 401 (2017) Form 5500
Creator: DE MEOLA ZAWACKI MINGIONE & CO LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DE MEOLA ZAWACKI MINGIONE & CO LLC SAFE HARBOR 401, DE MEOLA ZAWACKI MINGIONE & CO LLC

DE MEOLA ZAWACKI MINGIONE & CO LLCEIN 20-3164128Plan #001PY 2017

33 SICOMAC ROAD, SUITE 301 - NORTH HALEDON, NJ 075082954973-221-9990LinkedIn1-10 employeesaccounting

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$167K

-56.0% from 2016

Total participants

0.0% from 2016

Average account balance

$55,806

-56.0% from 2016

Annual return

4.57%

-8.89 pp from 2016

Benchmarks

See 114,325 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort114,325 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$498K

Not enough data

1 years with asset history on file

Average account balance

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

$166K

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

$87K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$29K

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

+12.78%

Not enough data

1 years with return on file

Admin fee / account holder

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

$37375

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 codes2E2G2J3B

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$307K

$102234 / participant

Other / not subdivided$307K100.0%

% of EOY assets

183.196%

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

$55,806

$150,446-62.9%

$136,297-59.1%

$147,585-62.2%

Participation rate

100.0%

84.4%+15.6pp

81.9%+18.1pp

82.8%+17.2pp

Annual return

4.57%

1049.14%-1044.6pp

5156.19%-5151.6pp

578.58%-574.0pp

Employer contribution / active EE

$6,034

$5,256+14.8%

$4,696+28.5%

$4,876+23.7%

Participant deferral / active EE

$19,426

$6,631+193.0%

$6,247+211.0%

$5,439+257.2%

Admin fee / account holder

$102,234

$10,906+837.4%

$9,244+1006.0%

$10,886+839.2%

DE MEOLA ZAWACKI MINGIONE & CO LLC SAFE HARBOR 401

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DE MEOLA ZAWACKI MINGIONE & CO LLC SAFE HARBOR 401

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