Retirement plan

PLAUCHE MASELLI PARKERSON 401(K) PROFIT SHARING PLAN

Name: PLAUCHE MASELLI PARKERSON, LLP - PLAUCHE MASELLI PARKERSON 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: PLAUCHE MASELLI PARKERSON, LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PLAUCHE MASELLI PARKERSON 401(K) PROFIT SHARING PLAN, PLAUCHE MASELLI PARKERSON, LLP

PLAUCHE MASELLI PARKERSON, LLPEIN 20-4222800Plan #001PY 2018

701 POYDRAS STREET STE. 3800 - NEW ORLEANS, LA 701393800504-582-1142

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$5.9M

-2.8% from 2017

Total participants

+3.2% from 2017

Average account balance

$92,711

-4.3% from 2017

Annual return

-7.04%

-25.13 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

$11.30M

Not enough data

1 years with asset history on file

Average account balance

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

$198K

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.

219.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$469K

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

+15.59%

Not enough data

1 years with return on file

Admin fee / account holder

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

$17462

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 codes2E2F2G2J3B

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).
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

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

$259K

$6826 / participant

Other / not subdivided$259K100.0%

% of EOY assets

4.371%

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

$92,711

$77,816+19.1%

$123,549-25.0%

$64,181+44.5%

Participation rate

97.4%

74.7%+22.7pp

82.3%+15.1pp

69.6%+27.8pp

Annual return

-7.04%

12.49%-19.5pp

119.20%-126.2pp

7.63%-14.7pp

Employer contribution / active EE

$7,220

$3,014+139.5%

$4,628+56.0%

$2,381+203.3%

Participant deferral / active EE

$6,399

$5,240+22.1%

$6,426-0.4%

$3,470+84.4%

Admin fee / account holder

$4,053

$5,519-26.6%

$9,284-56.3%

$4,887-17.1%

PLAUCHE MASELLI PARKERSON 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PLAUCHE MASELLI PARKERSON 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