Retirement plan

ANDRACKI, SYSAK & ARTMAN, P.C. 401(K) PLAN

Name: ANDRACKI, SYSAK & ARTMAN, P.C. - ANDRACKI, SYSAK & ARTMAN, P.C. 401(K) PLAN (2018) Form 5500
Creator: ANDRACKI, SYSAK & ARTMAN, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ANDRACKI, SYSAK & ARTMAN, P.C. 401(K) PLAN, ANDRACKI, SYSAK & ARTMAN, P.C.

ANDRACKI, SYSAK & ARTMAN, P.C.EIN 20-4718658Plan #001PY 2018

428 FORBES AVENUE, SUITE 600 - PITTSBURGH, PA 15219412-281-3330LinkedIn1-10 employeeslaw practice

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$637K

-4.3% from 2017

Total participants

-33.3% from 2017

Average account balance

$212,459

+27.6% from 2017

Annual return

-3.95%

-22.64 pp from 2017

Benchmarks

See 116,757 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort116,757 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.45M

Not enough data

1 years with asset history on file

Average account balance

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

$482K

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.

60.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$17K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+17.64%

Not enough data

1 years with return on file

Admin fee / account holder

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

$11460

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

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

$20K

$4902 / participant

Other / not subdivided$20K100.0%

% of EOY assets

3.076%

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

$212,459

$138,075+53.9%

$123,552+72.0%

$135,379+56.9%

Participation rate

75.0%

84.7%-9.7pp

82.3%-7.3pp

82.6%-7.6pp

Annual return

-3.95%

153.70%-157.6pp

119.20%-123.2pp

519.79%-523.7pp

Employer contribution / active EE

$1,738

$5,152-66.3%

$4,628-62.5%

$4,779-63.6%

Participant deferral / active EE

$2,584

$6,800-62.0%

$6,426-59.8%

$5,609-53.9%

Admin fee / account holder

$6,535

$10,917-40.1%

$9,285-29.6%

$10,828-39.6%

ANDRACKI, SYSAK & ARTMAN, P.C. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ANDRACKI, SYSAK & ARTMAN, P.C. 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