Retirement plan

STRADLEY, RONON, STEVENS & YOUNG LLP 401(K) PLAN

Name: STRADLEY, RONON, STEVENS & YOUNG, LLP - STRADLEY, RONON, STEVENS & YOUNG LLP 401(K) PLAN (2019) Form 5500
Creator: STRADLEY, RONON, STEVENS & YOUNG, LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STRADLEY, RONON, STEVENS & YOUNG LLP 401(K) PLAN, STRADLEY, RONON, STEVENS & YOUNG, LLP

STRADLEY, RONON, STEVENS & YOUNG, LLPEIN 23-1130381Plan #002PY 2019

2005 MARKET STREET, SUITE 2600 - PHILADELPHIA, PA 191037018215-564-8000

Other plans on this EIN

2 filings

#001Retirement-$134.2M assets #004Retirement-$17.6M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$14.2M

+27.5% from 2018

Total participants

164

+4.5% from 2018

Average account balance

$107,705

-0.5% from 2018

Annual return

21.39%

-6.93 pp from 2018

Benchmarks

See 5,552 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort5,552 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$17.28M

Not enough data

1 years with asset history on file

Average account balance

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

$103K

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.

167

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.

78.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.83M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+17.12%

Not enough data

1 years with return on file

Admin fee / account holder

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

$14

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 3 by compensation

Provider	Service type	Compensation
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782	Securities brokerage; Direct payment ...	$60
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC & AFFILIAT Service code 59	Shareholder Servicing	$0
CHARLES SCHWAB & CO., INC.1 year Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259	Directed Trustee	$0

Plan features & details

Pension benefit codes2F2G2J2R2T3D3F

Plan features

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
3F
Leased employees
Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$225

$2 / participant

Other / not subdivided$225100.0%

% of EOY assets

0.002%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: KREISCHER MILLER
Auditor EIN: 231980475
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$107,705

$89,652+20.1%

$141,197-23.7%

$65,186+65.2%

Participation rate

73.8%

74.7%-0.9pp

82.5%-8.7pp

70.2%+3.6pp

Annual return

21.39%

32.79%-11.4pp

71.41%-50.0pp

29.39%-8.0pp

Employer contribution / active EE

$3,065-100.0%

$4,736-100.0%

$2,177-100.0%

Participant deferral / active EE

$10,645

$5,691+87.0%

$6,710+58.6%

$3,514+202.9%

Admin fee / account holder

$569-99.7%

$10,265-100.0%

$847-99.8%

Provider

Service type

Compensation

CHARLES SCHWAB & CO., INC.5+ years

Service code 33 · EIN 94-1737782

Securities brokerage; Direct payment ...

$60

CHARLES SCHWAB & CO., INC.2 years

Filed as: CHARLES SCHWAB & CO. INC & AFFILIAT

Service code 59

Shareholder Servicing

CHARLES SCHWAB & CO., INC.1 year

Filed as: CHARLES SCHWAB TRUST BANK

Service code 25 · EIN 82-3967259

Directed Trustee

STRADLEY, RONON, STEVENS & YOUNG LLP 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

STRADLEY, RONON, STEVENS & YOUNG LLP 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