Retirement plan

STRADLEY, RONON, STEVENS & YOUNG, LLP RETIREMENT PLAN II

Name: STRADLEY, RONON, STEVENS & YOUNG, LLP - STRADLEY, RONON, STEVENS & YOUNG, LLP RETIREMENT PLAN II (2016) 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 RETIREMENT PLAN II, STRADLEY, RONON, STEVENS & YOUNG, LLP

STRADLEY, RONON, STEVENS & YOUNG, LLPEIN 23-1130381Plan #004PY 2016

2600 ONE COMMERCE SQUARE - PHILADELPHIA, PA 191037098215-564-8000

Other plans on this EIN

2 filings

#001Retirement-$98.6M assets #002Retirement-$6.4M assets

Prospect flagsRecently reached 100 employees

How to read this page

Total assets (EOY)

$10M

+33.7% from 2015

Total participants

164

+2.5% from 2015

Average account balance

$75,892

No prior year

Annual return

9.24%

+9.96 pp from 2015

Benchmarks

See 5,032 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort5,032 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$31.59M

Not enough data

1 years with asset history on file

Average account balance

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

$171K

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.

185

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

$2.66M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+14.35%

Not enough data

1 years with return on file

Admin fee / account holder

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

$193

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.2+ years Filed as: CHARLES SCHWAB & CO. Service code 33 · EIN 94-1737782	Direct payment from the plan; Securit...	$793
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59	Shareholder Servicing	$0
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009	Directed Trustee	$0

Plan features & details

Pension benefit codes2A2E2F2G2R2T3B3F

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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.
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
3F
Leased employees
Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.

Opportunity flags

1 tripped

InformationalRecently reached 100 employees
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.

Expense breakdown

Schedule H Part II

Admin total

$25K

$158 / participant

Investment mgmt$5K18.1%
Other / not subdivided$21K81.9%

% of EOY assets

0.254%

all-in expense ratio

Categories reported

1 / 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

$75,892

$75,183+0.9%

$123,894-38.7%

$55,167+37.6%

Participation rate

80.1%

72.8%+7.3pp

81.4%-1.3pp

69.0%+11.1pp

Annual return

9.24%

19.01%-9.8pp

47.52%-38.3pp

169.23%-160.0pp

Employer contribution / active EE

$12,838

$2,823+354.7%

$4,617+178.1%

$1,963+554.2%

Participant deferral / active EE

$5,084-100.0%

$5,984-100.0%

$3,054-100.0%

Admin fee / account holder

$193

$663-70.9%

$8,357-97.7%

$504-61.8%

Provider

Service type

Compensation

CHARLES SCHWAB & CO., INC.2+ years

Filed as: CHARLES SCHWAB & CO.

Service code 33 · EIN 94-1737782

Direct payment from the plan; Securit...

$793

CHARLES SCHWAB & CO., INC.2+ years

Filed as: CHARLES SCHWAB & CO INC AND AFFILIA

Service code 59

Shareholder Servicing

CHARLES SCHWAB & CO., INC.2+ years

Filed as: CHARLES SCHWAB BANK

Service code 25 · EIN 42-1558009

Directed Trustee

STRADLEY, RONON, STEVENS & YOUNG, LLP RETIREMENT PLAN II

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

STRADLEY, RONON, STEVENS & YOUNG, LLP RETIREMENT PLAN II

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