Retirement plan

BLANK ROME PROFIT-SHARING PLAN

Name: BLANK ROME LLP - BLANK ROME PROFIT-SHARING PLAN (2016) Form 5500
Creator: BLANK ROME LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BLANK ROME PROFIT-SHARING PLAN, BLANK ROME LLP

BLANK ROME LLPEIN 23-1311874Plan #001PY 2016

ONE LOGAN SQUARE, 130 N 18TH ST - PHILADELPHIA, PA 191032757215-569-5715blankrome.comLinkedIn1001-5000 employeeslaw practice

Other plans on this EIN

1 filing

#002Retirement-$22.3M assets

Prospect flagsLow returnsHigh assets / participant

Top hat statement on fileNQDC

Filed September 20, 2011

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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How to read this page

Total assets (EOY)

$294.5M

+9.5% from 2015

Total participants

1,056

+14.8% from 2015

Average account balance

$317,389

+2.3% from 2015

Annual return

6.86%

+4.35 pp from 2015

Benchmarks

See 2,524 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort2,524 peers

Snapshot2016

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$540.55M

Not enough data

1 years with asset history on file

Average account balance

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

$514K

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.

1,052

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.

89.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$27.49M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$33K

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

+12.16%

Not enough data

1 years with return on file

Admin fee / account holder

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

$37

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

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Service providers

Top 7 by compensation

Provider	Service type	Compensation
AMERICAN FUNDS2+ years Filed as: NEWPORT CAPITAL GROUP Service code 27 · EIN 86-1109193	Advisory (Plan)	$48,500
FORVIS MAZARS, LLP1 year Filed as: MAZARS USA LLP Service code 10 · EIN 13-1459550	Accounting	$18,335
THE HAVERFORD TRUST COMPANY2+ years Service code 16 · EIN 23-2329854	Consulting	$16,110
CBIZ RETIREMENT PLAN SERVICES1 year Filed as: CBIZ SAVITZ Service code 17 · EIN 31-1582098	Pension Consulting	$16,059
TRAYNOR CAPITAL MANAGEMENT1 year Service code 16 · EIN 26-2115437	Consulting	$12,788
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524	Advisory (Plan)	$11,305
FIDELITY INVESTMENTS INSTITUTIONAL2+ years Filed as: FIDELITY INVESTMENT Service code 37 · EIN 04-2647786	Loan Processing	-$159,785

Plan features & details

Pension benefit codes2E2F2G2J2R3H

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

-$42K

$-55 / participant

Investment mgmt$11K0.0%

% of EOY assets

-0.014%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.

Auditor firm: MAZARS USA LLP
Auditor EIN: 131459550
Audit fees: (not subdivided)
Opinion code: Disclaimer

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$317,389

$80,177+295.9%

$123,892+156.2%

$57,658+450.5%

Participation rate

83.2%

74.4%+8.8pp

81.4%+1.8pp

70.2%+13.0pp

Annual return

6.86%

17.90%-11.0pp

47.52%-40.7pp

5.13%+1.7pp

Employer contribution / active EE

$19,277

$2,913+561.8%

$4,617+317.5%

$1,974+876.7%

Participant deferral / active EE

$2,608

$5,130-49.2%

$5,984-56.4%

$3,061-14.8%

Admin fee / account holder

-$45

$106-142.2%

$8,357-100.5%

$95-147.5%

Provider

Service type

Compensation

AMERICAN FUNDS2+ years

Filed as: NEWPORT CAPITAL GROUP

Service code 27 · EIN 86-1109193

Advisory (Plan)

$48,500

FORVIS MAZARS, LLP1 year

Filed as: MAZARS USA LLP

Service code 10 · EIN 13-1459550

Accounting

$18,335

THE HAVERFORD TRUST COMPANY2+ years

Service code 16 · EIN 23-2329854

Consulting

$16,110

CBIZ RETIREMENT PLAN SERVICES1 year

Filed as: CBIZ SAVITZ

Service code 17 · EIN 31-1582098

Pension Consulting

$16,059

TRAYNOR CAPITAL MANAGEMENT1 year

Service code 16 · EIN 26-2115437

Consulting

$12,788

STRATEGIC ADVISORS, INC.2+ years

Service code 27 · EIN 04-2654524

Advisory (Plan)

$11,305

FIDELITY INVESTMENTS INSTITUTIONAL2+ years

Filed as: FIDELITY INVESTMENT

Service code 37 · EIN 04-2647786

Loan Processing

-$159,785

BLANK ROME PROFIT-SHARING PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BLANK ROME PROFIT-SHARING PLAN

Top hat statement on fileNQDC

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