Retirement plan

WEBER GALLAGHER SIMPSON STAPLETON FIRES & NEWBY, LLP RETIREMENT PLAN

Name: WEBER GALLAGHER SIMPSON STAPLETON FIRES & NEWBY, LLP - WEBER GALLAGHER SIMPSON STAPLETON FIRES & NEWBY, LLP RETIREMENT PLAN (2015) Form 5500
Creator: WEBER GALLAGHER SIMPSON STAPLETON FIRES & NEWBY, LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WEBER GALLAGHER SIMPSON STAPLETON FIRES & NEWBY, LLP RETIREMENT PLAN, WEBER GALLAGHER SIMPSON STAPLETON FIRES & NEWBY, LLP

WEBER GALLAGHER SIMPSON STAPLETON FIRES & NEWBY, LLPEIN 23-2668892Plan #001PY 2015

2000 MARKET STREET, 13TH FLOOR - PHILADELPHIA, PA 19103215-972-7900

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$25.8M

No prior year

Total participants

309

No prior year

Average account balance

$95,132

No prior year

Annual return

-0.13%

No prior year

Benchmarks

See 4,662 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort4,662 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$34.21M

Not enough data

1 years with asset history on file

Average account balance

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

$128K

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.

267

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.

83.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.11M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+13.67%

Not enough data

1 years with return on file

Admin fee / account holder

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

$434

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
RSM US LLP1+ years Service code 10 · EIN 42-0714325	Accounting	$23,080
ALLIANCE PENSION CONSULTANTS, LLC1+ years Filed as: THE PARAGON ALLIANCE GROUP, LLC Service code 15 · EIN 23-3044062	Recordkeeping	$20,191
TRANSAMERICA RETIREMENT SOLUTIONS1+ years Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781	Recordkeeping	$7,437

Plan features & details

Pension benefit codes2E2G2J2K3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$47K

$210 / participant

Contract admin$47K100.0%

% of EOY assets

0.183%

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: RSM US LLP
Auditor EIN: 420714325
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$95,132

$70,002+35.9%

$115,038-17.3%

$52,331+81.8%

Participation rate

83.0%

72.1%+10.9pp

81.4%+1.7pp

68.1%+14.9pp

Annual return

-0.13%

4.04%-4.2pp

26.14%-26.3pp

4.54%-4.7pp

Employer contribution / active EE

$3,620

$2,715+33.3%

$4,608-21.4%

$1,882+92.4%

Participant deferral / active EE

$5,188

$4,920+5.5%

$6,026-13.9%

$3,022+71.7%

Admin fee / account holder

$174

$566-69.3%

$8,175-97.9%

$592-70.6%

Provider

Service type

Compensation

RSM US LLP1+ years

Service code 10 · EIN 42-0714325

Accounting

$23,080

ALLIANCE PENSION CONSULTANTS, LLC1+ years

Filed as: THE PARAGON ALLIANCE GROUP, LLC

Service code 15 · EIN 23-3044062

Recordkeeping

$20,191

TRANSAMERICA RETIREMENT SOLUTIONS1+ years

Filed as: TRANSAMERICA LIFE INSURANCE COMPANY

Service code 15 · EIN 39-0989781

Recordkeeping

$7,437

WEBER GALLAGHER SIMPSON STAPLETON FIRES & NEWBY, LLP RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WEBER GALLAGHER SIMPSON STAPLETON FIRES & NEWBY, LLP RETIREMENT 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