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 (2016) 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 2016

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

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$26.7M

+3.6% from 2015

Total participants

268

-13.3% from 2015

Average account balance

$112,737

+18.5% from 2015

Annual return

6.36%

+6.48 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

$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 2 by compensation

Provider	Service type	Compensation
ALLIANCE PENSION CONSULTANTS, LLC2+ years Filed as: THE PARAGON ALLIANCE GROUP, LLC Service code 15 · EIN 23-3044062	Recordkeeping	$12,085
TRANSAMERICA RETIREMENT SOLUTIONS2+ years Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781	Recordkeeping	$3,508

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

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$7K

$31 / participant

Contract admin$7K100.0%

% of EOY assets

0.025%

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

$112,737

$75,183+50.0%

$123,894-9.0%

$55,167+104.4%

Participation rate

85.8%

72.8%+13.0pp

81.4%+4.4pp

69.0%+16.9pp

Annual return

6.36%

19.01%-12.6pp

47.52%-41.2pp

169.23%-162.9pp

Employer contribution / active EE

$3,536

$2,823+25.2%

$4,617-23.4%

$1,963+80.1%

Participant deferral / active EE

$5,451

$5,084+7.2%

$5,984-8.9%

$3,054+78.5%

Admin fee / account holder

$29

$663-95.7%

$8,357-99.7%

$504-94.3%

Provider

Service type

Compensation

ALLIANCE PENSION CONSULTANTS, LLC2+ years

Filed as: THE PARAGON ALLIANCE GROUP, LLC

Service code 15 · EIN 23-3044062

Recordkeeping

$12,085

TRANSAMERICA RETIREMENT SOLUTIONS2+ years

Filed as: TRANSAMERICA LIFE INSURANCE COMPANY

Service code 15 · EIN 39-0989781

Recordkeeping

$3,508

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