Retirement plan

SAMPSON MORRIS GROUP, INC. 401(K) PLAN

Name: SAMPSON MORRIS GROUP, INC. - SAMPSON MORRIS GROUP, INC. 401(K) PLAN (2019) Form 5500
Creator: SAMPSON MORRIS GROUP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SAMPSON MORRIS GROUP, INC. 401(K) PLAN, SAMPSON MORRIS GROUP, INC.

SAMPSON MORRIS GROUP, INC.EIN 23-2870814Plan #002PY 2019

2500 ELDO ROAD - MONROEVILLE, PA 15146412-374-1060sampsonmorrisgroup.comLinkedIn51-200 employeesreal estate

Prospect flagsHigh feesLow participation

How to read this page

Total assets (EOY)

$6.3M

+10.6% from 2018

Total participants

102

-1.9% from 2018

Average account balance

$87,146

+12.2% from 2018

Annual return

19.23%

+25.60 pp from 2018

Benchmarks

See 3,605 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants25-99

Cohort3,605 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.99M

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.

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.

57.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$510K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+13.56%

Not enough data

1 years with return on file

Admin fee / account holder

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

$731

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
S & T WEALTH TRUST5+ years Service code 21 · EIN 25-1607533 800 PHILADELPHIA STREET · INDIANA, PA 15701	Bank Trustee	$25,635
AMERICAN REALTY ADVISORS5+ years Filed as: AMERICAN PENSION BENEFITS Service code 15 · EIN 25-1722805 115 VIP DRIVE, SUITE 120 · WEXFORD, PA 15090	Recordkeeping	$19,499
BUCKLER MCKENNEY & NADZADI PC1 year Filed as: BUCKLER, MCKENNEY & NADZADI, P.C. Service code 10 · EIN 25-1769537 116 FOX PLAN ROAD · MONROEVILLE, PA 15146	Accounting	$5,500

Plan features & details

Pension benefit codes2E2G2J2K3D2T

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.
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.

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$51K

$589 / participant

Investment mgmt$26K50.6%
Contract admin$19K38.5%
Other / not subdivided$6K10.9%

% of EOY assets

0.807%

all-in expense ratio

Categories reported

2 / 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: BUCKLER, MCKENNEY & NADZADI, PC
Auditor EIN: 251769537
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$87,146

$65,395+33.3%

$182,558-52.3%

$72,976+19.4%

Participation rate

65.1%

65.4%-0.3pp

78.0%-12.9pp

69.5%-4.4pp

Annual return

19.23%

27.68%-8.4pp

148.59%-129.4pp

81.02%-61.8pp

Employer contribution / active EE

$1,731

$1,911-9.4%

$4,076-57.5%

$2,440-29.1%

Participant deferral / active EE

$3,056

$3,563-14.2%

$5,526-44.7%

$3,608-15.3%

Admin fee / account holder

$703

$4,245-83.4%

$8,594-91.8%

$5,124-86.3%

Provider

Service type

Compensation

S & T WEALTH TRUST5+ years

Service code 21 · EIN 25-1607533

800 PHILADELPHIA STREET · INDIANA, PA 15701

Bank Trustee

$25,635

AMERICAN REALTY ADVISORS5+ years

Filed as: AMERICAN PENSION BENEFITS

Service code 15 · EIN 25-1722805

115 VIP DRIVE, SUITE 120 · WEXFORD, PA 15090

Recordkeeping

$19,499

BUCKLER MCKENNEY & NADZADI PC1 year

Filed as: BUCKLER, MCKENNEY & NADZADI, P.C.

Service code 10 · EIN 25-1769537

116 FOX PLAN ROAD · MONROEVILLE, PA 15146

Accounting

$5,500

SAMPSON MORRIS GROUP, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SAMPSON MORRIS GROUP, INC. 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