Retirement plan

MEYER, DARRAGH, BUCKLER, BEBENEK & ECK RETIREMENT SAVINGS PLAN & TRUST

Name: MEYER, DARRAGH, BUCKLER, BEBENEK & ECK - MEYER, DARRAGH, BUCKLER, BEBENEK & ECK RETIREMENT SAVINGS PLAN & TRUST (2016) Form 5500
Creator: MEYER, DARRAGH, BUCKLER, BEBENEK & ECK
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MEYER, DARRAGH, BUCKLER, BEBENEK & ECK RETIREMENT SAVINGS PLAN & TRUST, MEYER, DARRAGH, BUCKLER, BEBENEK & ECK

MEYER, DARRAGH, BUCKLER, BEBENEK & ECKEIN 23-2940488Plan #004PY 2016

4850 US STEEL TOWER, 600 GRANT STREET - PITTSBURGH, PA 15219412-553-7040mdbbe.comLinkedIn51-200 employeeslaw practice

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$9.3M

+4.6% from 2015

Total participants

-1.5% from 2015

Average account balance

$139,075

-0.1% from 2015

Annual return

9.30%

+10.04 pp from 2015

Benchmarks

See 24,581 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort24,581 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$15.64M

Not enough data

1 years with asset history on file

Average account balance

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

$237K

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.

188.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$437K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+15.81%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3597

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

0 years with F_SCH_H allocation on file

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

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3D

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.
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

1 tripped

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

$690K

$24660 / participant

Other / not subdivided$690K100.0%

% of EOY assets

7.410%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$139,075

$76,551+81.7%

$123,894+12.3%

$62,881+121.2%

Participation rate

100.0%

73.0%+27.0pp

81.4%+18.6pp

69.3%+30.7pp

Annual return

9.30%

18.68%-9.4pp

47.52%-38.2pp

20.14%-10.8pp

Employer contribution / active EE

$5,800

$2,882+101.2%

$4,617+25.6%

$2,281+154.3%

Participant deferral / active EE

$3,890

$4,840-19.6%

$5,984-35.0%

$3,203+21.4%

Admin fee / account holder

$10,306

$4,826+113.6%

$8,357+23.3%

$4,296+139.9%

MEYER, DARRAGH, BUCKLER, BEBENEK & ECK RETIREMENT SAVINGS PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MEYER, DARRAGH, BUCKLER, BEBENEK & ECK RETIREMENT SAVINGS PLAN & TRUST

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