Retirement plan

MAIELLO, BRUNGO & MAIELLO EMPLOYEES PROFIT SHARING PLAN

Name: MAIELLO, BRUNGO & MAIELLO - MAIELLO, BRUNGO & MAIELLO EMPLOYEES PROFIT SHARING PLAN (2015) Form 5500
Creator: MAIELLO, BRUNGO & MAIELLO
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MAIELLO, BRUNGO & MAIELLO EMPLOYEES PROFIT SHARING PLAN, MAIELLO, BRUNGO & MAIELLO

MAIELLO, BRUNGO & MAIELLOEIN 25-1343847Plan #001PY 2015

ONE CHURCHILL PARK - PITTSBURGH, PA 15235412-242-4400

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$5.5M

No prior year

Total participants

No prior year

Average account balance

$204,078

No prior year

Annual return

0.74%

No prior year

Benchmarks

See 22,773 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort22,773 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$11.17M

Not enough data

1 years with asset history on file

Average account balance

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

$228K

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.

153.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$462K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+11.20%

Not enough data

1 years with return on file

Admin fee / account holder

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

$52411

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 codes2E2G2J

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.

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

$54K

$1986 / participant

Other / not subdivided$54K100.0%

% of EOY assets

0.973%

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

$204,078

$72,177+182.7%

$115,037+77.4%

$59,633+242.2%

Participation rate

85.2%

72.6%+12.6pp

81.4%+3.8pp

68.7%+16.5pp

Annual return

0.74%

12.02%-11.3pp

26.14%-25.4pp

2041.40%-2040.7pp

Employer contribution / active EE

$9,794

$2,841+244.7%

$4,608+112.6%

$2,203+344.7%

Participant deferral / active EE

$4,478

$4,783-6.4%

$6,026-25.7%

$3,192+40.3%

Admin fee / account holder

$1,986

$4,927-59.7%

$8,175-75.7%

$4,297-53.8%

MAIELLO, BRUNGO & MAIELLO EMPLOYEES PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MAIELLO, BRUNGO & MAIELLO EMPLOYEES PROFIT SHARING 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