Retirement plan

MAIELLO, BRUNGO & MAIELLO EMPLOYEES PROFIT SHARING PLAN

Name: MAIELLO, BRUNGO & MAIELLO - MAIELLO, BRUNGO & MAIELLO EMPLOYEES PROFIT SHARING PLAN (2017) 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 2017

424 SOUTH 27TH STREET, SUITE 210 - PITTSBURGH, PA 15203412-242-4400

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$7.4M

+24.8% from 2016

Total participants

+16.7% from 2016

Average account balance

$239,206

+8.7% from 2016

Annual return

20.73%

+14.38 pp from 2016

Benchmarks

See 25,067 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort25,067 peers

Snapshot2017

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

$179K

$5980 / participant

Other / not subdivided$179K100.0%

% of EOY assets

2.419%

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

$239,206

$85,766+178.9%

$136,298+75.5%

$70,126+241.1%

Participation rate

86.7%

74.2%+12.5pp

81.9%+4.7pp

69.5%+17.1pp

Annual return

20.73%

31.46%-10.7pp

5156.27%-5135.5pp

73.15%-52.4pp

Employer contribution / active EE

$9,131

$2,966+207.8%

$4,696+94.4%

$2,343+289.8%

Participant deferral / active EE

$4,645

$5,051-8.0%

$6,247-25.6%

$3,332+39.4%

Admin fee / account holder

$5,787

$5,421+6.8%

$9,244-37.4%

$4,645+24.6%

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