Retirement plan

BUCHANAN INGERSOLL & ROONEY PC PROFIT SHARING PLAN

Name: BUCHANAN INGERSOLL & ROONEY PC - BUCHANAN INGERSOLL & ROONEY PC PROFIT SHARING PLAN (2017) Form 5500
Creator: BUCHANAN INGERSOLL & ROONEY PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BUCHANAN INGERSOLL & ROONEY PC PROFIT SHARING PLAN, BUCHANAN INGERSOLL & ROONEY PC

BUCHANAN INGERSOLL & ROONEY PCEIN 25-1381032Plan #001PY 2017

ONE OXFORD CENTRE, 301 GRANT STREET, 20TH FLOOR - PITTSBURGH, PA 15219412-562-8800bipc.comLinkedIn501-1000 employeeslaw practice

Other plans on this EIN

3 filings

#002Retirement-$148.8M assets #003Retirement-$35.3M assets #007Retirement-$8.4M assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$178.1M

-2.9% from 2016

Total participants

1,040

+2.6% from 2016

Average account balance

$171,214

-5.3% from 2016

Annual return

12.84%

+23.36 pp from 2016

Benchmarks

See 2,615 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort2,615 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-100.00%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

Top 10 of 14 by compensation

Provider	Service type	Compensation
FIDUCIA GROUP LLC3+ years Service code 27 100 WEST SQUARE DRIVE · PITTSBURGH, PA 15219	Advisory (Plan)	$40,200
CATANESE GROUP3+ years Service code 10 307 STATE STREET · JOHNSTOWN, PA 15905	Accounting	$33,000
RAYMOND JAMES FINANCIAL SERVICES3+ years Filed as: RAYMOND JAMES FINANCIAL Service code 28 600 WATERFRONT DRIVE STE 125 · PITTSBURGH, PA 15222	Investment Management	$23,919
CLS INVESTMENTS3+ years Filed as: CLS INVESTMENTS LLC Service code 28 P.O. BOX 336 DEPT 0947 · OMAHA, NE 68172	Investment Management	$21,572
FAIRVIEW CAPITAL2 years Service code 27 300 DRAKES LANDING ROAD · GREENBRAC, CA 94904	Advisory (Plan)	$19,583
FISHER FINANCIAL SERVICES, INC.3+ years Service code 26 4431 NORTH FRONT STREET · HARRISBURG, PA 17110	Advisory (Participants)	$19,342
HEFRON-TILLOTSON, INC.3+ years Service code 26 308 SEVENTH AVENUE · PITTSBURGH, PA 15222	Advisory (Participants)	$18,646
MID ATLANTIC CAPITAL CORPORATION3+ years Filed as: MID ATLANTIC FINANCIAL MGMT INC. Service code 26 1251 WATERFRONT PLACE, SUITE 510 · PITTSBURGH, PA 15222	Advisory (Participants)	$15,359
SANTORI & PETERS, INC.3+ years Filed as: SANTORI & PETERS INC. Service code 28 3824 NORTHERN PIKE, SUITE 450 · MONROEVILLE, PA 15146	Investment Management	$12,783
SYMONS CAPITAL MANAGEMENT3+ years Service code 28 650 WASHINGTON ROAD, SUITE 800 · PITTSBURGH, PA 15228	Investment Management	$11,345

Plan features & details

Pension benefit codes2E2F2G2R2J2T3H2S

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

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

$223K

$327 / participant

Investment mgmt$83K37.0%
Other / not subdivided$140K63.0%

% of EOY assets

0.125%

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: CATANESE GROUP
Auditor EIN: 251685380
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$171,214

$155,795+9.9%

$136,298+25.6%

$69,634+145.9%

Participation rate

100.0%

75.2%+24.8pp

81.9%+18.1pp

70.7%+29.3pp

Annual return

12.84%

232464.33%-232451.5pp

5156.27%-5143.4pp

27572.26%-27559.4pp

Employer contribution / active EE

$2,441

$2,991-18.4%

$4,696-48.0%

$2,032+20.1%

Participant deferral / active EE

$7,976

$5,394+47.9%

$6,247+27.7%

$3,224+147.4%

Admin fee / account holder

$214

$128+67.2%

$9,244-97.7%

$110+94.2%

Provider

Service type

Compensation

FIDUCIA GROUP LLC3+ years

Service code 27

100 WEST SQUARE DRIVE · PITTSBURGH, PA 15219

Advisory (Plan)

$40,200

CATANESE GROUP3+ years

Service code 10

307 STATE STREET · JOHNSTOWN, PA 15905

Accounting

$33,000

RAYMOND JAMES FINANCIAL SERVICES3+ years

Filed as: RAYMOND JAMES FINANCIAL

Service code 28

600 WATERFRONT DRIVE STE 125 · PITTSBURGH, PA 15222

Investment Management

$23,919

CLS INVESTMENTS3+ years

Filed as: CLS INVESTMENTS LLC

Service code 28

P.O. BOX 336 DEPT 0947 · OMAHA, NE 68172

Investment Management

$21,572

FAIRVIEW CAPITAL2 years

Service code 27

300 DRAKES LANDING ROAD · GREENBRAC, CA 94904

Advisory (Plan)

$19,583

FISHER FINANCIAL SERVICES, INC.3+ years

Service code 26

4431 NORTH FRONT STREET · HARRISBURG, PA 17110

Advisory (Participants)

$19,342

HEFRON-TILLOTSON, INC.3+ years

Service code 26

308 SEVENTH AVENUE · PITTSBURGH, PA 15222

Advisory (Participants)

$18,646

MID ATLANTIC CAPITAL CORPORATION3+ years

Filed as: MID ATLANTIC FINANCIAL MGMT INC.

Service code 26

1251 WATERFRONT PLACE, SUITE 510 · PITTSBURGH, PA 15222

Advisory (Participants)

$15,359

SANTORI & PETERS, INC.3+ years

Filed as: SANTORI & PETERS INC.

Service code 28

3824 NORTHERN PIKE, SUITE 450 · MONROEVILLE, PA 15146

Investment Management

$12,783

SYMONS CAPITAL MANAGEMENT3+ years

Service code 28

650 WASHINGTON ROAD, SUITE 800 · PITTSBURGH, PA 15228

Investment Management

$11,345

BUCHANAN INGERSOLL & ROONEY PC PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BUCHANAN INGERSOLL & ROONEY PC 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