Retirement plan

BUCHANAN INGERSOLL & ROONEY PC PROFIT SHARING PLAN

Name: BUCHANAN INGERSOLL & ROONEY PC - BUCHANAN INGERSOLL & ROONEY PC PROFIT SHARING PLAN (2019) 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 2019

UNION TRUST BUILDING, 501 GRANT STREET, SUITE 200 - PITTSBURGH, PA 15219412-562-8800bipc.comLinkedIn501-1000 employeeslaw practice

Other plans on this EIN

3 filings

#002Retirement-$160.2M assets #003Retirement-$39.9M assets #007Retirement-$8.8M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$188.1M

-2.9% from 2016

Total participants

978

+2.6% from 2016

Average account balance

$192,301

-5.3% from 2016

Annual return

21.13%

+23.36 pp from 2016

Benchmarks

See 2,853 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort2,853 peers

Snapshot2019

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 11 by compensation

Provider	Service type	Compensation
FIDUCIA GROUP LLC5+ years Service code 27 100 WEST SQUARE DRIVE · PITTSBURGH, PA 15219	Advisory (Plan)	$26,667
RAYMOND JAMES FINANCIAL SERVICES5+ years Filed as: RAYMOND JAMES FINANCIAL Service code 28 600 WATERFRONT DRIVE STE 125 · PITTSBURGH, PA 15222	Investment Management	$25,654
RKL LLP1 year Filed as: RKL WEALTH MANAGEMENT Service code 28 1800 FRUITVILLE PIKE · LANCASTER, PA 17604	Investment Management	$22,446
CLS INVESTMENTS5+ years Filed as: CLS INVESTMENTS LLC Service code 28 P.O. BOX 336 DEPT 0947 · OMAHA, NE 68172	Investment Management	$21,559
HEFRON-TILLOTSON, INC.5+ years Service code 26 308 SEVENTH AVENUE · PITTSBURGH, PA 15222	Advisory (Participants)	$20,367
MID ATLANTIC CAPITAL CORPORATION5+ years Filed as: MID ATLANTIC FINANCIAL MGMT INC. Service code 26 1251 WATERFRONT PLACE, SUITE 510 · PITTSBURGH, PA 15222	Advisory (Participants)	$16,438
CATANESE GROUP5+ years Service code 10 307 STATE STREET · JOHNSTOWN, PA 15905	Accounting	$12,000
FAIRVIEW CAPITAL4 years Service code 27 300 DRAKES LANDING ROAD · GREENBRAC, CA 94904	Advisory (Plan)	$4,941
NEWPORT GROUP, INC.1 year Filed as: NEWPORTGROUP INC. Service code 15 · EIN 27-2037969	Recordkeeping	$1,751
PNC BANK, N.A.5+ years Service code 25 · EIN 22-1146430	Directed Trustee	$1,751

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$154K

$241 / participant

Investment mgmt$65K41.9%
Other / not subdivided$90K58.1%

% of EOY assets

0.082%

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

$192,301

$88,122+118.2%

$141,200+36.2%

$67,584+184.5%

Participation rate

100.0%

76.5%+23.5pp

82.5%+17.5pp

71.3%+28.7pp

Annual return

21.13%

75.40%-54.3pp

71.41%-50.3pp

378.59%-357.5pp

Employer contribution / active EE

$1,310

$3,224-59.4%

$4,736-72.3%

$2,148-39.0%

Participant deferral / active EE

$8,583

$5,958+44.1%

$6,710+27.9%

$3,540+142.5%

Admin fee / account holder

$158

$131+20.6%

$10,265-98.5%

$142+10.9%

Provider

Service type

Compensation

FIDUCIA GROUP LLC5+ years

Service code 27

100 WEST SQUARE DRIVE · PITTSBURGH, PA 15219

Advisory (Plan)

$26,667

RAYMOND JAMES FINANCIAL SERVICES5+ years

Filed as: RAYMOND JAMES FINANCIAL

Service code 28

600 WATERFRONT DRIVE STE 125 · PITTSBURGH, PA 15222

Investment Management

$25,654

RKL LLP1 year

Filed as: RKL WEALTH MANAGEMENT

Service code 28

1800 FRUITVILLE PIKE · LANCASTER, PA 17604

Investment Management

$22,446

CLS INVESTMENTS5+ years

Filed as: CLS INVESTMENTS LLC

Service code 28

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

Investment Management

$21,559

HEFRON-TILLOTSON, INC.5+ years

Service code 26

308 SEVENTH AVENUE · PITTSBURGH, PA 15222

Advisory (Participants)

$20,367

MID ATLANTIC CAPITAL CORPORATION5+ years

Filed as: MID ATLANTIC FINANCIAL MGMT INC.

Service code 26

1251 WATERFRONT PLACE, SUITE 510 · PITTSBURGH, PA 15222

Advisory (Participants)

$16,438

CATANESE GROUP5+ years

Service code 10

307 STATE STREET · JOHNSTOWN, PA 15905

Accounting

$12,000

FAIRVIEW CAPITAL4 years

Service code 27

300 DRAKES LANDING ROAD · GREENBRAC, CA 94904

Advisory (Plan)

$4,941

NEWPORT GROUP, INC.1 year

Filed as: NEWPORTGROUP INC.

Service code 15 · EIN 27-2037969

Recordkeeping

$1,751

PNC BANK, N.A.5+ years

Service code 25 · EIN 22-1146430

Directed Trustee

$1,751

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