Retirement plan

BUCHANAN INGERSOLL & ROONEY PC PENSION PLAN

Name: BUCHANAN INGERSOLL & ROONEY PC - BUCHANAN INGERSOLL & ROONEY PC PENSION 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 PENSION PLAN, BUCHANAN INGERSOLL & ROONEY PC

BUCHANAN INGERSOLL & ROONEY PCEIN 25-1381032Plan #002PY 2019

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

Other plans on this EIN

3 filings

#001Retirement-$188.1M assets #003Retirement-$39.9M assets #007Retirement-$8.8M assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$160.2M

+16.6% from 2018

Total participants

864

-9.4% from 2018

Average account balance

$185,422

+28.7% from 2018

Annual return

18.41%

+23.34 pp from 2018

Benchmarks

See 2,853 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort2,853 peers

Snapshot2019

See peer percentile detail. $4.99 for your first month.

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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

See the 8-year trajectory. $4.99 for your first month.

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Service providers

Top 5 by compensation

Provider	Service type	Compensation
PNC BANK, N.A.5+ years Service code 25 · EIN 22-1146430	Directed Trustee	$49,625
NEWPORT GROUP, INC.1 year Filed as: NEWPORTGROUP INC. Service code 15 · EIN 27-2037969	Recordkeeping	$49,254
FIDUCIA GROUP LLC5+ years Filed as: FIDUCIA GROUP, LLC Service code 27 100 WEST STATION SQUARE DRIVE · PITTSBURGH, PA 15219	Advisory (Plan)	$26,667
CATANESE GROUP2 years Service code 10 307 STATE STREET · JOHNSTOWN, PA 15905	Accounting	$12,000
PNC BANK, N.A.5+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 52	Indirect Investment Fees	$0

Plan features & details

Pension benefit codes2C2F2G2R2A2T3D3H

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
2C
Money purchase plan
Money purchase pension plan other than a target benefit 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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
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

$139K

$231 / participant

Investment mgmt$67K48.5%
Other / not subdivided$71K51.5%

% of EOY assets

0.087%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.

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

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$185,422

$88,122+110.4%

$141,162+31.4%

$67,579+174.4%

Participation rate

100.0%

76.5%+23.5pp

82.5%+17.5pp

71.3%+28.7pp

Annual return

18.41%

75.40%-57.0pp

71.39%-53.0pp

378.56%-360.1pp

Employer contribution / active EE

$14,106

$3,224+337.5%

$4,735+197.9%

$2,148+556.8%

Participant deferral / active EE

$5,958-100.0%

$6,709-100.0%

$3,539-100.0%

Admin fee / account holder

$160

$131+22.6%

$10,261-98.4%

$142+12.8%

Provider

Service type

Compensation

PNC BANK, N.A.5+ years

Service code 25 · EIN 22-1146430

Directed Trustee

$49,625

NEWPORT GROUP, INC.1 year

Filed as: NEWPORTGROUP INC.

Service code 15 · EIN 27-2037969

Recordkeeping

$49,254

FIDUCIA GROUP LLC5+ years

Filed as: FIDUCIA GROUP, LLC

Service code 27

100 WEST STATION SQUARE DRIVE · PITTSBURGH, PA 15219

Advisory (Plan)

$26,667

CATANESE GROUP2 years

Service code 10

307 STATE STREET · JOHNSTOWN, PA 15905

Accounting

$12,000

PNC BANK, N.A.5+ years

Filed as: PNC BANK, NATIONAL ASSOCIATION

Service code 52

Indirect Investment Fees

BUCHANAN INGERSOLL & ROONEY PC PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BUCHANAN INGERSOLL & ROONEY PC PENSION 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