Retirement plan

STRASSBURGER MCKENNA GUTNICK & GEFSKY 401(K) PROFIT SHARING PLAN

Name: STRASSBURGER MCKENNA GUTNICK & GEFSKY - STRASSBURGER MCKENNA GUTNICK & GEFSKY 401(K) PROFIT SHARING PLAN (2016) Form 5500
Creator: STRASSBURGER MCKENNA GUTNICK & GEFSKY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STRASSBURGER MCKENNA GUTNICK & GEFSKY 401(K) PROFIT SHARING PLAN, STRASSBURGER MCKENNA GUTNICK & GEFSKY

STRASSBURGER MCKENNA GUTNICK & GEFSKYEIN 25-1382723Plan #001PY 2016

FOUR GATEWAY CENTER, 444 LIBERTY AVENUE, SUITE 2200 - PITTSBURGH, PA 15222412-281-5423smgglaw.comLinkedIn51-200 employeeslaw practice

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$13M

No prior year

Total participants

No prior year

Average account balance

$193,346

No prior year

Annual return

8.63%

No prior year

Benchmarks

See 24,581 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort24,581 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$16.21M

Not enough data

1 years with asset history on file

Average account balance

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

$270K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$674K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+10.64%

Not enough data

1 years with return on file

Admin fee / account holder

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

$41060

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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.

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

$539K

$9792 / participant

Other / not subdivided$539K100.0%

% of EOY assets

4.157%

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

$193,346

$76,551+152.6%

$123,894+56.1%

$62,881+207.5%

Participation rate

94.5%

73.0%+21.6pp

81.4%+13.1pp

69.3%+25.2pp

Annual return

8.63%

18.68%-10.0pp

47.52%-38.9pp

20.14%-11.5pp

Employer contribution / active EE

$3,872

$2,882+34.3%

$4,617-16.1%

$2,281+69.8%

Participant deferral / active EE

$7,442

$4,840+53.8%

$5,984+24.4%

$3,203+132.3%

Admin fee / account holder

$8,038

$4,826+66.6%

$8,357-3.8%

$4,296+87.1%

STRASSBURGER MCKENNA GUTNICK & GEFSKY 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

STRASSBURGER MCKENNA GUTNICK & GEFSKY 401(K) 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