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 (2018) 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 2018

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)

$12.6M

-8.4% from 2017

Total participants

-4.3% from 2017

Average account balance

$190,990

-8.4% from 2017

Annual return

-3.27%

-16.73 pp from 2017

Benchmarks

See 25,536 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort25,536 peers

Snapshot2018

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

$1.4M

$33175 / participant

Other / not subdivided$1M100.0%

% of EOY assets

10.790%

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

$190,990

$77,816+145.4%

$123,549+54.6%

$64,181+197.6%

Participation rate

97.6%

74.7%+22.8pp

82.3%+15.3pp

69.6%+28.0pp

Annual return

-3.27%

12.49%-15.8pp

119.20%-122.5pp

7.63%-10.9pp

Employer contribution / active EE

$4,215

$3,014+39.9%

$4,628-8.9%

$2,381+77.1%

Participant deferral / active EE

$9,394

$5,240+79.3%

$6,426+46.2%

$3,470+170.8%

Admin fee / account holder

$20,609

$5,519+273.4%

$9,284+122.0%

$4,887+321.7%

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