Retirement plan

BABST CALLAND CLEMENTS & ZOMNIR, P.C. PROFIT SHARING 401(K) PLAN I

Name: BABST, CALLAND, CLEMENTS & ZOMNIR, P.C. - BABST CALLAND CLEMENTS & ZOMNIR, P.C. PROFIT SHARING 401(K) PLAN I (2017) Form 5500
Creator: BABST, CALLAND, CLEMENTS & ZOMNIR, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BABST CALLAND CLEMENTS & ZOMNIR, P.C. PROFIT SHARING 401(K) PLAN I, BABST, CALLAND, CLEMENTS & ZOMNIR, P.C.

BABST, CALLAND, CLEMENTS & ZOMNIR, P.C.EIN 25-1523683Plan #001PY 2017

TWO GATEWAY CENTER, 6TH FLOOR - PITTSBURGH, PA 15222412-394-5413

Other plans on this EIN

1 filing

#002Retirement-$5.8M assets

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$57.8M

+16.8% from 2016

Total participants

174

+3.0% from 2016

Average account balance

$332,364

+12.8% from 2016

Annual return

16.50%

+8.48 pp from 2016

Benchmarks

See 5,160 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort5,160 peers

Snapshot2017

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

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Analytics

Total assets (EOY)

Plan-year ending balance

$78.84M

Not enough data

1 years with asset history on file

Average account balance

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

$422K

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.

187

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.

81.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.74M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$24K

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

+13.15%

Not enough data

1 years with return on file

Admin fee / account holder

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

$171

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

1 years with F_SCH_H allocation on file

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Service providers

Top 1 by compensation

Provider	Service type	Compensation
ADVANTAGE BENEFITS CONSULTANTS INC1 year Filed as: SD ADVANTAGE RET. SOLUTIONS, LP Service code 15 · EIN 47-3764076 ONE PPG PLACE, SUITE 1700 · PITTSBURGH, PA 152225416	Recordkeeping	$7,303

Plan features & details

Pension benefit codes2A2E2G2J2T3D3H

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

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$7K

$52 / participant

Other / not subdivided$7K100.0%

% of EOY assets

0.013%

all-in expense ratio

Categories reported

0 / 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: URISH POPECK & CO., INC.
Auditor EIN: 251306171
Audit fees: (not subdivided)
Opinion code: Disclaimer

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$332,364

$80,753+311.6%

$136,294+143.9%

$62,292+433.6%

Participation rate

100.0%

73.5%+26.5pp

81.9%+18.1pp

69.5%+30.5pp

Annual return

16.50%

35.83%-19.3pp

5155.94%-5139.4pp

28.90%-12.4pp

Employer contribution / active EE

$11,699

$2,884+305.7%

$4,695+149.2%

$2,042+472.9%

Participant deferral / active EE

$8,987

$5,164+74.0%

$6,247+43.9%

$3,169+183.6%

Admin fee / account holder

$42

$525-92.0%

$9,243-99.5%

$479-91.2%

Provider

Service type

Compensation

ADVANTAGE BENEFITS CONSULTANTS INC1 year

Filed as: SD ADVANTAGE RET. SOLUTIONS, LP

Service code 15 · EIN 47-3764076

ONE PPG PLACE, SUITE 1700 · PITTSBURGH, PA 152225416

Recordkeeping

$7,303

BABST CALLAND CLEMENTS & ZOMNIR, P.C. PROFIT SHARING 401(K) PLAN I

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BABST CALLAND CLEMENTS & ZOMNIR, P.C. PROFIT SHARING 401(K) PLAN I

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