Retirement plan

LEMIEUX GROUP LP 401(K) PROFIT SHARING PLAN

Name: LEMIEUX GROUP LP - LEMIEUX GROUP LP 401(K) PROFIT SHARING PLAN (2020) Form 5500
Creator: LEMIEUX GROUP LP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LEMIEUX GROUP LP 401(K) PROFIT SHARING PLAN, LEMIEUX GROUP LP

LEMIEUX GROUP LPEIN 25-1863319Plan #002PY 2020

PPG PAINTS ARENA, 1001 FIFTH AVENUE - PITTSBURGH, PA 15219412-255-1910LinkedIn1-10 employeessports

Prospect flagsLow participationFailed to transmit contributions

How to read this page

Total assets (EOY)

$21.9M

+14.7% from 2019

Total participants

508

-4.0% from 2019

Average account balance

$114,656

+9.3% from 2019

Annual return

17.22%

-7.32 pp from 2019

Benchmarks

See 374 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants250-999

Cohort374 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$22.38M

Not enough data

1 years with asset history on file

Average account balance

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

$95K

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.

235

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.

40.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.75M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+12.69%

Not enough data

1 years with return on file

Admin fee / account holder

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

$286

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

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

Service providers

Top 1 by compensation

Provider	Service type	Compensation
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969	Recordkeeping	$44,825

Plan features & details

Pension benefit codes2E2F2G2J2T3B3D

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.
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$47K

$102 / participant

Contract admin$47K100.0%

% of EOY assets

0.213%

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: DELOITTE & TOUCHE LLP
Auditor EIN: 133891517
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$114,656

$54,121+111.9%

$134,162-14.5%

$73,412+56.2%

Participation rate

30.9%

64.4%-33.4pp

72.2%-41.3pp

72.2%-41.2pp

Annual return

17.22%

-312.52%+329.7pp

36.35%-19.1pp

59.30%-42.1pp

Employer contribution / active EE

$549

$1,402-60.8%

$3,705-85.2%

$2,234-75.4%

Participant deferral / active EE

$1,762

$2,844-38.1%

$3,500-49.7%

$3,806-53.7%

Admin fee / account holder

$244

$132+84.5%

$6,685-96.3%

$158+54.7%

Provider

Service type

Compensation

NEWPORT GROUP, INC.2 years

Service code 15 · EIN 27-2037969

Recordkeeping

$44,825

LEMIEUX GROUP LP 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LEMIEUX GROUP LP 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