Retirement plan

BOND, SCHOENECK & KING PLLC 401K SAVINGS PLAN

Name: BOND, SCHOENECK & KING PLLC - BOND, SCHOENECK & KING PLLC 401K SAVINGS PLAN (2017) Form 5500
Creator: BOND, SCHOENECK & KING PLLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BOND, SCHOENECK & KING PLLC 401K SAVINGS PLAN, BOND, SCHOENECK & KING PLLC

BOND, SCHOENECK & KING PLLCEIN 27-0015651Plan #003PY 2017

ONE LINCOLN CENTER - SYRACUSE, NY 132021355315-218-8000bsk.comLinkedIn201-500 employeeslaw practice

Other plans on this EIN

3 filings

#001Retirement-$90.2M assets #002Retirement-$22.8M assets #004Retirement--

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$118.7M

-10.7% from 2016

Total participants

581

-2.6% from 2016

Average account balance

$206,107

-9.2% from 2016

Annual return

71.61%

-8.15 pp from 2016

Benchmarks

See 2,615 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort2,615 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$214.23M

Not enough data

1 years with asset history on file

Average account balance

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

$288K

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.

743

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.

97.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$7.50M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+13.72%

Not enough data

1 years with return on file

Admin fee / account holder

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

$129

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 2 by compensation

Provider	Service type	Compensation
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930	Recordkeeping	$54,538
ALESCO ADVISORS3+ years Filed as: ALESCO ADVISORS LLC Service code 27 · EIN 16-1579300	Advisory (Plan)	$40,000

Plan features & details

Pension benefit codes2E2G2J3B3H

Plan features

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$95K

$209 / participant

Investment mgmt$95K99.8%
Other / not subdivided$2070.2%

% of EOY assets

0.080%

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: DANNIBLE & MCKEE, LLP
Auditor EIN: 330996661
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$206,107

$155,795+32.3%

$136,298+51.2%

$69,634+196.0%

Participation rate

98.9%

75.2%+23.6pp

81.9%+17.0pp

70.7%+28.2pp

Annual return

71.61%

232464.33%-232392.7pp

5156.27%-5084.7pp

27572.26%-27500.6pp

Employer contribution / active EE

$2,991-100.0%

$4,696-100.0%

$2,032-100.0%

Participant deferral / active EE

$8,292

$5,394+53.7%

$6,247+32.7%

$3,224+157.2%

Admin fee / account holder

$164

$128+28.3%

$9,244-98.2%

$110+48.9%

Provider

Service type

Compensation

THE VANGUARD GROUP, INC.3+ years

Service code 15 · EIN 23-1945930

Recordkeeping

$54,538

ALESCO ADVISORS3+ years

Filed as: ALESCO ADVISORS LLC

Service code 27 · EIN 16-1579300

Advisory (Plan)

$40,000

BOND, SCHOENECK & KING PLLC 401K SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BOND, SCHOENECK & KING PLLC 401K SAVINGS 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