Retirement plan

LOGAN EQUITY GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST

Name: LOGAN EQUITY GROUP, LLC - LOGAN EQUITY GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST (2017) Form 5500
Creator: LOGAN EQUITY GROUP, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LOGAN EQUITY GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST, LOGAN EQUITY GROUP, LLC

LOGAN EQUITY GROUP, LLCEIN 27-0653993Plan #001PY 2017

778 FRONTAGE ROAD, SUITE 101 - NORTHFIELD, IL 60093312-345-8800

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$9.9M

+25.8% from 2016

Total participants

+12.0% from 2016

Average account balance

$177,037

+12.3% from 2016

Annual return

17.60%

+9.47 pp from 2016

Benchmarks

See 25,068 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort25,068 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$20.49M

Not enough data

1 years with asset history on file

Average account balance

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

$207K

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.

143.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.42M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$21K

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

+13.97%

Not enough data

1 years with return on file

Admin fee / account holder

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

$28830

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 codes2E2F2G2J3B3D

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.
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

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

$125K

$2899 / participant

Other / not subdivided$125K100.0%

% of EOY assets

1.257%

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

$177,037

$85,766+106.4%

$136,297+29.9%

$70,124+152.5%

Participation rate

100.0%

74.2%+25.8pp

81.9%+18.1pp

69.5%+30.5pp

Annual return

17.60%

31.45%-13.9pp

5156.19%-5138.6pp

73.14%-55.5pp

Employer contribution / active EE

$7,849

$2,966+164.6%

$4,696+67.2%

$2,342+235.1%

Participant deferral / active EE

$8,652

$5,051+71.3%

$6,247+38.5%

$3,332+159.7%

Admin fee / account holder

$2,226

$5,420-58.9%

$9,244-75.9%

$4,645-52.1%

LOGAN EQUITY GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LOGAN EQUITY GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST

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