Retirement plan

THE LAGASSE GROUP LLC 401 K PROFIT SHARING PLAN TRUST

Name: THE LAGASSE GROUP LLC - THE LAGASSE GROUP LLC 401 K PROFIT SHARING PLAN TRUST (2016) Form 5500
Creator: THE LAGASSE GROUP LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE LAGASSE GROUP LLC 401 K PROFIT SHARING PLAN TRUST, THE LAGASSE GROUP LLC

THE LAGASSE GROUP LLCEIN 27-2242610Plan #001PY 2016

PO BOX 850 - HOPKINTON, MA 01748617-592-9744thelagassegroup.comLinkedIn11-50 employeesconstruction

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$452K

No prior year

Total participants

No prior year

Average account balance

$23,815

No prior year

Annual return

23.20%

No prior year

Benchmarks

See 35,838 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort35,838 peers

Snapshot2016

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

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Analytics

Total assets (EOY)

Plan-year ending balance

$5.25M

Not enough data

1 years with asset history on file

Average account balance

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

$109K

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.

87.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$499K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+20.57%

Not enough data

1 years with return on file

Admin fee / account holder

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

$396

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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 codes2E2F2G2J2T3D

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.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$1K

$63 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.236%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$23,815

$99,341-76.0%

$84,750-71.9%

$273,961-91.3%

Participation rate

82.4%

80.7%+1.7pp

76.6%+5.8pp

83.0%-0.7pp

Annual return

23.20%

22.93%+0.3pp

22.78%+0.4pp

41.45%-18.3pp

Employer contribution / active EE

$1,803

$4,214-57.2%

$3,574-49.6%

$4,869-63.0%

Participant deferral / active EE

$3,451

$4,269-19.2%

$3,712-7.0%

$5,287-34.7%

Admin fee / account holder

$56

$6,644-99.2%

$5,332-98.9%

$10,132-99.4%

THE LAGASSE GROUP LLC 401 K PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE LAGASSE GROUP LLC 401 K PROFIT SHARING PLAN 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