Retirement plan

RENDIGS, FRY, KIELY & DENNIS, LLP RETIREMENT PLAN

Name: RENDIGS, FRY, KIELY & DENNIS, LLP - RENDIGS, FRY, KIELY & DENNIS, LLP RETIREMENT PLAN (2017) Form 5500
Creator: RENDIGS, FRY, KIELY & DENNIS, LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RENDIGS, FRY, KIELY & DENNIS, LLP RETIREMENT PLAN, RENDIGS, FRY, KIELY & DENNIS, LLP

RENDIGS, FRY, KIELY & DENNIS, LLPEIN 31-0531903Plan #008PY 2017

600 VINE STREET, SUITE 2650 - CINCINNATI, OH 45202513-381-9232rendigs.comLinkedIn51-200 employeeslaw practice

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$15.1M

+14.8% from 2016

Total participants

-5.4% from 2016

Average account balance

$216,236

+21.4% from 2016

Annual return

18.13%

+9.45 pp from 2016

Benchmarks

See 25,067 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort25,067 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$19.80M

Not enough data

1 years with asset history on file

Average account balance

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

$230K

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.

195.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$867K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$20K

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

+14.31%

Not enough data

1 years with return on file

Admin fee / account holder

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

$32239

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

$949K

$22588 / participant

Other / not subdivided$949K100.0%

% of EOY assets

6.268%

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

$216,236

$85,766+152.1%

$136,298+58.6%

$70,126+208.4%

Participation rate

100.0%

74.2%+25.8pp

81.9%+18.1pp

69.5%+30.5pp

Annual return

18.13%

31.46%-13.3pp

5156.27%-5138.1pp

73.15%-55.0pp

Employer contribution / active EE

$6,324

$2,966+113.2%

$4,696+34.7%

$2,343+170.0%

Participant deferral / active EE

$5,916

$5,051+17.1%

$6,247-5.3%

$3,332+77.6%

Admin fee / account holder

$13,553

$5,421+150.0%

$9,244+46.6%

$4,645+191.7%

RENDIGS, FRY, KIELY & DENNIS, LLP RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RENDIGS, FRY, KIELY & DENNIS, LLP RETIREMENT 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