Retirement plan

RENDIGS, FRY, KIELY & DENNIS, LLP RETIREMENT PLAN

Name: RENDIGS, FRY, KIELY & DENNIS, LLP - RENDIGS, FRY, KIELY & DENNIS, LLP RETIREMENT PLAN (2019) 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 2019

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)

$16.6M

+15.6% from 2018

Total participants

+1.4% from 2018

Average account balance

$227,798

+14.0% from 2018

Annual return

21.68%

+27.02 pp from 2018

Benchmarks

See 25,909 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort25,909 peers

Snapshot2019

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 codes2E2F2G2J3D

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.
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

$1.6M

$35005 / participant

Other / not subdivided$2M100.0%

% of EOY assets

9.473%

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

$227,798

$89,370+154.9%

$141,197+61.3%

$72,976+212.2%

Participation rate

100.0%

75.1%+24.9pp

82.5%+17.5pp

69.5%+30.5pp

Annual return

21.68%

111.88%-90.2pp

71.41%-49.7pp

81.02%-59.3pp

Employer contribution / active EE

$9,223

$3,115+196.1%

$4,736+94.7%

$2,440+278.0%

Participant deferral / active EE

$6,290

$5,419+16.1%

$6,710-6.3%

$3,608+74.3%

Admin fee / account holder

$21,579

$5,957+262.3%

$10,265+110.2%

$5,124+321.1%

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