Retirement plan

GBBN ARCHITECTS, INC. 401(K) SAVINGS PLAN

Name: GBBN ARCHITECTS, INC. - GBBN ARCHITECTS, INC. 401(K) SAVINGS PLAN (2019) Form 5500
Creator: GBBN ARCHITECTS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GBBN ARCHITECTS, INC. 401(K) SAVINGS PLAN, GBBN ARCHITECTS, INC.

GBBN ARCHITECTS, INC.EIN 31-0949159Plan #001PY 2019

332 E. EIGHTH STREET - CINCINNATI, OH 45202513-241-8700gbbn.comLinkedIn51-200 employeesarchitecture & planning

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$20.8M

+14.7% from 2018

Total participants

161

+7.3% from 2018

Average account balance

$128,903

+6.8% from 2018

Annual return

12.06%

+9.65 pp from 2018

Benchmarks

See 5,552 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort5,552 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$33.13M

Not enough data

1 years with asset history on file

Average account balance

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

$183K

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.

181

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.

98.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.71M

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

+30.25%

Not enough data

1 years with return on file

Admin fee / account holder

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

$328

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 1 by compensation

Provider	Service type	Compensation
PNC BANK, N.A.3 years Service code 25 · EIN 25-1211909	Directed Trustee	$40,156

Plan features & details

Pension benefit codes2E2G2J2T3D3H2F

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.
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

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$40K

$349 / participant

Other / not subdivided$40K100.0%

% of EOY assets

0.193%

all-in expense ratio

Categories reported

0 / 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: CLARK SCHAEFER HACKETT
Auditor EIN: 310800053
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$128,903

$89,652+43.8%

$141,197-8.7%

$65,186+97.7%

Participation rate

100.0%

74.7%+25.3pp

82.5%+17.5pp

70.2%+29.8pp

Annual return

12.06%

32.79%-20.7pp

71.41%-59.3pp

29.39%-17.3pp

Employer contribution / active EE

$4,147

$3,065+35.3%

$4,736-12.4%

$2,177+90.5%

Participant deferral / active EE

$7,391

$5,691+29.9%

$6,710+10.1%

$3,514+110.3%

Admin fee / account holder

$249

$569-56.1%

$10,265-97.6%

$847-70.6%

Provider

Service type

Compensation

PNC BANK, N.A.3 years

Service code 25 · EIN 25-1211909

Directed Trustee

$40,156

GBBN ARCHITECTS, INC. 401(K) SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GBBN ARCHITECTS, INC. 401(K) 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