Retirement plan

PGS/GS 401(K) PLAN

Name: PRADKO, GALLAGHER AND SLANEC, P.L.L.C. - PGS/GS 401(K) PLAN (2021) Form 5500
Creator: PRADKO, GALLAGHER AND SLANEC, P.L.L.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PGS/GS 401(K) PLAN, PRADKO, GALLAGHER AND SLANEC, P.L.L.C.

PRADKO, GALLAGHER AND SLANEC, P.L.L.C.EIN 32-0095591Plan #002PY 2021

36600 HERITAGE DRIVE - RICHMOND, MI 480621937586-727-3815LinkedIn11-50 employeesmedical practice

Other plans on this EIN

1 filing

#001Retirement-$4.9M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$329K

+156.0% from 2020

Total participants

0.0% from 2020

Average account balance

$54,858

+156.0% from 2020

Annual return

45.74%

+39.63 pp from 2020

Benchmarks

See 103,173 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort103,173 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-100.00%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2F2G2J3D3H

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.
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

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

$6K

$756 / participant

Other / not subdivided$6K100.0%

% of EOY assets

1.837%

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

$54,858

$217,432-74.8%

$185,851-70.5%

$167,553-67.3%

Participation rate

75.0%

86.1%-11.1pp

81.7%-6.7pp

82.1%-7.1pp

Annual return

45.74%

148.43%-102.7pp

122.11%-76.4pp

478.89%-433.2pp

Employer contribution / active EE

$1,455

$5,874-75.2%

$5,168-71.8%

$4,840-69.9%

Participant deferral / active EE

$16,261

$6,357+155.8%

$5,569+192.0%

$6,343+156.4%

Admin fee / account holder

$1,008

$19,820-94.9%

$16,245-93.8%

$12,316-91.8%

PGS/GS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PGS/GS 401(K) 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