Retirement plan

PALMIERI, TYLER, WIENER, WILHELM & WALDRON LLP CASH OPTION PROFIT SHARING PLAN

Name: PALMIERI, TYLER, WIENER, WILHELM & - PALMIERI, TYLER, WIENER, WILHELM & WALDRON LLP CASH OPTION PROFIT SHARING PLAN (2017) Form 5500
Creator: PALMIERI, TYLER, WIENER, WILHELM &
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PALMIERI, TYLER, WIENER, WILHELM & WALDRON LLP CASH OPTION PROFIT SHARING PLAN, PALMIERI, TYLER, WIENER, WILHELM &

PALMIERI, TYLER, WIENER, WILHELM &EIN 33-0146039Plan #001PY 2017

1900 MAIN ST STE 700 - IRVINE, CA 926147328949-851-9400ptwww.comLinkedIn51-200 employeeslaw practice

Other plans on this EIN

1 filing

#002Retirement-$2.2M assets

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$21.9M

+20.9% from 2016

Total participants

+1.8% from 2016

Average account balance

$384,012

+14.5% from 2016

Annual return

16.69%

+6.31 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

$30.07M

Not enough data

1 years with asset history on file

Average account balance

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

$485K

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.

117.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.41M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$27K

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

+17.64%

Not enough data

1 years with return on file

Admin fee / account holder

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

$91852

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 codes2E2F2G2J2R2T3B3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$398K

$7368 / participant

Other / not subdivided$398K100.0%

% of EOY assets

1.818%

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

$384,012

$85,766+347.7%

$136,298+181.7%

$70,126+447.6%

Participation rate

100.0%

74.2%+25.8pp

81.9%+18.1pp

69.5%+30.5pp

Annual return

16.69%

31.46%-14.8pp

5156.27%-5139.6pp

73.15%-56.5pp

Employer contribution / active EE

$10,376

$2,966+249.8%

$4,696+121.0%

$2,343+342.9%

Participant deferral / active EE

$11,035

$5,051+118.5%

$6,247+76.6%

$3,332+231.2%

Admin fee / account holder

$6,980

$5,421+28.8%

$9,244-24.5%

$4,645+50.3%

PALMIERI, TYLER, WIENER, WILHELM & WALDRON LLP CASH OPTION PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PALMIERI, TYLER, WIENER, WILHELM & WALDRON LLP CASH OPTION PROFIT SHARING 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