Retirement plan

CARLISLE, MCNELLIE & RINI CO,. LPA 401(K) SAVINGS PLAN AND TRUST

Name: CARLISLE, MCNELLIE, RINI , KREMER & ULRICH, CO., LPA - CARLISLE, MCNELLIE & RINI CO,. LPA 401(K) SAVINGS PLAN AND TRUST (2020) Form 5500
Creator: CARLISLE, MCNELLIE, RINI , KREMER & ULRICH, CO., LPA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CARLISLE, MCNELLIE & RINI CO,. LPA 401(K) SAVINGS PLAN AND TRUST, CARLISLE, MCNELLIE, RINI , KREMER & ULRICH, CO., LPA

CARLISLE, MCNELLIE, RINI , KREMER & ULRICH, CO., LPAEIN 34-1279923Plan #001PY 2020

24755 CHAGRIN BLVD., SUITE 200 - CLEVELAND, OH 44122216-360-7200carlisle-law.comLinkedIn51-200 employeeslaw practice

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$5.9M

-2.0% from 2019

Total participants

-7.1% from 2019

Average account balance

$169,551

+0.8% from 2019

Annual return

16.28%

-5.80 pp from 2019

Benchmarks

See 120,779 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort120,779 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.54M

Not enough data

1 years with asset history on file

Average account balance

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

$152K

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.

102.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$275K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+19.20%

Not enough data

1 years with return on file

Admin fee / account holder

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

$48016

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 codes2E2F2G2J2T3D

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.

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

$1.3M

$66888 / participant

Other / not subdivided$1M100.0%

% of EOY assets

21.416%

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

$169,551

$165,361+2.5%

$149,715+13.2%

$158,950+6.7%

Participation rate

78.9%

84.6%-5.6pp

82.5%-3.5pp

82.0%-3.0pp

Annual return

16.28%

348.24%-332.0pp

276.66%-260.4pp

302.91%-286.6pp

Employer contribution / active EE

$2,568

$5,103-49.7%

$4,645-44.7%

$4,762-46.1%

Participant deferral / active EE

$5,128

$7,182-28.6%

$6,842-25.1%

$5,983-14.3%

Admin fee / account holder

$36,311

$10,808+236.0%

$9,310+290.0%

$11,248+222.8%

CARLISLE, MCNELLIE & RINI CO,. LPA 401(K) SAVINGS PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CARLISLE, MCNELLIE & RINI CO,. LPA 401(K) SAVINGS PLAN AND TRUST

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