Retirement plan

KRUGLIAK WILKINS GRIFFITHS & DOUGHERTY CO LPA PROFIT SHARING AND 401(K) PLAN

Name: KRUGLIAK, WILKINS, GRIFFITHS & DOUG - KRUGLIAK WILKINS GRIFFITHS & DOUGHERTY CO LPA PROFIT SHARING AND 401(K) PLAN (2015) Form 5500
Creator: KRUGLIAK, WILKINS, GRIFFITHS & DOUG
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KRUGLIAK WILKINS GRIFFITHS & DOUGHERTY CO LPA PROFIT SHARING AND 401(K) PLAN, KRUGLIAK, WILKINS, GRIFFITHS & DOUG

KRUGLIAK, WILKINS, GRIFFITHS & DOUGEIN 34-1295659Plan #001PY 2015

PO BOX 36963 - CANTON, OH 447356963330-497-0700LinkedIn51-200 employeeslegal services

Other plans on this EIN

1 filing

#002Retirement-$1.7M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$22M

No prior year

Total participants

109

No prior year

Average account balance

$207,766

No prior year

Annual return

-0.84%

No prior year

Benchmarks

See 22,773 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort22,773 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$34.77M

Not enough data

1 years with asset history on file

Average account balance

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

$229K

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.

152

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.05M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

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

+11.20%

Not enough data

1 years with return on file

Admin fee / account holder

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

$532

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

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

$3.1M

$32582 / participant

Other / not subdivided$3M100.0%

% of EOY assets

14.055%

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

$207,766

$72,177+187.9%

$115,037+80.6%

$59,633+248.4%

Participation rate

96.8%

72.6%+24.3pp

81.4%+15.5pp

68.7%+28.2pp

Annual return

-0.84%

12.02%-12.9pp

26.14%-27.0pp

2041.40%-2042.2pp

Employer contribution / active EE

$7,794

$2,841+174.3%

$4,608+69.1%

$2,203+253.8%

Participant deferral / active EE

$6,094

$4,783+27.4%

$6,026+1.1%

$3,192+90.9%

Admin fee / account holder

$29,201

$4,927+492.7%

$8,175+257.2%

$4,297+579.6%

KRUGLIAK WILKINS GRIFFITHS & DOUGHERTY CO LPA PROFIT SHARING AND 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KRUGLIAK WILKINS GRIFFITHS & DOUGHERTY CO LPA PROFIT SHARING AND 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