Retirement plan

WEIDRICK LIVESAY MITCHELL & BURGE LLC 401(K) PLAN

Name: WEIDRICK LIVESAY & COMPANY, LLC - WEIDRICK LIVESAY MITCHELL & BURGE LLC 401(K) PLAN (2015) Form 5500
Creator: WEIDRICK LIVESAY & COMPANY, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WEIDRICK LIVESAY MITCHELL & BURGE LLC 401(K) PLAN, WEIDRICK LIVESAY & COMPANY, LLC

WEIDRICK LIVESAY & COMPANY, LLCEIN 34-1849064Plan #001PY 2015

2150 N CLEVELAND-MASSILLON ROAD - AKRON, OH 44333330-659-5985wlcpa.comLinkedIn11-50 employeesaccounting

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$1M

No prior year

Total participants

No prior year

Average account balance

$59,785

No prior year

Annual return

26.15%

No prior year

Benchmarks

See 103,909 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort103,909 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.61M

Not enough data

1 years with asset history on file

Average account balance

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

$144K

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.

118.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$464K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+6.29%

Not enough data

1 years with return on file

Admin fee / account holder

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

$957

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 codes2E2J2T3B

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.

Opportunity flags

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$229

$16 / participant

Other / not subdivided$229100.0%

% of EOY assets

0.023%

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

$59,785

$127,387-53.1%

$115,038-48.0%

$125,389-52.3%

Participation rate

100.0%

84.2%+15.8pp

81.4%+18.6pp

83.2%+16.8pp

Annual return

26.15%

31.28%-5.1pp

26.14%0pp

282.24%-256.1pp

Employer contribution / active EE

$2,361

$5,166-54.3%

$4,608-48.8%

$4,866-51.5%

Participant deferral / active EE

$9,244

$6,423+43.9%

$6,026+53.4%

$5,352+72.7%

Admin fee / account holder

$13

$9,516-99.9%

$8,175-99.8%

$9,541-99.9%

WEIDRICK LIVESAY MITCHELL & BURGE LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WEIDRICK LIVESAY MITCHELL & BURGE LLC 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