Retirement plan

WEIDRICK LIVESAY MITCHELL & BURGE LLC 401(K) PLAN

Name: WEIDRICK LIVESAY & COMPANY, LLC - WEIDRICK LIVESAY MITCHELL & BURGE LLC 401(K) PLAN (2016) 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 2016

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

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.6M

+57.3% from 2015

Total participants

+11.8% from 2015

Average account balance

$84,131

+40.7% from 2015

Annual return

39.32%

+13.16 pp from 2015

Benchmarks

See 113,086 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort113,086 peers

Snapshot2016

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$1K

$92 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.074%

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

$84,131

$135,956-38.1%

$123,894-32.1%

$273,972-69.3%

Participation rate

100.0%

84.1%+15.9pp

81.4%+18.6pp

83.0%+17.0pp

Annual return

39.32%

56.63%-17.3pp

47.52%-8.2pp

41.46%-2.1pp

Employer contribution / active EE

$3,501

$5,170-32.3%

$4,617-24.2%

$4,869-28.1%

Participant deferral / active EE

$10,634

$6,343+67.7%

$5,984+77.7%

$5,287+101.1%

Admin fee / account holder

$63

$9,817-99.4%

$8,357-99.3%

$10,133-99.4%

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