Retirement plan

EHRFELD CONSULTING INC MONEY PURCHASE KEOGH PLAN

Name: EHRFELD CONSULTING INC - EHRFELD CONSULTING INC MONEY PURCHASE KEOGH PLAN (2018) Form 5500
Creator: EHRFELD CONSULTING INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EHRFELD CONSULTING INC MONEY PURCHASE KEOGH PLAN, EHRFELD CONSULTING INC

EHRFELD CONSULTING INCEIN 36-4249193Plan #001PY 2018

320 W. OAKDALE SUITE 1501 - CHICAGO, IL 60657773-294-1072LinkedIn1-10 employeesmanagement consulting

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$2.1M

+2.0% from 2017

Total participants

0.0% from 2017

Average account balance

$712,675

+2.0% from 2017

Annual return

-0.34%

-19.19 pp from 2017

Benchmarks

See 31,466 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort31,466 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.98M

Not enough data

1 years with asset history on file

Average account balance

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

$2.5M

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$22K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+13.92%

Not enough data

1 years with return on file

Admin fee / account holder

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

$112531

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 codes2C2G2J3D

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit plan.
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

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$96

$48 / participant

Other / not subdivided$96100.0%

% of EOY assets

0.004%

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

$712,675

$160,059+345.3%

$140,019+409.0%

$135,382+426.4%

Participation rate

100.0%

88.5%+11.5pp

87.5%+12.5pp

82.6%+17.4pp

Annual return

-0.34%

911.44%-911.8pp

651.15%-651.5pp

519.77%-520.1pp

Employer contribution / active EE

$21,750

$6,420+238.8%

$5,605+288.0%

$4,779+355.1%

Participant deferral / active EE

$3,000

$7,641-60.7%

$6,927-56.7%

$5,609-46.5%

Admin fee / account holder

$32

$13,328-99.8%

$10,705-99.7%

$10,829-99.7%

EHRFELD CONSULTING INC MONEY PURCHASE KEOGH PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EHRFELD CONSULTING INC MONEY PURCHASE KEOGH 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