Retirement plan

GEORGE W. AUCH COMPANY DEFINED CONTRIBUTION PENSION PLAN

Name: GEORGE W. AUCH COMPANY - GEORGE W. AUCH COMPANY DEFINED CONTRIBUTION PENSION PLAN (2018) Form 5500
Creator: GEORGE W. AUCH COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GEORGE W. AUCH COMPANY DEFINED CONTRIBUTION PENSION PLAN, GEORGE W. AUCH COMPANY

GEORGE W. AUCH COMPANYEIN 38-1888886Plan #006PY 2018

735 S. PADDOCK STREET - PONTIAC, MI 48341248-334-2000LinkedIn1-10 employeesmedical practice

Other plans on this EIN

1 filing

#001Retirement-$3.9M assets

Prospect flagsHigh feesLow participant contribution

How to read this page

Total assets (EOY)

$8.7M

+14.2% from 2017

Total participants

+8.2% from 2017

Average account balance

$164,963

+5.6% from 2017

Annual return

10.33%

-2.94 pp from 2017

Benchmarks

See 15,016 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants25-99

Cohort15,016 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$9.95M

Not enough data

1 years with asset history on file

Average account balance

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

$117K

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

$837K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+2.42%

Not enough data

1 years with return on file

Admin fee / account holder

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

$25086

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 codes2E2F2G2T3D

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.
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

2 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
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

$367K

$8335 / participant

Other / not subdivided$367K100.0%

% of EOY assets

4.195%

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

$164,963

$57,352+187.6%

$83,830+96.8%

$64,173+157.1%

Participation rate

100.0%

68.6%+31.4pp

76.1%+23.9pp

69.6%+30.4pp

Annual return

10.33%

11.38%-1.1pp

850.97%-840.6pp

7.63%+2.7pp

Employer contribution / active EE

$15,062

$2,546+491.7%

$3,631+314.8%

$2,381+532.7%

Participant deferral / active EE

$2,993-100.0%

$4,082-100.0%

$3,470-100.0%

Admin fee / account holder

$6,919

$4,046+71.0%

$5,479+26.3%

$4,887+41.6%

GEORGE W. AUCH COMPANY DEFINED CONTRIBUTION PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GEORGE W. AUCH COMPANY DEFINED CONTRIBUTION PENSION 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