Retirement plan

CARABELL, LESLIE AND COMPANY P.C. EMPLOYEE PROFIT SHARING PLAN AND TRUST

Name: CARABELL, LESLIE AND COMPANY, P.C. - CARABELL, LESLIE AND COMPANY P.C. EMPLOYEE PROFIT SHARING PLAN AND TRUST (2016) Form 5500
Creator: CARABELL, LESLIE AND COMPANY, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CARABELL, LESLIE AND COMPANY P.C. EMPLOYEE PROFIT SHARING PLAN AND TRUST, CARABELL, LESLIE AND COMPANY, P.C.

CARABELL, LESLIE AND COMPANY, P.C.EIN 38-1998967Plan #001PY 2016

83 MACOMB PLACE - MOUNT CLEMENS, MI 48043586-465-6285carabellleslie.comLinkedIn11-50 employeesaccounting

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$6.4M

No prior year

Total participants

No prior year

Average account balance

$373,680

No prior year

Annual return

6.92%

No prior year

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

$8.17M

Not enough data

1 years with asset history on file

Average account balance

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

$430K

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

$250K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$21K

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

+17.46%

Not enough data

1 years with return on file

Admin fee / account holder

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

$89229

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 codes2E2J2G

Plan features

2E
Profit-sharing
Profit-sharing 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.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$239K

$18408 / participant

Other / not subdivided$239K100.0%

% of EOY assets

3.767%

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

$373,680

$135,956+174.9%

$123,894+201.6%

$273,972+36.4%

Participation rate

100.0%

84.1%+15.9pp

81.4%+18.6pp

83.0%+17.0pp

Annual return

6.92%

56.63%-49.7pp

47.52%-40.6pp

41.46%-34.5pp

Employer contribution / active EE

$6,684

$5,170+29.3%

$4,617+44.8%

$4,869+37.3%

Participant deferral / active EE

$8,748

$6,343+37.9%

$5,984+46.2%

$5,287+65.5%

Admin fee / account holder

$14,076

$9,817+43.4%

$8,357+68.4%

$10,133+38.9%

CARABELL, LESLIE AND COMPANY P.C. EMPLOYEE PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CARABELL, LESLIE AND COMPANY P.C. EMPLOYEE PROFIT SHARING PLAN AND TRUST

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