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 (2018) 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 2018

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)

$5.9M

-14.0% from 2017

Total participants

+6.7% from 2017

Average account balance

$368,085

-19.4% from 2017

Annual return

2.89%

-4.59 pp from 2017

Benchmarks

See 116,756 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort116,756 peers

Snapshot2018

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

$1.4M

$105773 / participant

Other / not subdivided$1M100.0%

% of EOY assets

23.348%

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

$368,085

$138,076+166.6%

$123,553+197.9%

$135,380+171.9%

Participation rate

100.0%

84.7%+15.3pp

82.3%+17.7pp

82.6%+17.4pp

Annual return

2.89%

153.70%-150.8pp

119.21%-116.3pp

519.81%-516.9pp

Employer contribution / active EE

$7,290

$5,152+41.5%

$4,628+57.5%

$4,779+52.6%

Participant deferral / active EE

$8,611

$6,800+26.6%

$6,426+34.0%

$5,609+53.5%

Admin fee / account holder

$85,941

$10,917+687.2%

$9,284+825.6%

$10,828+693.7%

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