Retirement plan

ANDERSON, O'BRIEN, BERTZ, SKRENES & GOLLA 401(K) PLAN

Name: ANDERSON, O'BRIEN, BERTZ, SKRENES & GOLLA, LLP - ANDERSON, O'BRIEN, BERTZ, SKRENES & GOLLA 401(K) PLAN (2017) Form 5500
Creator: ANDERSON, O'BRIEN, BERTZ, SKRENES & GOLLA, LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ANDERSON, O'BRIEN, BERTZ, SKRENES & GOLLA 401(K) PLAN, ANDERSON, O'BRIEN, BERTZ, SKRENES & GOLLA, LLP

ANDERSON, O'BRIEN, BERTZ, SKRENES & GOLLA, LLPEIN 39-0856488Plan #002PY 2017

1257 MAIN ST., PO BOX 228 - STEVENS POING, WI 54481715-344-0890

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$12.2M

+19.2% from 2016

Total participants

-7.3% from 2016

Average account balance

$320,463

+28.6% from 2016

Annual return

17.13%

+10.87 pp from 2016

Benchmarks

See 25,067 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort25,067 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$14.94M

Not enough data

1 years with asset history on file

Average account balance

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

$339K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$807K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$24K

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

+12.04%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6627

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 codes2E2F2G2J2T3B3D

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.
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.
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

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

$357K

$10208 / participant

Other / not subdivided$357K100.0%

% of EOY assets

2.934%

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

$320,463

$85,766+273.6%

$136,298+135.1%

$70,126+357.0%

Participation rate

100.0%

74.2%+25.8pp

81.9%+18.1pp

69.5%+30.5pp

Annual return

17.13%

31.46%-14.3pp

5156.27%-5139.1pp

73.15%-56.0pp

Employer contribution / active EE

$8,275

$2,966+179.0%

$4,696+76.2%

$2,343+253.3%

Participant deferral / active EE

$6,905

$5,051+36.7%

$6,247+10.5%

$3,332+107.3%

Admin fee / account holder

$9,402

$5,421+73.4%

$9,244+1.7%

$4,645+102.4%

ANDERSON, O'BRIEN, BERTZ, SKRENES & GOLLA 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ANDERSON, O'BRIEN, BERTZ, SKRENES & GOLLA 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