Retirement plan

ANDALORO, SMITH & KRUEGER, LLP 401(K) PLAN

Name: ASK ADMINISTRATIVE PARTNERSHIP, LLP - ANDALORO, SMITH & KRUEGER, LLP 401(K) PLAN (2018) Form 5500
Creator: ASK ADMINISTRATIVE PARTNERSHIP, LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ANDALORO, SMITH & KRUEGER, LLP 401(K) PLAN, ASK ADMINISTRATIVE PARTNERSHIP, LLP

ASK ADMINISTRATIVE PARTNERSHIP, LLPEIN 39-1463833Plan #001PY 2018

N19 W24400 RIVERWOOD DRIVE, SUITE 200 - WAUKESHA, WI 53188262-544-2000

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$4.4M

-17.7% from 2017

Total participants

-12.1% from 2017

Average account balance

$150,167

-6.3% from 2017

Annual return

-3.78%

-15.96 pp from 2017

Benchmarks

See 25,535 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort25,535 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.66M

Not enough data

1 years with asset history on file

Average account balance

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

$238K

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.

96.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$351K

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

+9.49%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7183

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 codes2E2F2G2J2T3D

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.
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

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

$1.1M

$39506 / participant

Other / not subdivided$1M100.0%

% of EOY assets

25.401%

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

$150,167

$77,817+93.0%

$123,553+21.5%

$64,173+134.0%

Participation rate

100.0%

74.7%+25.3pp

82.3%+17.7pp

69.6%+30.4pp

Annual return

-3.78%

12.49%-16.3pp

119.21%-123.0pp

7.63%-11.4pp

Employer contribution / active EE

$2,400

$3,014-20.4%

$4,628-48.1%

$2,381+0.8%

Participant deferral / active EE

$9,985

$5,240+90.6%

$6,426+55.4%

$3,470+187.8%

Admin fee / account holder

$38,143

$5,519+591.1%

$9,284+310.8%

$4,887+680.4%

ANDALORO, SMITH & KRUEGER, LLP 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ANDALORO, SMITH & KRUEGER, LLP 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