Retirement plan

TERCHAN STEINLE HODAN AND GANZER LIMITED 401K PLAN

Name: TERSCHAN STEINLE HODAN AND GANZ - TERCHAN STEINLE HODAN AND GANZER LIMITED 401K PLAN (2019) Form 5500
Creator: TERSCHAN STEINLE HODAN AND GANZ
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TERCHAN STEINLE HODAN AND GANZER LIMITED 401K PLAN, TERSCHAN STEINLE HODAN AND GANZ

TERSCHAN STEINLE HODAN AND GANZEIN 39-1784476Plan #001PY 2019

309 N WATER ST SUITE 215 - MILWAUKEE, WI 53202414-258-1010LinkedIn11-50 employeeslegal services

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$866K

+14.6% from 2018

Total participants

0.0% from 2018

Average account balance

$86,551

+14.6% from 2018

Annual return

23.64%

+27.72 pp from 2018

Benchmarks

See 119,329 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort119,329 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.41M

Not enough data

1 years with asset history on file

Average account balance

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

$176K

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.

114.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$36K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+17.25%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3758

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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$149K

$18568 / participant

Other / not subdivided$149K100.0%

% of EOY assets

17.162%

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

$86,551

$157,304-45.0%

$141,197-38.7%

$152,909-43.4%

Participation rate

100.0%

84.8%+15.2pp

82.5%+17.5pp

Annual return

23.64%

64.34%-40.7pp

71.41%-47.8pp

345.46%-321.8pp

Employer contribution / active EE

$3,198

$5,263-39.2%

$4,736-32.5%

$4,764-32.9%

Participant deferral / active EE

$6,822

$7,111-4.1%

$6,710+1.7%

$5,851+16.6%

Admin fee / account holder

$14,854

$12,126+22.5%

$10,265+44.7%

$11,601+28.0%

TERCHAN STEINLE HODAN AND GANZER LIMITED 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TERCHAN STEINLE HODAN AND GANZER LIMITED 401K 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