Retirement plan

ROSENBLUM GOLDENHERSH P.C.EMPLOYEES' 401(K)PROFIT SHARING PLAN AND TRUST

Name: ROSENBLUM GOLDENHERSH P.C. - ROSENBLUM GOLDENHERSH P.C.EMPLOYEES' 401(K)PROFIT SHARING PLAN AND TRUST (2017) Form 5500
Creator: ROSENBLUM GOLDENHERSH P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ROSENBLUM GOLDENHERSH P.C.EMPLOYEES' 401(K)PROFIT SHARING PLAN AND TRUST, ROSENBLUM GOLDENHERSH P.C.

ROSENBLUM GOLDENHERSH P.C.EIN 43-1231287Plan #001PY 2017

7733 FORSYTH BLVD, FOURTH FLOOR - ST. LOUIS, MO 63105314-726-6868rosenblumgoldenhersh.comLinkedIn11-50 employeeslaw practice

Prospect flagsLow returnsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$10.8M

+6.3% from 2016

Total participants

0.0% from 2016

Average account balance

$336,480

+6.3% from 2016

Annual return

9.31%

+7.58 pp from 2016

Benchmarks

See 25,068 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort25,068 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$18.15M

Not enough data

1 years with asset history on file

Average account balance

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

$585K

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.

103.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$538K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+10.56%

Not enough data

1 years with return on file

Admin fee / account holder

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

$29571

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 codes2E2H2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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

3 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$742K

$29673 / participant

Other / not subdivided$742K100.0%

% of EOY assets

6.889%

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

$336,480

$85,766+292.3%

$136,297+146.9%

$70,124+379.8%

Participation rate

100.0%

74.2%+25.8pp

81.9%+18.1pp

69.5%+30.5pp

Annual return

9.31%

31.45%-22.1pp

5156.19%-5146.9pp

73.14%-63.8pp

Employer contribution / active EE

$4,800

$2,966+61.8%

$4,696+2.2%

$2,342+104.9%

Participant deferral / active EE

$8,334

$5,051+65.0%

$6,247+33.4%

$3,332+150.1%

Admin fee / account holder

$23,182

$5,420+327.7%

$9,244+150.8%

$4,645+399.0%

ROSENBLUM GOLDENHERSH P.C.EMPLOYEES' 401(K)PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ROSENBLUM GOLDENHERSH P.C.EMPLOYEES' 401(K)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