Retirement plan

MCQUAIN, DEHARDT & ROSENBLOOM, P.C. PROFIT SHARING 401(K) PLAN

Name: MCQUAIN, DEHARDT & ROSENBLOOM, P.C. - MCQUAIN, DEHARDT & ROSENBLOOM, P.C. PROFIT SHARING 401(K) PLAN (2018) Form 5500
Creator: MCQUAIN, DEHARDT & ROSENBLOOM, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MCQUAIN, DEHARDT & ROSENBLOOM, P.C. PROFIT SHARING 401(K) PLAN, MCQUAIN, DEHARDT & ROSENBLOOM, P.C.

MCQUAIN, DEHARDT & ROSENBLOOM, P.C.EIN 43-1647243Plan #001PY 2018

4520 MAIN, SUITE 700 - KANSAS CITY, MO 64111816-531-0509

Prospect flagsHigh feesLow participant contribution

How to read this page

Total assets (EOY)

$590K

-5.3% from 2017

Total participants

-12.5% from 2017

Average account balance

$84,217

+8.2% from 2017

Annual return

-2.89%

-18.90 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

$692K

Not enough data

1 years with asset history on file

Average account balance

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

$346K

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

$29K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+5.71%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3330

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
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

$39K

$12874 / participant

Other / not subdivided$39K100.0%

% of EOY assets

6.552%

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

$84,217

$138,076-39.0%

$123,553-31.8%

$135,380-37.8%

Participation rate

100.0%

84.7%+15.3pp

82.3%+17.7pp

82.6%+17.4pp

Annual return

-2.89%

153.70%-156.6pp

119.21%-122.1pp

519.81%-522.7pp

Employer contribution / active EE

$4,013

$5,152-22.1%

$4,628-13.3%

$4,779-16.0%

Participant deferral / active EE

$1,817

$6,800-73.3%

$6,426-71.7%

$5,609-67.6%

Admin fee / account holder

$5,518

$10,917-49.5%

$9,284-40.6%

$10,828-49.0%

MCQUAIN, DEHARDT & ROSENBLOOM, P.C. PROFIT SHARING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MCQUAIN, DEHARDT & ROSENBLOOM, P.C. PROFIT SHARING 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