Retirement plan

SANDERS WARREN RUSSELL & SCHEER LLP 401(K) PROFIT SHARING PLAN

Name: SANDERS WARREN RUSSELL & SCHEER LLP - SANDERS WARREN RUSSELL & SCHEER LLP 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: SANDERS WARREN RUSSELL & SCHEER LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SANDERS WARREN RUSSELL & SCHEER LLP 401(K) PROFIT SHARING PLAN, SANDERS WARREN RUSSELL & SCHEER LLP

SANDERS WARREN RUSSELL & SCHEER LLPEIN 43-1842593Plan #001PY 2017

9401 INDIAN CREEK PARKWAY, SUITE 1250 - OVERLAND PARK, KS 66210913-234-6120swrllp.comLinkedIn51-200 employeeslaw practice

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$13.4M

+17.7% from 2016

Total participants

+4.5% from 2016

Average account balance

$205,441

+19.6% from 2016

Annual return

15.88%

+7.56 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

$18.79M

Not enough data

1 years with asset history on file

Average account balance

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

$285K

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.

132.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$901K

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

+17.30%

Not enough data

1 years with return on file

Admin fee / account holder

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

$22800

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 codes2E2F2G2J2T3B

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.

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

$669K

$10796 / participant

Other / not subdivided$669K100.0%

% of EOY assets

5.012%

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

$205,441

$85,766+139.5%

$136,297+50.7%

$70,124+193.0%

Participation rate

93.5%

74.2%+19.4pp

81.9%+11.6pp

69.5%+24.0pp

Annual return

15.88%

31.45%-15.6pp

5156.19%-5140.3pp

73.14%-57.3pp

Employer contribution / active EE

$7,305

$2,966+146.3%

$4,696+55.6%

$2,342+211.8%

Participant deferral / active EE

$6,882

$5,051+36.2%

$6,247+10.2%

$3,332+106.6%

Admin fee / account holder

$10,297

$5,420+90.0%

$9,244+11.4%

$4,645+121.7%

SANDERS WARREN RUSSELL & SCHEER LLP 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SANDERS WARREN RUSSELL & SCHEER LLP 401(K) PROFIT SHARING 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