Retirement plan

MCMANAMY MCLEOD HELLER LLC 401K PLAN

Name: MCMANAMY, MCLEOD, HELLER, LLC - MCMANAMY MCLEOD HELLER LLC 401K PLAN (2017) Form 5500
Creator: MCMANAMY, MCLEOD, HELLER, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MCMANAMY MCLEOD HELLER LLC 401K PLAN, MCMANAMY, MCLEOD, HELLER, LLC

MCMANAMY, MCLEOD, HELLER, LLCEIN 43-2085427Plan #001PY 2017

3520 PIEDMONT RD STE 110 - ATLANTA, GA 30305404-442-6662mmhfirm.comLinkedIn51-200 employeeslaw practice

Prospect flagsLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$1.1M

+72.0% from 2016

Total participants

+34.4% from 2016

Average account balance

$43,230

+32.3% from 2016

Annual return

26.32%

+14.26 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

$4.22M

Not enough data

1 years with asset history on file

Average account balance

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

$121K

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.

120.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$283K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+13.35%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5228

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 codes2E2G2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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

$2K

$76 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.168%

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

$43,230

$85,766-49.6%

$136,297-68.3%

$70,124-38.4%

Participation rate

32.0%

74.2%-42.2pp

81.9%-49.9pp

69.5%-37.5pp

Annual return

26.32%

31.45%-5.1pp

5156.19%-5129.9pp

73.14%-46.8pp

Employer contribution / active EE

$3,254

$2,966+9.7%

$4,696-30.7%

$2,342+38.9%

Participant deferral / active EE

$8,694

$5,051+72.1%

$6,247+39.2%

$3,332+160.9%

Admin fee / account holder

$73

$5,420-98.7%

$9,244-99.2%

$4,645-98.4%

MCMANAMY MCLEOD HELLER LLC 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MCMANAMY MCLEOD HELLER LLC 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