Retirement plan

MILLER ZEIDERMAN & WIEDERKEHR LLP 401K PLAN

Name: MILLER ZEIDERMAN & WIEDERKEHR LLP - MILLER ZEIDERMAN & WIEDERKEHR LLP 401K PLAN (2018) Form 5500
Creator: MILLER ZEIDERMAN & WIEDERKEHR LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MILLER ZEIDERMAN & WIEDERKEHR LLP 401K PLAN, MILLER ZEIDERMAN & WIEDERKEHR LLP

MILLER ZEIDERMAN & WIEDERKEHR LLPEIN 46-3157948Plan #001PY 2018

140 GRAND STREET, 5TH FL - WHITE PLAINS, NY 10601914-455-1000mzwnylaw.comLinkedIn11-50 employeeslaw practice

Other plans on this EIN

1 filing

#002Retirement-$903K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.3M

+40.3% from 2017

Total participants

+8.8% from 2017

Average account balance

$38,780

+44.5% from 2017

Annual return

-3.93%

-19.12 pp from 2017

Benchmarks

See 25,535 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort25,535 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.98M

Not enough data

1 years with asset history on file

Average account balance

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

$100K

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.

131.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$809K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$21K

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

+14.48%

Not enough data

1 years with return on file

Admin fee / account holder

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

$16524

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 codes2E2G2J2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

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

$22K

$753 / participant

Other / not subdivided$22K100.0%

% of EOY assets

1.706%

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

$38,780

$77,817-50.2%

$123,553-68.6%

$64,173-39.6%

Participation rate

86.2%

74.7%+11.5pp

82.3%+3.9pp

69.6%+16.6pp

Annual return

-3.93%

12.49%-16.4pp

119.21%-123.1pp

7.63%-11.6pp

Employer contribution / active EE

$6,268

$3,014+108.0%

$4,628+35.4%

$2,381+163.3%

Participant deferral / active EE

$8,164

$5,240+55.8%

$6,426+27.1%

$3,470+135.3%

Admin fee / account holder

$661

$5,519-88.0%

$9,284-92.9%

$4,887-86.5%

MILLER ZEIDERMAN & WIEDERKEHR LLP 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MILLER ZEIDERMAN & WIEDERKEHR LLP 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