Retirement plan

LAMSON, DUGAN AND MURRAY, LLP RETIREMENT SAVINGS PLAN & TRUST

Name: LAMSON, DUGAN AND MURRAY, LLP - LAMSON, DUGAN AND MURRAY, LLP RETIREMENT SAVINGS PLAN & TRUST (2019) Form 5500
Creator: LAMSON, DUGAN AND MURRAY, LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LAMSON, DUGAN AND MURRAY, LLP RETIREMENT SAVINGS PLAN & TRUST, LAMSON, DUGAN AND MURRAY, LLP

LAMSON, DUGAN AND MURRAY, LLPEIN 47-0209590Plan #002PY 2019

10306 REGENCY PARKWAY DRIVE - OMAHA, NE 68114402-397-7300

Prospect flagsHigh feesRecently reached 100 employees

How to read this page

Total assets (EOY)

$25.8M

+27.0% from 2018

Total participants

114

+40.7% from 2018

Average account balance

$241,218

-3.8% from 2018

Annual return

23.50%

+29.11 pp from 2018

Benchmarks

See 25,911 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort25,911 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$30.89M

Not enough data

1 years with asset history on file

Average account balance

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

$231K

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.

134

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.

86.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.61M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+17.68%

Not enough data

1 years with return on file

Admin fee / account holder

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

$870

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

1 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 codes2E2F2G2J2R2T3B3D

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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalRecently reached 100 employees
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.

Expense breakdown

Schedule H Part II

Admin total

$601K

$6465 / participant

Other / not subdivided$601K100.0%

% of EOY assets

2.329%

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

$241,218

$89,367+169.9%

$141,191+70.8%

$72,975+230.5%

Participation rate

92.5%

75.1%+17.3pp

82.5%+10.0pp

69.5%+23.0pp

Annual return

23.50%

111.87%-88.4pp

71.41%-47.9pp

81.01%-57.5pp

Employer contribution / active EE

$7,137

$3,115+129.1%

$4,736+50.7%

$2,440+192.5%

Participant deferral / active EE

$6,089

$5,419+12.4%

$6,710-9.3%

$3,608+68.8%

Admin fee / account holder

$5,619

$5,957-5.7%

$10,264-45.3%

$5,124+9.7%

LAMSON, DUGAN AND MURRAY, LLP RETIREMENT SAVINGS PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LAMSON, DUGAN AND MURRAY, LLP RETIREMENT SAVINGS PLAN & 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