Retirement plan

FOULSTON SIEFKIN SAVINGS PLAN

Name: FOULSTON SIEFKIN LLP - FOULSTON SIEFKIN SAVINGS PLAN (2015) Form 5500
Creator: FOULSTON SIEFKIN LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FOULSTON SIEFKIN SAVINGS PLAN, FOULSTON SIEFKIN LLP

FOULSTON SIEFKIN LLPEIN 48-0572027Plan #002PY 2015

1551 N. WATERFRONT PARKWAY, SUITE 100 - WICHITA, KS 672064466316-267-6371foulston.comLinkedIn51-200 employeeslaw practice

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$80.7M

No prior year

Total participants

233

No prior year

Average account balance

$354,078

No prior year

Annual return

-0.11%

No prior year

Benchmarks

See 4,662 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort4,662 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$139.97M

Not enough data

1 years with asset history on file

Average account balance

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

$569K

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.

246

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.

94.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.02M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+15.27%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

Top 1 by compensation

Provider	Service type	Compensation
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930	Recordkeeping	$0

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

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: BDK LLP
Auditor EIN: 440160260
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$354,078

$70,002+405.8%

$115,038+207.8%

$52,331+576.6%

Participation rate

97.3%

72.1%+25.2pp

81.4%+15.9pp

68.1%+29.2pp

Annual return

-0.11%

4.04%-4.2pp

26.14%-26.3pp

4.54%-4.7pp

Employer contribution / active EE

$8,803

$2,715+224.3%

$4,608+91.0%

$1,882+367.8%

Participant deferral / active EE

$6,245

$4,920+26.9%

$6,026+3.6%

$3,022+106.6%

Admin fee / account holder

$566-100.0%

$8,175-100.0%

$592-100.0%

Provider

Service type

Compensation

THE VANGUARD GROUP, INC.1+ years

Service code 15 · EIN 23-1945930

Recordkeeping

FOULSTON SIEFKIN SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

FOULSTON SIEFKIN SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion