Retirement plan

FOULSTON SIEFKIN SAVINGS PLAN

Name: FOULSTON SIEFKIN LLP - FOULSTON SIEFKIN SAVINGS PLAN (2020) 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 2020

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

Prospect flagsLow returnsHigh assets / participant

How to read this page

Total assets (EOY)

$121.6M

+7.0% from 2019

Total participants

249

+1.2% from 2019

Average account balance

$498,195

+4.3% from 2019

Annual return

13.09%

-8.75 pp from 2019

Benchmarks

See 5,591 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort5,591 peers

Snapshot2020

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.6+ years Service code 15 · EIN 23-1945930	Recordkeeping	$300

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

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$50

$0 / participant

Other / not subdivided$50100.0%

% of EOY assets

0.000%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: BKD, LLP
Auditor EIN: 440160260
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$498,195

$99,957+398.4%

$149,745+232.7%

$73,497+577.8%

Participation rate

97.2%

75.7%+21.5pp

82.5%+14.7pp

70.7%+26.5pp

Annual return

13.09%

53.87%-40.8pp

276.72%-263.6pp

28.51%-15.4pp

Employer contribution / active EE

$8,874

$3,191+178.1%

$4,646+91.0%

$2,270+290.9%

Participant deferral / active EE

$6,727

$6,073+10.8%

$6,843-1.7%

$3,740+79.9%

Admin fee / account holder

$551-100.0%

$9,312-100.0%

$513-100.0%

Provider

Service type

Compensation

THE VANGUARD GROUP, INC.6+ years

Service code 15 · EIN 23-1945930

Recordkeeping

$300

FOULSTON SIEFKIN SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FOULSTON SIEFKIN SAVINGS 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