Retirement plan

WOODS & DURHAM, CHTD. 401(K) PLAN

Name: WOODS & DURHAM, CHTD C/O DOUG EDWARDS - WOODS & DURHAM, CHTD. 401(K) PLAN (2017) Form 5500
Creator: WOODS & DURHAM, CHTD C/O DOUG EDWARDS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WOODS & DURHAM, CHTD. 401(K) PLAN, WOODS & DURHAM, CHTD C/O DOUG EDWARDS

WOODS & DURHAM, CHTD C/O DOUG EDWARDSEIN 48-0928496Plan #003PY 2017

PO BOX 1516 - SALINA, KS 674021516785-825-5494woodsanddurham.comLinkedIn11-50 employees

Other plans on this EIN

1 filing

#001Retirement-$3.5M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$5.9M

+25.3% from 2016

Total participants

0.0% from 2016

Average account balance

$168,734

+25.3% from 2016

Annual return

18.53%

+11.30 pp from 2016

Benchmarks

See 25,067 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort25,067 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$14.28M

Not enough data

1 years with asset history on file

Average account balance

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

$317K

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.

118.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$656K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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)

$25226

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 codes2E2J2R

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

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

$31K

$975 / participant

Other / not subdivided$31K100.0%

% of EOY assets

0.528%

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

$168,734

$85,766+96.7%

$136,298+23.8%

$70,126+140.6%

Participation rate

100.0%

74.2%+25.8pp

81.9%+18.1pp

69.5%+30.5pp

Annual return

18.53%

31.46%-12.9pp

5156.27%-5137.7pp

73.15%-54.6pp

Employer contribution / active EE

$3,800

$2,966+28.1%

$4,696-19.1%

$2,343+62.2%

Participant deferral / active EE

$6,918

$5,051+37.0%

$6,247+10.7%

$3,332+107.6%

Admin fee / account holder

$891

$5,421-83.6%

$9,244-90.4%

$4,645-80.8%

WOODS & DURHAM, CHTD. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WOODS & DURHAM, CHTD. 401(K) 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