Retirement plan

FEDSMITH INC 401(K) PLAN

Name: FEDSMITH INC - FEDSMITH INC 401(K) PLAN (2020) Form 5500
Creator: FEDSMITH INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FEDSMITH INC 401(K) PLAN, FEDSMITH INC

FEDSMITH INCEIN 51-0564352Plan #002PY 2020

12620 BEACH BLVD STE 3-263 - JACKSONVILLE, FL 322467131850-650-0156

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$408K

+42.8% from 2019

Total participants

0.0% from 2019

Average account balance

$135,916

+42.8% from 2019

Annual return

26.05%

-54.67 pp from 2019

Benchmarks

See 9,162 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants<25

Cohort9,162 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+4.00%

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

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 codes2J

Plan features

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.

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

$3K

$989 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.728%

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

$135,916

$115,917+17.3%

$100,535+35.2%

$158,982-14.5%

Participation rate

100.0%

81.6%+18.4pp

79.4%+20.6pp

82.0%+18.0pp

Annual return

26.05%

34.80%-8.8pp

30.90%-4.9pp

302.99%-276.9pp

Employer contribution / active EE

$7,933

$4,105+93.3%

$3,419+132.1%

$4,763+66.6%

Participant deferral / active EE

$8,967

$6,677+34.3%

$6,271+43.0%

$5,983+49.9%

Admin fee / account holder

$989

$11,002-91.0%

$8,085-87.8%

$11,252-91.2%

FEDSMITH INC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FEDSMITH INC 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