Retirement plan

GORDON FEINBLATT 401(K) PLAN

Name: GORDON FEINBLATT LLC - GORDON FEINBLATT 401(K) PLAN (2017) Form 5500
Creator: GORDON FEINBLATT LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GORDON FEINBLATT 401(K) PLAN, GORDON FEINBLATT LLC

GORDON FEINBLATT LLCEIN 52-0627715Plan #003PY 2017

233 E. REDWOOD STREET - BALTIMORE, MD 21202410-576-4000gfrlaw.comLinkedIn51-200 employeeslaw practice

Other plans on this EIN

1 filing

#002Retirement-$35.9M assets

Prospect flagsLow returnsLow employer contribution

How to read this page

Total assets (EOY)

$30.6M

+9.4% from 2016

Total participants

198

-1.5% from 2016

Average account balance

$166,991

+10.0% from 2016

Annual return

13.01%

+10.07 pp from 2016

Benchmarks

See 5,160 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort5,160 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$58.53M

Not enough data

1 years with asset history on file

Average account balance

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

$318K

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.

184

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.

93.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.33M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+13.04%

Not enough data

1 years with return on file

Admin fee / account holder

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

$12

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
WITHUMSMITH+BROWN, PC2+ years Filed as: BROWN ADVISORY SECURITIES, LLC Service code 27 · EIN 75-3014089 901 SOUTH BOND STREET · BALTIMORE, MD 21231	Advisory (Plan)	$42,074

Plan features & details

Pension benefit codes2F2G2J2K3B

Plan features

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.

Opportunity flags

2 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$42K

$307 / participant

Investment mgmt$42K100.0%

% of EOY assets

0.138%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: GORFINE, SCHILLER & GARDYN, PA
Auditor EIN: 521239101
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$166,991

$80,753+106.8%

$136,298+22.5%

$62,293+168.1%

Participation rate

89.1%

73.5%+15.5pp

81.9%+7.1pp

69.5%+19.5pp

Annual return

13.01%

35.83%-22.8pp

5156.27%-5143.3pp

28.90%-15.9pp

Employer contribution / active EE

$223

$2,884-92.3%

$4,696-95.2%

$2,042-89.1%

Participant deferral / active EE

$8,736

$5,164+69.2%

$6,247+39.8%

$3,169+175.6%

Admin fee / account holder

$230

$525-56.2%

$9,244-97.5%

$479-52.0%

Provider

Service type

Compensation

WITHUMSMITH+BROWN, PC2+ years

Filed as: BROWN ADVISORY SECURITIES, LLC

Service code 27 · EIN 75-3014089

901 SOUTH BOND STREET · BALTIMORE, MD 21231

Advisory (Plan)

$42,074

GORDON FEINBLATT 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GORDON FEINBLATT 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