Retirement plan

JOHN STAURULAKIS, INC. 401K PSP & TRUST

Name: JOHN STAURULAKIS, LLC. - JOHN STAURULAKIS, INC. 401K PSP & TRUST (2019) Form 5500
Creator: JOHN STAURULAKIS, LLC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JOHN STAURULAKIS, INC. 401K PSP & TRUST, JOHN STAURULAKIS, LLC.

JOHN STAURULAKIS, LLC.EIN 52-0880671Plan #002PY 2019

7852 WALKER DR STE 200 - GREENBELT, MD 207703246301-459-7590

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$33.6M

+27.5% from 2018

Total participants

145

+25.0% from 2018

Average account balance

$232,010

-0.6% from 2018

Annual return

22.72%

-20.61 pp from 2018

Benchmarks

See 5,552 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort5,552 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$62.57M

Not enough data

1 years with asset history on file

Average account balance

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

$97K

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.

647

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.

97.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$5.84M

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

+14.27%

Not enough data

1 years with return on file

Admin fee / account holder

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

$225

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

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 codes2F2G2J3D

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.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

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

$252K

$2208 / participant

Other / not subdivided$252K100.0%

% of EOY assets

0.748%

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

$232,010

$89,652+158.8%

$141,197+64.3%

$65,186+255.9%

Participation rate

100.0%

74.7%+25.3pp

82.5%+17.5pp

70.2%+29.8pp

Annual return

22.72%

32.79%-10.1pp

71.41%-48.7pp

29.39%-6.7pp

Employer contribution / active EE

$5,798

$3,065+89.2%

$4,736+22.4%

$2,177+166.4%

Participant deferral / active EE

$7,450

$5,691+30.9%

$6,710+11.0%

$3,514+112.0%

Admin fee / account holder

$1,736

$569+205.3%

$10,265-83.1%

$847+104.9%

JOHN STAURULAKIS, INC. 401K PSP & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JOHN STAURULAKIS, INC. 401K PSP & TRUST

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