Retirement plan

JOHN STAURULAKIS LLC CASH OR DEFERRED ARRANGEMENT PROFIT SHARING PLAN

Name: JOHN STAURULAKIS, LLC - JOHN STAURULAKIS LLC CASH OR DEFERRED ARRANGEMENT PROFIT SHARING PLAN (2023) Form 5500
Creator: JOHN STAURULAKIS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JOHN STAURULAKIS LLC CASH OR DEFERRED ARRANGEMENT PROFIT SHARING PLAN, JOHN STAURULAKIS, LLC

JOHN STAURULAKIS, LLCEIN 52-0880671Plan #002PY 2023

6404 IVY LANE SUITE 700 - GREENBELT, MD 20770301-459-7590

Prospect flagsFailed to transmit contributions

How to read this page

Total assets (EOY)

$55.6M

+21.8% from 2022

Total participants

612

-17.4% from 2022

Average account balance

$92,338

+49.9% from 2022

Annual return

22.03%

+37.65 pp from 2022

Benchmarks

See 3,230 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort3,230 peers

Snapshot2023

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

Top 2 by compensation

Provider	Service type	Compensation
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD RETIREMENT SERVICES Service code 15 · EIN 23-1945930	Recordkeeping	$70,548
WEALTHPLAN ADVISORS LLC2 years Filed as: WEALTH PLAN ADVISORS Service code 27 · EIN 47-2622892	Advisory (Plan)	$50,870

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

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$132K

$265 / participant

Recordkeeping$71K53.5%
Investment mgmt$51K38.6%
Contract admin$10K7.8%

% of EOY assets

0.237%

all-in expense ratio

Categories reported

3 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: COHNREZNICK LLP
Auditor EIN: 221478099
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$92,338

$95,438-3.2%

$135,982-32.1%

$74,473+24.0%

Participation rate

98.0%

78.2%+19.8pp

81.9%+16.1pp

70.7%+27.2pp

Annual return

22.03%

32.61%-10.6pp

68.32%-46.3pp

34.36%-12.3pp

Employer contribution / active EE

$5,118

$3,878+32.0%

$4,859+5.3%

$2,638+94.0%

Participant deferral / active EE

$5,478

$7,790-29.7%

$7,760-29.4%

$4,530+20.9%

Admin fee / account holder

$219

$259-15.5%

$10,767-98.0%

$347-36.9%

Provider

Service type

Compensation

THE VANGUARD GROUP, INC.2 years

Filed as: VANGUARD RETIREMENT SERVICES

Service code 15 · EIN 23-1945930

Recordkeeping

$70,548

WEALTHPLAN ADVISORS LLC2 years

Filed as: WEALTH PLAN ADVISORS

Service code 27 · EIN 47-2622892

Advisory (Plan)

$50,870

JOHN STAURULAKIS LLC CASH OR DEFERRED ARRANGEMENT PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JOHN STAURULAKIS LLC CASH OR DEFERRED ARRANGEMENT PROFIT SHARING 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