Retirement plan

TEAGUE, CAMPBELL, DENNIS & GORHAM, LLP PROFIT SHARING PLAN

Name: TEAGUE, CAMPBELL, DENNIS & GORHAM, LLP - TEAGUE, CAMPBELL, DENNIS & GORHAM, LLP PROFIT SHARING PLAN (2019) Form 5500
Creator: TEAGUE, CAMPBELL, DENNIS & GORHAM, LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TEAGUE, CAMPBELL, DENNIS & GORHAM, LLP PROFIT SHARING PLAN, TEAGUE, CAMPBELL, DENNIS & GORHAM, LLP

TEAGUE, CAMPBELL, DENNIS & GORHAM, LLPEIN 56-1212735Plan #005PY 2019

4700 FALLS OF NEUSE ROAD, SUITE 450 - RALEIGH, NC 27609919-873-0166

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$9.8M

+13.7% from 2018

Total participants

+11.1% from 2018

Average account balance

$132,015

+4.4% from 2018

Annual return

24.46%

+30.53 pp from 2018

Benchmarks

See 25,909 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort25,909 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$15.04M

Not enough data

1 years with asset history on file

Average account balance

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

$239K

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.

67.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$856K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+15.87%

Not enough data

1 years with return on file

Admin fee / account holder

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

$52232

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 codes2F2G2J2T3B3D2E

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

$1.7M

$27302 / participant

Other / not subdivided$2M100.0%

% of EOY assets

17.327%

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

$132,015

$89,370+47.7%

$141,197-6.5%

$72,976+80.9%

Participation rate

90.3%

75.1%+15.2pp

82.5%+7.8pp

69.5%+20.8pp

Annual return

24.46%

111.88%-87.4pp

71.41%-46.9pp

81.02%-56.6pp

Employer contribution / active EE

$3,173

$3,115+1.9%

$4,736-33.0%

$2,440+30.0%

Participant deferral / active EE

$8,450

$5,419+55.9%

$6,710+25.9%

$3,608+134.2%

Admin fee / account holder

$22,874

$5,957+284.0%

$10,265+122.8%

$5,124+346.4%

TEAGUE, CAMPBELL, DENNIS & GORHAM, LLP PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TEAGUE, CAMPBELL, DENNIS & GORHAM, LLP 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