Retirement plan

IVEY, MCCLELLAN, GATTON & SIEGMUND, LLP 401(K) PLAN

Name: IVEY, MCCLELLAN, GATTON & SIEGMUND, LLP - IVEY, MCCLELLAN, GATTON & SIEGMUND, LLP 401(K) PLAN (2019) Form 5500
Creator: IVEY, MCCLELLAN, GATTON & SIEGMUND, LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, IVEY, MCCLELLAN, GATTON & SIEGMUND, LLP 401(K) PLAN, IVEY, MCCLELLAN, GATTON & SIEGMUND, LLP

IVEY, MCCLELLAN, GATTON & SIEGMUND, LLPEIN 56-1419645Plan #001PY 2019

100 S. ELM STREET, SUITE 500 - GREENSBORO, NC 27401336-274-4658

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$2.1M

+29.3% from 2018

Total participants

0.0% from 2018

Average account balance

$108,067

+29.3% from 2018

Annual return

24.32%

+29.40 pp from 2018

Benchmarks

See 119,358 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort119,358 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.97M

Not enough data

1 years with asset history on file

Average account balance

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

$116K

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.

141.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$65K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+12.38%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1238

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 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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$2K

$102 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.075%

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

$108,067

$157,276-31.3%

$141,177-23.5%

$152,885-29.3%

Participation rate

100.0%

84.8%+15.2pp

82.5%+17.5pp

Annual return

24.32%

64.33%-40.0pp

71.40%-47.1pp

345.39%-321.1pp

Employer contribution / active EE

$2,270

$5,262-56.9%

$4,736-52.1%

$4,763-52.3%

Participant deferral / active EE

$3,087

$7,110-56.6%

$6,710-54.0%

$5,851-47.2%

Admin fee / account holder

$81

$12,123-99.3%

$10,263-99.2%

$11,598-99.3%

IVEY, MCCLELLAN, GATTON & SIEGMUND, LLP 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

IVEY, MCCLELLAN, GATTON & SIEGMUND, LLP 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