Retirement plan

SSBCC 401 (K) PLAN

Name: SMITH SAPP BOOKHOUT CRUMPLER & CALLIHAM PA - SSBCC 401 (K) PLAN (2016) Form 5500
Creator: SMITH SAPP BOOKHOUT CRUMPLER & CALLIHAM PA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SSBCC 401 (K) PLAN, SMITH SAPP BOOKHOUT CRUMPLER & CALLIHAM PA

SMITH SAPP BOOKHOUT CRUMPLER & CALLIHAM PAEIN 57-0801130Plan #001PY 2016

4728 JENN DRIVE SUITE 100 - MYRTLE BEACH, SC 295775714843-448-8334

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$5.8M

+13.1% from 2015

Total participants

+4.9% from 2015

Average account balance

$135,012

+7.9% from 2015

Annual return

7.94%

+11.95 pp from 2015

Benchmarks

See 24,581 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort24,581 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$13.01M

Not enough data

1 years with asset history on file

Average account balance

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

$296K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$542K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+13.49%

Not enough data

1 years with return on file

Admin fee / account holder

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

$8148

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 codes2E2G2J2R

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.

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

$75K

$2337 / participant

Other / not subdivided$75K100.0%

% of EOY assets

1.288%

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

$135,012

$76,551+76.4%

$123,894+9.0%

$62,881+114.7%

Participation rate

100.0%

73.0%+27.0pp

81.4%+18.6pp

69.3%+30.7pp

Annual return

7.94%

18.68%-10.7pp

47.52%-39.6pp

20.14%-12.2pp

Employer contribution / active EE

$2,976

$2,882+3.2%

$4,617-35.5%

$2,281+30.5%

Participant deferral / active EE

$6,631

$4,840+37.0%

$5,984+10.8%

$3,203+107.0%

Admin fee / account holder

$1,739

$4,826-64.0%

$8,357-79.2%

$4,296-59.5%

SSBCC 401 (K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SSBCC 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