Retirement plan

SSBCC 401 (K) PLAN

Name: SMITH SAPP BOOKHOUT CRUMPLER & CALLIHAM PA - SSBCC 401 (K) PLAN (2018) 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 2018

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

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$6.1M

-11.3% from 2017

Total participants

-2.4% from 2017

Average account balance

$148,372

-9.2% from 2017

Annual return

-7.15%

-23.21 pp from 2017

Benchmarks

See 25,536 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort25,536 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$15.44M

Not enough data

1 years with asset history on file

Average account balance

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

$343K

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

$568K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+15.00%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3211

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

$657K

$20544 / participant

Other / not subdivided$657K100.0%

% of EOY assets

10.807%

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

$148,372

$77,816+90.7%

$123,552+20.1%

$64,173+131.2%

Participation rate

100.0%

74.7%+25.3pp

82.3%+17.7pp

69.6%+30.4pp

Annual return

-7.15%

12.49%-19.6pp

119.20%-126.4pp

7.63%-14.8pp

Employer contribution / active EE

$3,179

$3,014+5.5%

$4,628-31.3%

$2,381+33.5%

Participant deferral / active EE

$7,105

$5,240+35.6%

$6,426+10.6%

$3,470+104.8%

Admin fee / account holder

$16,034

$5,519+190.5%

$9,285+72.7%

$4,887+228.1%

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