Retirement plan

FULCHER HAGLER LLP & AFFILIATED SERVICE GROUP PROFIT SHARING PLAN

Name: FULCHER, HAGLER, REED, HANKS AND HARPER AND AFFILIATED SERVICE GROUP - FULCHER HAGLER LLP & AFFILIATED SERVICE GROUP PROFIT SHARING PLAN (2018) Form 5500
Creator: FULCHER, HAGLER, REED, HANKS AND HARPER AND AFFILIATED SERVICE GROUP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FULCHER HAGLER LLP & AFFILIATED SERVICE GROUP PROFIT SHARING PLAN, FULCHER, HAGLER, REED, HANKS AND HARPER AND AFFILIATED SERVICE GROUP

FULCHER, HAGLER, REED, HANKS AND HARPER AND AFFILIATED SERVICE GROUPEIN 58-0617444Plan #003PY 2018

P.O. BOX 1477 13 - AUGUSTA, GA 309133199706-724-0171fulcherlaw.comLinkedIn11-50 employeeslaw practice

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$13.2M

-12.8% from 2017

Total participants

+6.5% from 2017

Average account balance

$399,371

-18.1% from 2017

Annual return

0.98%

-14.59 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

$9.02M

Not enough data

1 years with asset history on file

Average account balance

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

$273K

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.

94.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$405K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+9.37%

Not enough data

1 years with return on file

Admin fee / account holder

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

$146980

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 codes2E2F2H2R

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).
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$2.7M

$91592 / participant

Other / not subdivided$3M100.0%

% of EOY assets

20.849%

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

$399,371

$77,816+413.2%

$123,552+223.2%

$64,173+522.3%

Participation rate

100.0%

74.7%+25.3pp

82.3%+17.7pp

69.6%+30.4pp

Annual return

0.98%

12.49%-11.5pp

119.20%-118.2pp

7.63%-6.7pp

Employer contribution / active EE

$21,285

$3,014+606.2%

$4,628+359.9%

$2,381+794.0%

Participant deferral / active EE

$5,240-100.0%

$6,426-100.0%

$3,470-100.0%

Admin fee / account holder

$83,266

$5,519+1408.7%

$9,285+796.8%

$4,887+1603.7%

FULCHER HAGLER LLP & AFFILIATED SERVICE GROUP PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FULCHER HAGLER LLP & AFFILIATED SERVICE GROUP 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