Retirement plan

SMITH, CURRIE & HANCOCK LLP ASSOCIATES 401(K) PLAN

Name: SMITH, CURRIE & HANCOCK - SMITH, CURRIE & HANCOCK LLP ASSOCIATES 401(K) PLAN (2017) Form 5500
Creator: SMITH, CURRIE & HANCOCK
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SMITH, CURRIE & HANCOCK LLP ASSOCIATES 401(K) PLAN, SMITH, CURRIE & HANCOCK

SMITH, CURRIE & HANCOCKEIN 58-0954951Plan #004PY 2017

245 PEACHTREE CENTER AVENUE NE - ATLANTA, GA 30303404-521-3800

Other plans on this EIN

1 filing

#003Retirement-$45.8M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$3.5M

+36.3% from 2016

Total participants

+20.9% from 2016

Average account balance

$72,119

+19.7% from 2016

Annual return

26.32%

+18.06 pp from 2016

Benchmarks

See 25,068 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort25,068 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$9.99M

Not enough data

1 years with asset history on file

Average account balance

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

$145K

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.

172.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$381K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+16.69%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5351

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 codes2E2F2G2J

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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$2K

$54 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.044%

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

$72,119

$85,766-15.9%

$136,297-47.1%

$70,124+2.8%

Participation rate

89.7%

74.2%+15.5pp

81.9%+7.7pp

69.5%+20.1pp

Annual return

26.32%

31.45%-5.1pp

5156.19%-5129.9pp

73.14%-46.8pp

Employer contribution / active EE

$2,966-100.0%

$4,696-100.0%

$2,342-100.0%

Participant deferral / active EE

$9,005

$5,051+78.3%

$6,247+44.2%

$3,332+170.3%

Admin fee / account holder

$32

$5,420-99.4%

$9,244-99.7%

$4,645-99.3%

SMITH, CURRIE & HANCOCK LLP ASSOCIATES 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SMITH, CURRIE & HANCOCK LLP ASSOCIATES 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