Retirement plan

DOVER, MILLER, KARRAS & LANGDALE, PC 401(K) PLAN

Name: DOVER, MILLER, KARRAS & LANGDALE, PC - DOVER, MILLER, KARRAS & LANGDALE, PC 401(K) PLAN (2016) Form 5500
Creator: DOVER, MILLER, KARRAS & LANGDALE, PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DOVER, MILLER, KARRAS & LANGDALE, PC 401(K) PLAN, DOVER, MILLER, KARRAS & LANGDALE, PC

DOVER, MILLER, KARRAS & LANGDALE, PCEIN 58-1260148Plan #002PY 2016

PO BOX 729 - VALDOSTA, GA 31601229-242-0314dovermiller.comLinkedIn11-50 employeeslaw practice

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.8M

+13.7% from 2015

Total participants

+23.1% from 2015

Average account balance

$111,330

-7.6% from 2015

Annual return

11.32%

+11.86 pp from 2015

Benchmarks

See 113,086 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort113,086 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.93M

Not enough data

1 years with asset history on file

Average account balance

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

$171K

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.

115.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$221K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+13.08%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4482

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 codes2E2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

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

$128K

$8557 / participant

Other / not subdivided$128K100.0%

% of EOY assets

7.206%

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

$111,330

$135,956-18.1%

$123,894-10.1%

$273,972-59.4%

Participation rate

100.0%

84.1%+15.9pp

81.4%+18.6pp

83.0%+17.0pp

Annual return

11.32%

56.63%-45.3pp

47.52%-36.2pp

41.46%-30.1pp

Employer contribution / active EE

$6,113

$5,170+18.2%

$4,617+32.4%

$4,869+25.6%

Participant deferral / active EE

$4,950

$6,343-22.0%

$5,984-17.3%

$5,287-6.4%

Admin fee / account holder

$8,023

$9,817-18.3%

$8,357-4.0%

$10,133-20.8%

DOVER, MILLER, KARRAS & LANGDALE, PC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DOVER, MILLER, KARRAS & LANGDALE, PC 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