Retirement plan

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

Name: DOVER MILLER KARRAS LANGDALE & BRANTLEY, PC - DOVER MILLER KARRAS LANGDALE & BRANTLEY, PC 401(K) PLAN (2022) Form 5500
Creator: DOVER MILLER KARRAS LANGDALE & BRANTLEY, PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DOVER MILLER KARRAS LANGDALE & BRANTLEY, PC 401(K) PLAN, DOVER MILLER KARRAS LANGDALE & BRANTLEY, PC

DOVER MILLER KARRAS LANGDALE & BRANTLEY, PCEIN 58-1260148Plan #002PY 2022

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

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3.4M

-8.1% from 2021

Total participants

+9.5% from 2021

Average account balance

$145,934

-16.1% from 2021

Annual return

-12.63%

-29.28 pp from 2021

Benchmarks

See 133,844 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort133,844 peers

Snapshot2022

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

$81K

$4070 / participant

Other / not subdivided$81K100.0%

% of EOY assets

2.425%

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

$145,934

$138,114+5.7%

$125,391+16.4%

$134,545+8.5%

Participation rate

100.0%

84.5%+15.5pp

82.4%+17.6pp

81.2%+18.8pp

Annual return

-12.63%

750.88%-763.5pp

572.41%-585.0pp

418.37%-431.0pp

Employer contribution / active EE

$5,979

$5,246+14.0%

$4,816+24.2%

$4,742+26.1%

Participant deferral / active EE

$6,288

$7,801-19.4%

$7,448-15.6%

$6,401-1.8%

Admin fee / account holder

$3,539

$11,570-69.4%

$10,009-64.6%

$11,431-69.0%

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

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DOVER MILLER KARRAS LANGDALE & BRANTLEY, 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