Retirement plan

DOUG SMITH PRODUCTION CONSULTANTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Name: DOUG SMITH PRODUCTION CONSULTANTS, INC. D/B/A PC&E - DOUG SMITH PRODUCTION CONSULTANTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN (2017) Form 5500
Creator: DOUG SMITH PRODUCTION CONSULTANTS, INC. D/B/A PC&E
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DOUG SMITH PRODUCTION CONSULTANTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN, DOUG SMITH PRODUCTION CONSULTANTS, INC. D/B/A PC&E

DOUG SMITH PRODUCTION CONSULTANTS, INC. D/B/A PC&EEIN 58-1530906Plan #002PY 2017

2235 DEFOOR HILLS ROAD - ATLANTA, GA 30318404-609-9001LinkedIn11-50 employees

Other plans on this EIN

1 filing

#001Retirement-$2.5M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$5.9M

+60.9% from 2016

Total participants

-16.1% from 2016

Average account balance

$226,402

+91.9% from 2016

Annual return

53.16%

+63.87 pp from 2016

Benchmarks

See 14,494 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort14,494 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.30M

Not enough data

1 years with asset history on file

Average account balance

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

$210K

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

$418K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$25K

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

-14.55%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6355

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 codes2P2Q3I

Plan features

2P
Leveraged ESOP
Employee stock ownership plan that acquires employer securities with borrowed money or other debt-financing techniques.
2Q
ESOP maintained by an S corporation
The employer maintaining this ESOP is an S corporation.
3I
Employer securities investment required
Plan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.

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

$44K

$2003 / participant

Other / not subdivided$44K100.0%

% of EOY assets

0.749%

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

$226,402

$232,540-2.6%

$185,117+22.3%

$147,586+53.4%

Participation rate

100.0%

82.4%+17.6pp

77.3%+22.7pp

82.8%+17.2pp

Annual return

53.16%

43.03%+10.1pp

40.50%+12.7pp

578.59%-525.4pp

Employer contribution / active EE

$14,898

$5,195+186.8%

$4,182+256.3%

$4,876+205.5%

Participant deferral / active EE

$5,834-100.0%

$5,045-100.0%

$5,439-100.0%

Admin fee / account holder

$1,695

$10,275-83.5%

$8,159-79.2%

$10,886-84.4%

DOUG SMITH PRODUCTION CONSULTANTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DOUG SMITH PRODUCTION CONSULTANTS, INC. EMPLOYEE STOCK OWNERSHIP 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