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 (2024) 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 2024

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

Other plans on this EIN

1 filing

#001Retirement-$782K assets

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$6.3M

-9.8% from 2023

Total participants

-3.2% from 2023

Average account balance

$209,933

-6.7% from 2023

Annual return

-14.55%

+11.55 pp from 2023

Benchmarks

See 20,123 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort20,123 peers

Snapshot2024

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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$191K

$11215 / participant

Other / not subdivided$191K100.0%

% of EOY assets

3.027%

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

$209,933

$211,105-0.6%

$178,449+17.6%

$145,978+43.8%

Participation rate

100.0%

80.8%+19.2pp

77.1%+22.9pp

80.3%+19.7pp

Annual return

-14.55%

30.19%-44.7pp

27.09%-41.6pp

550.52%-565.1pp

Employer contribution / active EE

$24,574

$4,569+437.9%

$3,951+522.0%

$4,662+427.1%

Participant deferral / active EE

$6,959-100.0%

$6,277-100.0%

$6,690-100.0%

Admin fee / account holder

$6,355

$12,017-47.1%

$10,362-38.7%

$13,400-52.6%

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