Retirement plan

LITTLER BROKERAGE 401K PLAN

Name: LITTLER BROKERAGE COMPANY, INC. - LITTLER BROKERAGE 401K PLAN (2020) Form 5500
Creator: LITTLER BROKERAGE COMPANY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LITTLER BROKERAGE 401K PLAN, LITTLER BROKERAGE COMPANY, INC.

LITTLER BROKERAGE COMPANY, INC.EIN 58-1921719Plan #001PY 2020

1399 CLAIRMONT ROAD - DECATUR, GA 30033404-633-1231LinkedIn11-50 employeesfood & beverages

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$586K

-3.1% from 2019

Total participants

-33.3% from 2019

Average account balance

$195,477

-3.1% from 2019

Annual return

-12.00%

-38.16 pp from 2019

Benchmarks

See 22,196 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,196 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$849K

Not enough data

1 years with asset history on file

Average account balance

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

$283K

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.

60.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$42K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+9.97%

Not enough data

1 years with return on file

Admin fee / account holder

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

$33

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$75

$19 / participant

Other / not subdivided$75100.0%

% of EOY assets

0.013%

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

$195,477

$162,812+20.1%

$133,971+45.9%

$158,966+23.0%

Participation rate

75.0%

83.2%-8.2pp

79.8%-4.8pp

82.0%-7.0pp

Annual return

-12.00%

41.94%-53.9pp

45.09%-57.1pp

302.95%-315.0pp

Employer contribution / active EE

$2,123

$4,976-57.3%

$3,919-45.8%

$4,762-55.4%

Participant deferral / active EE

$11,296

$5,910+91.1%

$5,047+123.8%

$5,983+88.8%

Admin fee / account holder

$25

$11,741-99.8%

$8,929-99.7%

$11,250-99.8%

LITTLER BROKERAGE 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LITTLER BROKERAGE 401K 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