Retirement plan

ROGERS MORRIS & ZIEGLER, LLP 401K PROFIT SHARING PLAN

Name: ROGERS MORRIS & ZIEGLER, LLP - ROGERS MORRIS & ZIEGLER, LLP 401K PROFIT SHARING PLAN (2017) Form 5500
Creator: ROGERS MORRIS & ZIEGLER, LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ROGERS MORRIS & ZIEGLER, LLP 401K PROFIT SHARING PLAN, ROGERS MORRIS & ZIEGLER, LLP

ROGERS MORRIS & ZIEGLER, LLPEIN 59-0830004Plan #001PY 2017

1401 EAST BROWARD BLV, SUITE 300 - FORT LAUDERDALE, FL 33301954-462-1431

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$595K

-8.3% from 2016

Total participants

-26.1% from 2016

Average account balance

$37,173

+20.4% from 2016

Annual return

12.19%

+5.96 pp from 2016

Benchmarks

See 114,331 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort114,331 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.08M

Not enough data

1 years with asset history on file

Average account balance

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

$90K

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.

200.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$55K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+14.39%

Not enough data

1 years with return on file

Admin fee / account holder

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

$412

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 codes2E2G2J2T3B3D

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

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

$201K

$18254 / participant

Other / not subdivided$201K100.0%

% of EOY assets

33.761%

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

$37,173

$150,442-75.3%

$136,295-72.7%

$147,585-74.8%

Participation rate

90.9%

84.4%+6.5pp

81.9%+9.0pp

82.8%+8.1pp

Annual return

12.19%

1049.09%-1036.9pp

5155.97%-5143.8pp

578.56%-566.4pp

Employer contribution / active EE

$1,549

$5,256-70.5%

$4,695-67.0%

$4,876-68.2%

Participant deferral / active EE

$4,596

$6,630-30.7%

$6,247-26.4%

$5,439-15.5%

Admin fee / account holder

$12,550

$10,905+15.1%

$9,243+35.8%

$10,885+15.3%

ROGERS MORRIS & ZIEGLER, LLP 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ROGERS MORRIS & ZIEGLER, LLP 401K PROFIT SHARING 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