Retirement plan

COKER SCHICKEL SORENSON POSGAY CAMERLENGO & IRACKI, P.A.

Name: COKER, SCHICKEL, SORENSON ETAL - COKER SCHICKEL SORENSON POSGAY CAMERLENGO & IRACKI, P.A. (2017) Form 5500
Creator: COKER, SCHICKEL, SORENSON ETAL
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COKER SCHICKEL SORENSON POSGAY CAMERLENGO & IRACKI, P.A., COKER, SCHICKEL, SORENSON ETAL

COKER, SCHICKEL, SORENSON ETALEIN 59-1702244Plan #001PY 2017

136 E BAY ST - JACKSONVILLE, FL 32202904-356-6071cokerlaw.comLinkedIn11-50 employeeslaw practice

Other plans on this EIN

1 filing

#002Retirement-$4.4M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$9.6M

+13.6% from 2016

Total participants

+3.3% from 2016

Average account balance

$151,757

+10.0% from 2016

Annual return

16.93%

+16.37 pp from 2016

Benchmarks

See 25,068 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort25,068 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$13.11M

Not enough data

1 years with asset history on file

Average account balance

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

$152K

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.

138.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$175K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+4.86%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5120

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 codes2F2G2T3D2E2R

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
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

$433K

$7732 / participant

Other / not subdivided$433K100.0%

% of EOY assets

4.529%

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

$151,757

$85,766+76.9%

$136,297+11.3%

$70,131+116.4%

Participation rate

100.0%

74.2%+25.8pp

81.9%+18.1pp

69.5%+30.5pp

Annual return

16.93%

31.45%-14.5pp

5156.16%-5139.2pp

73.14%-56.2pp

Employer contribution / active EE

$2,679

$2,966-9.7%

$4,696-43.0%

$2,342+14.3%

Participant deferral / active EE

$5,051-100.0%

$6,247-100.0%

$3,332-100.0%

Admin fee / account holder

$6,873

$5,420+26.8%

$9,244-25.6%

$4,645+48.0%

COKER SCHICKEL SORENSON POSGAY CAMERLENGO & IRACKI, P.A.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COKER SCHICKEL SORENSON POSGAY CAMERLENGO & IRACKI, P.A.

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