Retirement plan

BUTLER WEIHMULLER KATZ CRAIG LLP RETIREMENT SAVINGS PLAN

Name: BUTLER WEIHMULLER KATZ CRAIG, LLP - BUTLER WEIHMULLER KATZ CRAIG LLP RETIREMENT SAVINGS PLAN (2017) Form 5500
Creator: BUTLER WEIHMULLER KATZ CRAIG, LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BUTLER WEIHMULLER KATZ CRAIG LLP RETIREMENT SAVINGS PLAN, BUTLER WEIHMULLER KATZ CRAIG, LLP

BUTLER WEIHMULLER KATZ CRAIG, LLPEIN 59-2328807Plan #001PY 2017

400 N. ASHLEY DRIVE, SUITE, 2300 - TAMPA, FL 33602813-281-1900butler.legalLinkedIn201-500 employeeslaw practice

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$49.2M

+17.5% from 2016

Total participants

320

+0.6% from 2016

Average account balance

$153,842

+16.4% from 2016

Annual return

17.76%

+9.76 pp from 2016

Benchmarks

See 5,160 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort5,160 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$73.86M

Not enough data

1 years with asset history on file

Average account balance

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

$165K

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.

449

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

$4.79M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+14.44%

Not enough data

1 years with return on file

Admin fee / account holder

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

$226

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 5 by compensation

Provider	Service type	Compensation
CAPFINANCIAL PARTNERS LLC1 year Filed as: CAPTRUST ADVISORS, LLC Service code 27	Advisory (Plan)	$32,076
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290	Contract Administrator	$8,837
ASCENSUS LLC2 years Filed as: ASCENSUS, INC. Service code 49 · EIN 11-3665754	Other Services	$7,040
PRINCIPAL LIFE INSURANCE COMPANY1 year Filed as: PRINCIPAL SECURITIES, INC. Service code 49 · EIN 42-0941553	Other Services	$2,107
CAPFINANCIAL PARTNERS LLC3+ years Filed as: CAPTRUST Service code 27 · EIN 45-0479693	Advisory (Plan)	$477

Plan features & details

Pension benefit codes2A2E2F2G2J2T3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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.
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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$9K

$39 / participant

Investment mgmt$4785.1%
Contract admin$9K94.9%

% of EOY assets

0.019%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: SKODA MINOTTI
Auditor EIN: 341945206
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$153,842

$80,753+90.5%

$136,298+12.9%

$62,293+147.0%

Participation rate

100.0%

73.5%+26.5pp

81.9%+18.1pp

69.5%+30.5pp

Annual return

17.76%

35.83%-18.1pp

5156.27%-5138.5pp

28.90%-11.1pp

Employer contribution / active EE

$4,242

$2,884+47.1%

$4,696-9.7%

$2,042+107.7%

Participant deferral / active EE

$7,113

$5,164+37.7%

$6,247+13.9%

$3,169+124.4%

Admin fee / account holder

$29

$525-94.5%

$9,244-99.7%

$479-93.9%

Provider

Service type

Compensation

CAPFINANCIAL PARTNERS LLC1 year

Filed as: CAPTRUST ADVISORS, LLC

Service code 27

Advisory (Plan)

$32,076

PRINCIPAL LIFE INSURANCE COMPANY3+ years

Service code 13 · EIN 42-0127290

Contract Administrator

$8,837

ASCENSUS LLC2 years

Filed as: ASCENSUS, INC.

Service code 49 · EIN 11-3665754

Other Services

$7,040

PRINCIPAL LIFE INSURANCE COMPANY1 year

Filed as: PRINCIPAL SECURITIES, INC.

Service code 49 · EIN 42-0941553

Other Services

$2,107

CAPFINANCIAL PARTNERS LLC3+ years

Filed as: CAPTRUST

Service code 27 · EIN 45-0479693

Advisory (Plan)

$477

BUTLER WEIHMULLER KATZ CRAIG LLP RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BUTLER WEIHMULLER KATZ CRAIG LLP RETIREMENT SAVINGS 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