Retirement plan

WILKES & MCHUGH, PA 401(K) PLAN

Name: WILKES & MCHUGH, PA - WILKES & MCHUGH, PA 401(K) PLAN (2019) Form 5500
Creator: WILKES & MCHUGH, PA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WILKES & MCHUGH, PA 401(K) PLAN, WILKES & MCHUGH, PA

WILKES & MCHUGH, PAEIN 59-3340923Plan #001PY 2019

1 NORTH DALE MABRY HWY, STE 800 - TAMPA, FL 336092755800-255-5070

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$18.4M

+2.4% from 2018

Total participants

209

-18.0% from 2018

Average account balance

$104,755

+19.8% from 2018

Annual return

18.57%

+22.70 pp from 2018

Benchmarks

See 5,552 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort5,552 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$9.83M

Not enough data

1 years with asset history on file

Average account balance

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

$128K

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.

233.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$451K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+10.25%

Not enough data

1 years with return on file

Admin fee / account holder

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

$60503

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

Top 2 by compensation

Provider	Service type	Compensation
PFG3 years Filed as: PFG PRIVATE WEALTH MANAGEMENT, LLC Service code 26 18572 N DALE MABRY HWY · LUTZ, FL 33548	Advisory (Participants)	$34,922
TD AMERITRADE, INC.2 years Filed as: TD AMERITRADE TRUST COMPANY Service code 13 · EIN 20-0937408	Contract Administrator	$6,276

Plan features & details

Pension benefit codes2E2F2G2J2T3D3H

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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

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

$41K

$343 / participant

Investment mgmt$35K84.8%
Contract admin$6K15.2%

% of EOY assets

0.223%

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: THOMAS CRAIG & COMPANY, LLP
Auditor EIN: 591027527
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$104,755

$89,652+16.8%

$141,197-25.8%

$65,186+60.7%

Participation rate

72.5%

74.7%-2.2pp

82.5%-10.0pp

70.2%+2.3pp

Annual return

18.57%

32.79%-14.2pp

71.41%-52.8pp

29.39%-10.8pp

Employer contribution / active EE

$3,130

$3,065+2.1%

$4,736-33.9%

$2,177+43.8%

Participant deferral / active EE

$5,552

$5,691-2.4%

$6,710-17.3%

$3,514+58.0%

Admin fee / account holder

$234

$569-58.8%

$10,265-97.7%

$847-72.4%

Provider

Service type

Compensation

PFG3 years

Filed as: PFG PRIVATE WEALTH MANAGEMENT, LLC

Service code 26

18572 N DALE MABRY HWY · LUTZ, FL 33548

Advisory (Participants)

$34,922

TD AMERITRADE, INC.2 years

Filed as: TD AMERITRADE TRUST COMPANY

Service code 13 · EIN 20-0937408

Contract Administrator

$6,276

WILKES & MCHUGH, PA 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WILKES & MCHUGH, PA 401(K) 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