Retirement plan

PURCELL, FLANAGAN, HAY & GREENE, P.A. RETIREMENT SAVINGS PLAN

Name: PURCELL, FLANAGAN, HAY & GREENE, P.A. - PURCELL, FLANAGAN, HAY & GREENE, P.A. RETIREMENT SAVINGS PLAN (2015) Form 5500
Creator: PURCELL, FLANAGAN, HAY & GREENE, P.A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PURCELL, FLANAGAN, HAY & GREENE, P.A. RETIREMENT SAVINGS PLAN, PURCELL, FLANAGAN, HAY & GREENE, P.A.

PURCELL, FLANAGAN, HAY & GREENE, P.A.EIN 59-3371438Plan #001PY 2015

1548 LANCASTER TERRACE - JACKSONVILLE, FL 32204904-355-0355pfhglaw.comLinkedIn11-50 employeeslegal services

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.4M

No prior year

Total participants

No prior year

Average account balance

$69,450

No prior year

Annual return

-2.05%

No prior year

Benchmarks

See 22,773 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort22,773 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.84M

Not enough data

1 years with asset history on file

Average account balance

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

$164K

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.

112.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$715K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+12.74%

Not enough data

1 years with return on file

Admin fee / account holder

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

$681

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

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

$44K

$1455 / participant

Other / not subdivided$44K100.0%

% of EOY assets

1.849%

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

$69,450

$72,177-3.8%

$115,038-39.6%

$59,633+16.5%

Participation rate

96.7%

72.6%+24.1pp

81.4%+15.3pp

68.7%+28.0pp

Annual return

-2.05%

12.02%-14.1pp

26.14%-28.2pp

2041.45%-2043.5pp

Employer contribution / active EE

$4,282

$2,841+50.7%

$4,608-7.1%

$2,203+94.4%

Participant deferral / active EE

$5,625

$4,783+17.6%

$6,026-6.7%

$3,192+76.2%

Admin fee / account holder

$1,284

$4,927-73.9%

$8,175-84.3%

$4,297-70.1%

PURCELL, FLANAGAN, HAY & GREENE, P.A. RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PURCELL, FLANAGAN, HAY & GREENE, P.A. 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