Retirement plan

REYNOLDS, BONE & GRIESBECK PLC 401(K) PROFIT SHARING PLAN

Name: REYNOLDS, BONE & GRIESBECK PLC - REYNOLDS, BONE & GRIESBECK PLC 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: REYNOLDS, BONE & GRIESBECK PLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, REYNOLDS, BONE & GRIESBECK PLC 401(K) PROFIT SHARING PLAN, REYNOLDS, BONE & GRIESBECK PLC

REYNOLDS, BONE & GRIESBECK PLCEIN 62-0428728Plan #001PY 2017

5100 WHEELIS DRIVE, SUITE 300 - MEMPHIS, TN 381174568901-682-2431rbgcpa.comLinkedIn51-200 employeesaccounting

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$16.6M

+17.5% from 2016

Total participants

-5.6% from 2016

Average account balance

$247,868

+24.5% from 2016

Annual return

15.49%

+7.37 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

$22.86M

Not enough data

1 years with asset history on file

Average account balance

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

$202K

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.

113

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.

125.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.07M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+12.83%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5139

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 codes2E2H2J2R3B3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

$350K

$7000 / participant

Other / not subdivided$350K100.0%

% of EOY assets

2.107%

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

$247,868

$85,766+189.0%

$136,297+81.9%

$70,131+253.4%

Participation rate

100.0%

74.2%+25.8pp

81.9%+18.1pp

69.5%+30.5pp

Annual return

15.49%

31.45%-16.0pp

5156.16%-5140.7pp

73.14%-57.7pp

Employer contribution / active EE

$4,926

$2,966+66.1%

$4,696+4.9%

$2,342+110.3%

Participant deferral / active EE

$7,822

$5,051+54.8%

$6,247+25.2%

$3,332+134.8%

Admin fee / account holder

$5,224

$5,420-3.6%

$9,244-43.5%

$4,645+12.4%

REYNOLDS, BONE & GRIESBECK PLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

REYNOLDS, BONE & GRIESBECK PLC 401(K) 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