Retirement plan

MARSH, RICKARD & BRYAN, P.C. PROFIT SHARING PLAN

Name: MARSH, RICKARD & BRYAN, P.C. - MARSH, RICKARD & BRYAN, P.C. PROFIT SHARING PLAN (2020) Form 5500
Creator: MARSH, RICKARD & BRYAN, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MARSH, RICKARD & BRYAN, P.C. PROFIT SHARING PLAN, MARSH, RICKARD & BRYAN, P.C.

MARSH, RICKARD & BRYAN, P.C.EIN 63-1170123Plan #001PY 2020

800 SHADES CREEK PARKWAY, SUITE 600 - BIRMINGHAM, AL 352094562205-879-1981

Other plans on this EIN

1 filing

#003Retirement-$6.6M assets

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$15.1M

+20.1% from 2019

Total participants

-2.6% from 2019

Average account balance

$397,750

+23.2% from 2019

Annual return

14.88%

-2.35 pp from 2019

Benchmarks

See 26,422 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort26,422 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$18.81M

Not enough data

1 years with asset history on file

Average account balance

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

$348K

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.

145.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$919K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$25K

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

+11.20%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2123

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 codes2E2G2J

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.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$16K

$425 / participant

Other / not subdivided$16K100.0%

% of EOY assets

0.107%

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

$397,750

$98,766+302.7%

$149,730+165.6%

$79,852+398.1%

Participation rate

100.0%

75.8%+24.2pp

82.5%+17.5pp

69.6%+30.4pp

Annual return

14.88%

27.43%-12.5pp

276.70%-261.8pp

31.72%-16.8pp

Employer contribution / active EE

$9,755

$3,217+203.3%

$4,645+110.0%

$2,471+294.8%

Participant deferral / active EE

$7,800

$5,681+37.3%

$6,843+14.0%

$3,740+108.5%

Admin fee / account holder

$425

$6,052-93.0%

$9,310-95.4%

$5,306-92.0%

MARSH, RICKARD & BRYAN, P.C. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MARSH, RICKARD & BRYAN, P.C. 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