Retirement plan

DUDLEY, TOPPER AND FEUERZEIG, LLP PROFIT SHARING AND EMPLOYEES' SAVINGS PLAN

Name: DUDLEY, TOPPER AND FEUERZEIG, LLP - DUDLEY, TOPPER AND FEUERZEIG, LLP PROFIT SHARING AND EMPLOYEES' SAVINGS PLAN (2017) Form 5500
Creator: DUDLEY, TOPPER AND FEUERZEIG, LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DUDLEY, TOPPER AND FEUERZEIG, LLP PROFIT SHARING AND EMPLOYEES' SAVINGS PLAN, DUDLEY, TOPPER AND FEUERZEIG, LLP

DUDLEY, TOPPER AND FEUERZEIG, LLPEIN 66-0359981Plan #001PY 2017

1000 FREDERIKSBERG GADE - ST. THOMAS, VI 008026736340-774-4422

Prospect flagsLow returnsHigh feesLow participant contribution

How to read this page

Total assets (EOY)

$4.1M

+1.8% from 2016

Total participants

-2.4% from 2016

Average account balance

$120,284

+4.8% from 2016

Annual return

11.87%

+5.43 pp from 2016

Benchmarks

See 25,067 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort25,067 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$9.40M

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.

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.

142.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$339K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+12.12%

Not enough data

1 years with return on file

Admin fee / account holder

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

$16610

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 codes2E2F2G2J3B3D

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.
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

3 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$618K

$19299 / participant

Other / not subdivided$618K100.0%

% of EOY assets

15.101%

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

$120,284

$85,766+40.2%

$136,298-11.7%

$70,126+71.5%

Participation rate

78.1%

74.2%+4.0pp

81.9%-3.8pp

69.5%+8.6pp

Annual return

11.87%

31.46%-19.6pp

5156.27%-5144.4pp

73.15%-61.3pp

Employer contribution / active EE

$6,718

$2,966+126.5%

$4,696+43.1%

$2,343+186.8%

Participant deferral / active EE

$5,051-100.0%

$6,247-100.0%

$3,332-100.0%

Admin fee / account holder

$18,164

$5,421+235.1%

$9,244+96.5%

$4,645+291.0%

DUDLEY, TOPPER AND FEUERZEIG, LLP PROFIT SHARING AND EMPLOYEES' SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DUDLEY, TOPPER AND FEUERZEIG, LLP PROFIT SHARING AND EMPLOYEES' 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