Retirement plan

WEINTRAUB TOBIN CHEDIAK COLEMAN GRODIN LAW CORPORATION SALARY DEFERRAL PLAN

Name: WEINTRAUB TOBIN CHEDIAK COLEMAN GRODIN LAW CORPORATION - WEINTRAUB TOBIN CHEDIAK COLEMAN GRODIN LAW CORPORATION SALARY DEFERRAL PLAN (2017) Form 5500
Creator: WEINTRAUB TOBIN CHEDIAK COLEMAN GRODIN LAW CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WEINTRAUB TOBIN CHEDIAK COLEMAN GRODIN LAW CORPORATION SALARY DEFERRAL PLAN, WEINTRAUB TOBIN CHEDIAK COLEMAN GRODIN LAW CORPORATION

WEINTRAUB TOBIN CHEDIAK COLEMAN GRODIN LAW CORPORATIONEIN 68-0231351Plan #001PY 2017

400 CAPITOL MALL, 11TH FLOOR - SACRAMENTO, CA 958144434916-558-6000LinkedIn1-10 employeeslegal services

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$37.8M

+17.4% from 2016

Total participants

245

+6.1% from 2016

Average account balance

$154,277

+10.6% from 2016

Annual return

13.63%

+6.51 pp from 2016

Benchmarks

See 5,160 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort5,160 peers

Snapshot2017

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$59.98M

Not enough data

1 years with asset history on file

Average account balance

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

$247K

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.

243

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.

95.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.79M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+11.91%

Not enough data

1 years with return on file

Admin fee / account holder

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

$488

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

1 years with F_SCH_H allocation on file

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

Service providers

Top 3 by compensation

Provider	Service type	Compensation
PENSYS, INC.3+ years Service code 13 · EIN 68-0348235 2440 PROFESSIONAL DRIVE, SUITE 100 · ROSEVILLE, CA 95661	Contract Administrator	$50,471
HANSON BRIDGETT LLP3+ years Filed as: HANSON MCCLAIN RETIREMENT NETWORK Service code 27 · EIN 26-1177534 3620 FAIR OAKS BLVD STE 300 · SACRAMENTO, CA 95864	Advisory (Plan)	$21,120
NFP RETIREMENT INC2 years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 120 VANTIS, SUITE 400 · ALLSO VIEJO, CA 92656	Advisory (Plan)	$10,703

Plan features & details

Pension benefit codes2E2G2J2K2T2F3D2A

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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.

Opportunity flags

2 tripped

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

$87K

$615 / participant

Investment mgmt$87K100.0%

% of EOY assets

0.231%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.

Auditor firm: CAMPBELL TAYLOR & CAMPANY
Auditor EIN: 680251243
Audit fees: (not subdivided)
Opinion code: Disclaimer

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$154,277

$80,753+91.0%

$136,294+13.2%

$62,292+147.7%

Participation rate

100.0%

73.5%+26.5pp

81.9%+18.1pp

69.5%+30.5pp

Annual return

13.63%

35.83%-22.2pp

5155.94%-5142.3pp

28.90%-15.3pp

Employer contribution / active EE

$7,365

$2,884+155.4%

$4,695+56.9%

$2,042+260.6%

Participant deferral / active EE

$8,836

$5,164+71.1%

$6,247+41.4%

$3,169+178.8%

Admin fee / account holder

$357

$525-32.1%

$9,243-96.1%

$479-25.6%

Provider

Service type

Compensation

PENSYS, INC.3+ years

Service code 13 · EIN 68-0348235

2440 PROFESSIONAL DRIVE, SUITE 100 · ROSEVILLE, CA 95661

Contract Administrator

$50,471

HANSON BRIDGETT LLP3+ years

Filed as: HANSON MCCLAIN RETIREMENT NETWORK

Service code 27 · EIN 26-1177534

3620 FAIR OAKS BLVD STE 300 · SACRAMENTO, CA 95864

Advisory (Plan)

$21,120

NFP RETIREMENT INC2 years

Filed as: NFP RETIREMENT, INC.

Service code 27 · EIN 33-0905143

120 VANTIS, SUITE 400 · ALLSO VIEJO, CA 92656

Advisory (Plan)

$10,703

WEINTRAUB TOBIN CHEDIAK COLEMAN GRODIN LAW CORPORATION SALARY DEFERRAL PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WEINTRAUB TOBIN CHEDIAK COLEMAN GRODIN LAW CORPORATION SALARY DEFERRAL 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