Retirement plan

LEWIS, ELLIOTT, MCMORRAN, VADEN, RAGSDALE AND WOODWARD, INC 401(K) PLAN

Name: LEMVRW INC. - LEWIS, ELLIOTT, MCMORRAN, VADEN, RAGSDALE AND WOODWARD, INC 401(K) PLAN (2017) Form 5500
Creator: LEMVRW INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LEWIS, ELLIOTT, MCMORRAN, VADEN, RAGSDALE AND WOODWARD, INC 401(K) PLAN, LEMVRW INC.

LEMVRW INC.EIN 71-0629411Plan #001PY 2017

11225 HURON LANE, SUITE 104 - LITTLE ROCK, AR 72211501-223-9302LinkedIn1-10 employees

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$4.2M

+23.4% from 2016

Total participants

+6.3% from 2016

Average account balance

$123,204

+16.1% from 2016

Annual return

15.81%

+8.16 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

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

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Analytics

Total assets (EOY)

Plan-year ending balance

$8.10M

Not enough data

1 years with asset history on file

Average account balance

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

$193K

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.

144.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$333K

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

+14.75%

Not enough data

1 years with return on file

Admin fee / account holder

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

$36600

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

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

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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 codes2E3D2G2J2F2T

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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$2K

$89 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.057%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$123,204

$85,766+43.7%

$136,294-9.6%

$70,131+75.7%

Participation rate

100.0%

74.2%+25.8pp

81.9%+18.1pp

69.5%+30.5pp

Annual return

15.81%

31.45%-15.6pp

5155.94%-5140.1pp

73.14%-57.3pp

Employer contribution / active EE

$2,320

$2,966-21.8%

$4,695-50.6%

$2,342-1.0%

Participant deferral / active EE

$7,176

$5,051+42.1%

$6,247+14.9%

$3,332+115.4%

Admin fee / account holder

$71

$5,420-98.7%

$9,243-99.2%

$4,645-98.5%

LEWIS, ELLIOTT, MCMORRAN, VADEN, RAGSDALE AND WOODWARD, INC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LEWIS, ELLIOTT, MCMORRAN, VADEN, RAGSDALE AND WOODWARD, INC 401(K) 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