Retirement plan

TAYLOR, PORTER, BROOKS AND PHILLIPS, LLP PROFIT SHARING PLAN

Name: TAYLOR, PORTER, BROOKS & PHILLIPS LLP - TAYLOR, PORTER, BROOKS AND PHILLIPS, LLP PROFIT SHARING PLAN (2018) Form 5500
Creator: TAYLOR, PORTER, BROOKS & PHILLIPS LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TAYLOR, PORTER, BROOKS AND PHILLIPS, LLP PROFIT SHARING PLAN, TAYLOR, PORTER, BROOKS & PHILLIPS LLP

TAYLOR, PORTER, BROOKS & PHILLIPS LLPEIN 72-0402904Plan #001PY 2018

450 LAUREL ST, 8TH FLOOR - BATON ROUGE, LA 708011834225-387-3221LinkedIn1-10 employees

Other plans on this EIN

1 filing

#002Retirement-$6.4M assets

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$46.7M

-7.6% from 2017

Total participants

130

+9.2% from 2017

Average account balance

$359,570

-15.4% from 2017

Annual return

-4.00%

-20.47 pp from 2017

Benchmarks

See 25,535 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort25,535 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$55.98M

Not enough data

1 years with asset history on file

Average account balance

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

$441K

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.

127

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.56M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+16.74%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

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

Service providers

Top 2 by compensation

Provider	Service type	Compensation
GREAT-WEST LIFE & ANNUITY INSURANCE2 years Service code 15 · EIN 84-0467907 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping	$495
TD AMERITRADE, INC.2 years Filed as: TD AMERITRADE INC Service code 33 · EIN 06-0988655 200 S 10UTH AVE · OMAHA, NE 68154	Securities brokerage	$452

Plan features & details

Pension benefit codes2A2E2G2R3B

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.
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.
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.

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$947

$10 / participant

Investment mgmt$947100.0%

% of EOY assets

0.002%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: L.A. CHAMPAGNE & CO., L.L.P.
Auditor EIN: 720454386
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$359,570

$77,817+362.1%

$123,553+191.0%

$64,173+460.3%

Participation rate

100.0%

74.7%+25.3pp

82.3%+17.7pp

69.6%+30.4pp

Annual return

-4.00%

12.49%-16.5pp

119.21%-123.2pp

7.63%-11.6pp

Employer contribution / active EE

$18,748

$3,014+522.0%

$4,628+305.1%

$2,381+687.5%

Participant deferral / active EE

$5,240-100.0%

$6,426-100.0%

$3,470-100.0%

Admin fee / account holder

$5,519-99.9%

$9,284-99.9%

$4,887-99.9%

Provider

Service type

Compensation

GREAT-WEST LIFE & ANNUITY INSURANCE2 years

Service code 15 · EIN 84-0467907

8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping

$495

TD AMERITRADE, INC.2 years

Filed as: TD AMERITRADE INC

Service code 33 · EIN 06-0988655

200 S 10UTH AVE · OMAHA, NE 68154

Securities brokerage

$452

TAYLOR, PORTER, BROOKS AND PHILLIPS, LLP PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TAYLOR, PORTER, BROOKS AND PHILLIPS, LLP 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