Retirement plan

TAYLOR, PORTER, BROOKS & PHILLIPS, L.L.P. PROFIT SHARING 401(K) PLAN

Name: TAYLOR, PORTER, BROOKS & PHILLIPS, LLP - TAYLOR, PORTER, BROOKS & PHILLIPS, L.L.P. PROFIT SHARING 401(K) PLAN (2016) Form 5500
Creator: TAYLOR, PORTER, BROOKS & PHILLIPS, LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TAYLOR, PORTER, BROOKS & PHILLIPS, L.L.P. PROFIT SHARING 401(K) PLAN, TAYLOR, PORTER, BROOKS & PHILLIPS, LLP

TAYLOR, PORTER, BROOKS & PHILLIPS, LLPEIN 72-0402904Plan #002PY 2016

451 FLORIDA STREET, 8TH FLOOR - BATON ROUGE, LA 708011705225-387-3221LinkedIn1-10 employees

Other plans on this EIN

1 filing

#001Retirement-$46.1M assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$4.9M

+8.3% from 2015

Total participants

146

-13.1% from 2015

Average account balance

$39,544

+29.5% from 2015

Annual return

5.74%

+6.11 pp from 2015

Benchmarks

See 5,032 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort5,032 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$12.95M

Not enough data

1 years with asset history on file

Average account balance

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

$75K

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.

173

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

$951K

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

+17.42%

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

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 codes2E2G2J2R2T3B

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$100

$1 / participant

Other / not subdivided$100100.0%

% of EOY assets

0.002%

all-in expense ratio

Categories reported

0 / 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

$39,544

$75,183-47.4%

$123,894-68.1%

$55,167-28.3%

Participation rate

79.8%

72.8%+7.0pp

81.4%-1.6pp

69.0%+10.8pp

Annual return

5.74%

19.01%-13.3pp

47.52%-41.8pp

169.23%-163.5pp

Employer contribution / active EE

$1,091

$2,823-61.4%

$4,617-76.4%

$1,963-44.4%

Participant deferral / active EE

$2,980

$5,084-41.4%

$5,984-50.2%

$3,054-2.4%

Admin fee / account holder

$663-99.9%

$8,357-100.0%

$504-99.8%

TAYLOR, PORTER, BROOKS & PHILLIPS, L.L.P. PROFIT SHARING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TAYLOR, PORTER, BROOKS & PHILLIPS, L.L.P. PROFIT SHARING 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