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 (2017) 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 2017

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

Other plans on this EIN

1 filing

#001Retirement-$50.6M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$6.2M

+27.4% from 2016

Total participants

140

-4.1% from 2016

Average account balance

$50,779

+28.4% from 2016

Annual return

18.68%

+12.94 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

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

Top 1 by compensation

Provider	Service type	Compensation
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE, INC Service code 33 · EIN 06-0988655 200 S 108TH AVE · OMAHA, NE 68154	Securities brokerage	$0

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

0 tripped

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

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

$50,779

$80,753-37.1%

$136,298-62.7%

$62,293-18.5%

Participation rate

84.1%

73.5%+10.5pp

81.9%+2.1pp

69.5%+14.6pp

Annual return

18.68%

35.83%-17.1pp

5156.27%-5137.6pp

28.90%-10.2pp

Employer contribution / active EE

$1,149

$2,884-60.2%

$4,696-75.5%

$2,042-43.8%

Participant deferral / active EE

$3,445

$5,164-33.3%

$6,247-44.8%

$3,169+8.7%

Admin fee / account holder

$525-100.0%

$9,244-100.0%

$479-100.0%

Provider

Service type

Compensation

TD AMERITRADE, INC.1 year

Filed as: TD AMERITRADE, INC

Service code 33 · EIN 06-0988655

200 S 108TH AVE · OMAHA, NE 68154

Securities brokerage

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

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

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

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion