Retirement plan

LENSING, LENSING, CUNNINGHAM & HAGER, INC. PROFIT SHARING PLAN

Name: LENSING, LENSING, CUNNINGHAM & HAGER, INC. - LENSING, LENSING, CUNNINGHAM & HAGER, INC. PROFIT SHARING PLAN (2018) Form 5500
Creator: LENSING, LENSING, CUNNINGHAM & HAGER, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LENSING, LENSING, CUNNINGHAM & HAGER, INC. PROFIT SHARING PLAN, LENSING, LENSING, CUNNINGHAM & HAGER, INC.

LENSING, LENSING, CUNNINGHAM & HAGER, INC.EIN 72-0459783Plan #002PY 2018

P. O. BOX 192, 500 LAKE STREET - LAKE PROVIDENCE, LA 71254318-559-2648llchins.comLinkedIn1-10 employeesinsurance

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.7M

+11.3% from 2017

Total participants

0.0% from 2017

Average account balance

$174,392

+11.3% from 2017

Annual return

8.27%

+0.34 pp from 2017

Benchmarks

See 31,466 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort31,466 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.64M

Not enough data

1 years with asset history on file

Average account balance

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

$273K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$75K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+5.71%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1743

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

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 codes2E2G2R2T3D

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.
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.
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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$15K

$1459 / participant

Other / not subdivided$15K100.0%

% of EOY assets

0.837%

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: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$174,392

$160,059+9.0%

$140,019+24.5%

$135,380+28.8%

Participation rate

100.0%

88.5%+11.5pp

87.5%+12.5pp

82.6%+17.4pp

Annual return

8.27%

911.48%-903.2pp

651.17%-642.9pp

519.81%-511.5pp

Employer contribution / active EE

$4,829

$6,420-24.8%

$5,605-13.9%

$4,779+1.0%

Participant deferral / active EE

$7,641-100.0%

$6,927-100.0%

$5,609-100.0%

Admin fee / account holder

$1,459

$13,328-89.1%

$10,705-86.4%

$10,828-86.5%

LENSING, LENSING, CUNNINGHAM & HAGER, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LENSING, LENSING, CUNNINGHAM & HAGER, INC. 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