Retirement plan

GOLD WEEMS BRUSER SUES & RUNDELL

Name: GOLD WEEMS BRUSER SUES & RUNDEL - GOLD WEEMS BRUSER SUES & RUNDELL (2017) Form 5500
Creator: GOLD WEEMS BRUSER SUES & RUNDEL
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GOLD WEEMS BRUSER SUES & RUNDELL, GOLD WEEMS BRUSER SUES & RUNDEL

GOLD WEEMS BRUSER SUES & RUNDELEIN 72-0970307Plan #001PY 2017

2001 MACARTHUR DRIVE, P.O. BOX 6118 - ALEXANDRIA, LA 713076118318-445-6471goldweems.comLinkedIn51-200 employeeslegal services

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$14.4M

+0.6% from 2016

Total participants

-1.4% from 2016

Average account balance

$224,575

+13.2% from 2016

Annual return

11.44%

+4.22 pp from 2016

Benchmarks

See 25,067 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort25,067 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$16.03M

Not enough data

1 years with asset history on file

Average account balance

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

$272K

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.

151.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$476K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+11.71%

Not enough data

1 years with return on file

Admin fee / account holder

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

$25606

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 codes2F2G2T3D2E2J2R

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.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$2.1M

$36339 / participant

Other / not subdivided$2M100.0%

% of EOY assets

14.917%

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

$224,575

$85,766+161.8%

$136,298+64.8%

$70,126+220.2%

Participation rate

88.1%

74.2%+14.0pp

81.9%+6.2pp

69.5%+18.6pp

Annual return

11.44%

31.46%-20.0pp

5156.27%-5144.8pp

73.15%-61.7pp

Employer contribution / active EE

$5,101

$2,966+72.0%

$4,696+8.6%

$2,343+117.7%

Participant deferral / active EE

$4,154

$5,051-17.8%

$6,247-33.5%

$3,332+24.7%

Admin fee / account holder

$33,500

$5,421+518.0%

$9,244+262.4%

$4,645+621.1%

GOLD WEEMS BRUSER SUES & RUNDELL

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GOLD WEEMS BRUSER SUES & RUNDELL

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