Retirement plan

EAGLE CAPITAL MANAGEMENT, LLC 401(K) AND PROFIT SHARING PLAN

Name: EAGLE CAPITAL MANAGEMENT, LLC - EAGLE CAPITAL MANAGEMENT, LLC 401(K) AND PROFIT SHARING PLAN (2018) Form 5500
Creator: EAGLE CAPITAL MANAGEMENT, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EAGLE CAPITAL MANAGEMENT, LLC 401(K) AND PROFIT SHARING PLAN, EAGLE CAPITAL MANAGEMENT, LLC

EAGLE CAPITAL MANAGEMENT, LLCEIN 72-1467823Plan #001PY 2018

1417 WEST CAUSEWAY APPROACH - MANDEVILLE, LA 70471504-835-9726

Other plans on this EIN

1 filing

#002Retirement-$4.1M assets

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$2.5M

+8.7% from 2017

Total participants

0.0% from 2017

Average account balance

$624,532

+8.7% from 2017

Annual return

2.65%

-15.21 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

$3.37M

Not enough data

1 years with asset history on file

Average account balance

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

$842K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$159K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$53K

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

+10.01%

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

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 codes2E2G2J2R3D

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

Expense breakdown

Schedule H Part II

Admin total

$34K

$8533 / participant

Other / not subdivided$34K100.0%

% of EOY assets

1.366%

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

$624,532

$160,059+290.2%

$140,019+346.0%

$135,382+361.3%

Participation rate

100.0%

88.5%+11.5pp

87.5%+12.5pp

82.6%+17.4pp

Annual return

2.65%

911.44%-908.8pp

651.15%-648.5pp

519.77%-517.1pp

Employer contribution / active EE

$26,500

$6,420+312.8%

$5,605+372.8%

$4,779+454.5%

Participant deferral / active EE

$16,750

$7,641+119.2%

$6,927+141.8%

$5,609+198.6%

Admin fee / account holder

$8,533

$13,328-36.0%

$10,705-20.3%

$10,829-21.2%

EAGLE CAPITAL MANAGEMENT, LLC 401(K) AND PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EAGLE CAPITAL MANAGEMENT, LLC 401(K) AND 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