Retirement plan

DOERNER SAUNDERS DANIEL & ANDERSON RETIREMENT PLAN

Name: DOERNER SAUNDERS DANIEL & ANDERSON, LLP - DOERNER SAUNDERS DANIEL & ANDERSON RETIREMENT PLAN (2018) Form 5500
Creator: DOERNER SAUNDERS DANIEL & ANDERSON, LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DOERNER SAUNDERS DANIEL & ANDERSON RETIREMENT PLAN, DOERNER SAUNDERS DANIEL & ANDERSON, LLP

DOERNER SAUNDERS DANIEL & ANDERSON, LLPEIN 73-0688245Plan #001PY 2018

WILLIAMS CENTER TOWER II, TWO WEST SECOND STREET, SUITE 700 - TULSA, OK 74103918-582-1211dsda.comLinkedIn51-200 employeeslaw practice

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$31.3M

-7.8% from 2017

Total participants

109

-3.5% from 2017

Average account balance

$286,844

-5.3% from 2017

Annual return

-0.64%

-14.67 pp from 2017

Benchmarks

See 25,535 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort25,535 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$39.78M

Not enough data

1 years with asset history on file

Average account balance

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

$442K

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.

145.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$589K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+13.05%

Not enough data

1 years with return on file

Admin fee / account holder

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

$18699

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 codes2E2G2J2R2T3D3B

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.
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

$3.3M

$45394 / participant

Other / not subdivided$3M100.0%

% of EOY assets

10.453%

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

$286,844

$77,817+268.6%

$123,553+132.2%

$64,173+347.0%

Participation rate

100.0%

74.7%+25.3pp

82.3%+17.7pp

69.6%+30.4pp

Annual return

-0.64%

12.49%-13.1pp

119.21%-119.8pp

7.63%-8.3pp

Employer contribution / active EE

$3,583

$3,014+18.9%

$4,628-22.6%

$2,381+50.5%

Participant deferral / active EE

$6,420

$5,240+22.5%

$6,426-0.1%

$3,470+85.0%

Admin fee / account holder

$29,985

$5,519+443.3%

$9,284+223.0%

$4,887+513.5%

DOERNER SAUNDERS DANIEL & ANDERSON RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DOERNER SAUNDERS DANIEL & ANDERSON RETIREMENT 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