Retirement plan

ATKINSON, HASKINS, NELLIS, BRITTINGHAM, GLADD & FIASCO 401(K) PLAN

Name: ATKINSON, HASKINS, NELLIS, BRITTINGHAM, GLADD & FIASCO, P.C. - ATKINSON, HASKINS, NELLIS, BRITTINGHAM, GLADD & FIASCO 401(K) PLAN (2018) Form 5500
Creator: ATKINSON, HASKINS, NELLIS, BRITTINGHAM, GLADD & FIASCO, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ATKINSON, HASKINS, NELLIS, BRITTINGHAM, GLADD & FIASCO 401(K) PLAN, ATKINSON, HASKINS, NELLIS, BRITTINGHAM, GLADD & FIASCO, P.C.

ATKINSON, HASKINS, NELLIS, BRITTINGHAM, GLADD & FIASCO, P.C.EIN 73-1030628Plan #001PY 2018

525 S. MAIN, STE. 1500 - TULSA, OK 74103918-582-8877

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$16.4M

-4.8% from 2017

Total participants

-9.7% from 2017

Average account balance

$309,442

+11.3% from 2017

Annual return

-5.01%

-17.80 pp from 2017

Benchmarks

See 25,536 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort25,536 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$17.72M

Not enough data

1 years with asset history on file

Average account balance

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

$341K

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.

80.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$220K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+12.72%

Not enough data

1 years with return on file

Admin fee / account holder

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

$28227

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 codes2E2F2G2J2R2T3D3H

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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

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

$606K

$14087 / participant

Other / not subdivided$606K100.0%

% of EOY assets

3.693%

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

$309,442

$77,816+297.7%

$123,552+150.5%

$64,173+382.2%

Participation rate

93.0%

74.7%+18.3pp

82.3%+10.7pp

69.6%+23.5pp

Annual return

-5.01%

12.49%-17.5pp

119.20%-124.2pp

7.63%-12.6pp

Employer contribution / active EE

$9,215

$3,014+205.7%

$4,628+99.1%

$2,381+287.1%

Participant deferral / active EE

$4,764

$5,240-9.1%

$6,426-25.9%

$3,470+37.3%

Admin fee / account holder

$11,429

$5,519+107.1%

$9,285+23.1%

$4,887+133.8%

ATKINSON, HASKINS, NELLIS, BRITTINGHAM, GLADD & FIASCO 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ATKINSON, HASKINS, NELLIS, BRITTINGHAM, GLADD & FIASCO 401(K) 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