Retirement plan

MEYER, LYTTON, ALLEN, WHITAKER, INC. MEYER, LYTTON, ALLEN, WHITAKER, INC./MLA LA

Name: MEYER, LYTTON, ALLEN, WHITAKER, INC - MEYER, LYTTON, ALLEN, WHITAKER, INC. MEYER, LYTTON, ALLEN, WHITAKER, INC./MLA LA (2016) Form 5500
Creator: MEYER, LYTTON, ALLEN, WHITAKER, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MEYER, LYTTON, ALLEN, WHITAKER, INC. MEYER, LYTTON, ALLEN, WHITAKER, INC./MLA LA, MEYER, LYTTON, ALLEN, WHITAKER, INC

MEYER, LYTTON, ALLEN, WHITAKER, INCEIN 74-1669714Plan #002PY 2016

2804 LONGHORN BOULEVARD - AUSTIN, TX 78758512-835-7000

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$4.2M

+14.5% from 2015

Total participants

178

+17.9% from 2015

Average account balance

$25,098

+3.5% from 2015

Annual return

5.82%

+9.99 pp from 2015

Benchmarks

See 5,032 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort5,032 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$10.93M

Not enough data

1 years with asset history on file

Average account balance

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

$44K

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.

251

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.

93.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.06M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+12.74%

Not enough data

1 years with return on file

Admin fee / account holder

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

$239

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

1 years with F_SCH_H allocation on file

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Service providers

Top 2 by compensation

Provider	Service type	Compensation
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215	Recordkeeping	$34,890
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 26 401 S TRYON STREET, 19TH FLOOR · CHARLOTTE, NC 28288	Advisory (Participants)	$0

Plan features & details

Pension benefit codes2E2F2G2J2K3D3H

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$45K

$360 / participant

Investment mgmt$35K77.5%
Other / not subdivided$10K22.5%

% of EOY assets

1.074%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: ATCHLEY AND ASSOCIATES, LLP
Auditor EIN: 742920819
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$25,098

$75,183-66.6%

$123,894-79.7%

$55,167-54.5%

Participation rate

91.2%

72.8%+18.4pp

81.4%+9.8pp

69.0%+22.2pp

Annual return

5.82%

19.01%-13.2pp

47.52%-41.7pp

169.23%-163.4pp

Employer contribution / active EE

$2,141

$2,823-24.2%

$4,617-53.6%

$1,963+9.1%

Participant deferral / active EE

$2,588

$5,084-49.1%

$5,984-56.8%

$3,054-15.3%

Admin fee / account holder

$270

$663-59.3%

$8,357-96.8%

$504-46.5%

Provider

Service type

Compensation

NATIONWIDE2+ years

Service code 15

ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215

Recordkeeping

$34,890

WELLS FARGO BANK, N.A.2+ years

Filed as: WELLS FARGO ADVISORS, LLC

Service code 26

401 S TRYON STREET, 19TH FLOOR · CHARLOTTE, NC 28288

Advisory (Participants)

MEYER, LYTTON, ALLEN, WHITAKER, INC. MEYER, LYTTON, ALLEN, WHITAKER, INC./MLA LA

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MEYER, LYTTON, ALLEN, WHITAKER, INC. MEYER, LYTTON, ALLEN, WHITAKER, INC./MLA LA

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