Retirement plan

STG DESIGN EMPLOYEE STOCK OWNERSHIP PLAN

Name: SUSMAN TISDALE GAYLE ARCHITECTS, INC. (D/B/A STG DESIGN, INC.) - STG DESIGN EMPLOYEE STOCK OWNERSHIP PLAN (2018) Form 5500
Creator: SUSMAN TISDALE GAYLE ARCHITECTS, INC. (D/B/A STG DESIGN, INC.)
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STG DESIGN EMPLOYEE STOCK OWNERSHIP PLAN, SUSMAN TISDALE GAYLE ARCHITECTS, INC. (D/B/A STG DESIGN, INC.)

SUSMAN TISDALE GAYLE ARCHITECTS, INC. (D/B/A STG DESIGN, INC.)EIN 74-2112965Plan #002PY 2018

828 W. 6TH STREET, #300 - AUSTIN, TX 78703512-899-3500

Other plans on this EIN

1 filing

#001Retirement-$10.4M assets

Prospect flagsHigh feesLow participant contribution

How to read this page

Total assets (EOY)

$13.1M

No prior year

Total participants

100

No prior year

Average account balance

$130,951

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 5,340 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort5,340 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$18.12M

Not enough data

1 years with asset history on file

Average account balance

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

$149K

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.

122

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.74M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$26K

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

+14.71%

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

1 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 codes2E2I2P2Q3I

Plan features

2E
Profit-sharing
Profit-sharing plan.
2I
Stock bonus
Stock bonus plan.
2P
Leveraged ESOP
Employee stock ownership plan that acquires employer securities with borrowed money or other debt-financing techniques.
2Q
ESOP maintained by an S corporation
The employer maintaining this ESOP is an S corporation.
3I
Employer securities investment required
Plan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.

Opportunity flags

2 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$698K

$6984 / participant

Other / not subdivided$698K100.0%

% of EOY assets

5.334%

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

$130,951

$73,102+79.1%

$123,553+6.0%

$56,289+132.6%

Participation rate

100.0%

74.3%+25.7pp

82.3%+17.7pp

69.9%+30.1pp

Annual return

0.00%

3.01%-3.0pp

119.21%-119.2pp

-9.96%+10.0pp

Employer contribution / active EE

$18,639

$2,977+526.1%

$4,628+302.7%

$2,111+782.9%

Participant deferral / active EE

$5,423-100.0%

$6,426-100.0%

$3,350-100.0%

Admin fee / account holder

$6,984

$554+1161.4%

$9,284-24.8%

$521+1240.7%

STG DESIGN EMPLOYEE STOCK OWNERSHIP PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

STG DESIGN EMPLOYEE STOCK OWNERSHIP 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