Retirement plan

STOUFFER & ASSOCIATES, LLP 401(K) PLAN

Name: STOUFFER & ASSOCIATES, LLP - STOUFFER & ASSOCIATES, LLP 401(K) PLAN (2016) Form 5500
Creator: STOUFFER & ASSOCIATES, LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STOUFFER & ASSOCIATES, LLP 401(K) PLAN, STOUFFER & ASSOCIATES, LLP

STOUFFER & ASSOCIATES, LLPEIN 74-2330524Plan #001PY 2016

525 BUSBY - SAN ANTONIO, TX 78209210-828-3743stoufferappraisals.comLinkedIn11-50 employeesreal estate

Prospect flagsLow employer contributionLow fidelity bond

How to read this page

Total assets (EOY)

$2.2M

No prior year

Total participants

No prior year

Average account balance

$124,921

No prior year

Annual return

7.71%

No prior year

Benchmarks

See 13,988 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort13,988 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.41M

Not enough data

1 years with asset history on file

Average account balance

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

$337K

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.

73.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$255K

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

+14.69%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3780

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 codes2E2F2G2J2T3D

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.
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.

Opportunity flags

2 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$2K

$98 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.096%

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

$124,921

$215,361-42.0%

$171,082-27.0%

$273,972-54.4%

Participation rate

81.8%

82.0%-0.2pp

76.7%+5.1pp

83.0%-1.2pp

Annual return

7.71%

25.14%-17.4pp

32.56%-24.8pp

41.46%-33.7pp

Employer contribution / active EE

$15

$4,967-99.7%

$4,002-99.6%

$4,869-99.7%

Participant deferral / active EE

$6,870

$5,543+23.9%

$4,797+43.2%

$5,287+29.9%

Admin fee / account holder

$120

$10,846-98.9%

$8,520-98.6%

$10,133-98.8%

STOUFFER & ASSOCIATES, LLP 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

STOUFFER & ASSOCIATES, LLP 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