Retirement plan

LEWIS & ELLIS, INC. PROFIT SHARING PLAN

Name: LEWIS & ELLIS, INC. - LEWIS & ELLIS, INC. PROFIT SHARING PLAN (2018) Form 5500
Creator: LEWIS & ELLIS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LEWIS & ELLIS, INC. PROFIT SHARING PLAN, LEWIS & ELLIS, INC.

LEWIS & ELLIS, INC.dba LEWIS & ELLIS, INC.EIN 75-1281520Plan #001PY 2018

700 CENTRAL EXPY S STE 550 - ALLEN, TX 750138125972-850-0850

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$42.1M

+0.3% from 2017

Total participants

115

+5.5% from 2017

Average account balance

$378,872

-3.3% from 2017

Annual return

-5.14%

-23.27 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

$73.59M

Not enough data

1 years with asset history on file

Average account balance

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

$518K

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.

142

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.

96.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.77M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$34K

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

+14.52%

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 codes2E2G2J

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.

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

$602K

$6924 / participant

Other / not subdivided$602K100.0%

% of EOY assets

1.432%

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

$378,872

$77,816+386.9%

$123,549+206.7%

$64,181+490.3%

Participation rate

95.4%

74.7%+20.7pp

82.3%+13.1pp

69.6%+25.8pp

Annual return

-5.14%

12.49%-17.6pp

119.20%-124.3pp

7.63%-12.8pp

Employer contribution / active EE

$20,254

$3,014+572.0%

$4,628+337.7%

$2,381+750.8%

Participant deferral / active EE

$12,796

$5,240+144.2%

$6,426+99.1%

$3,470+268.8%

Admin fee / account holder

$5,427

$5,519-1.7%

$9,284-41.5%

$4,887+11.0%

LEWIS & ELLIS, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LEWIS & ELLIS, INC. PROFIT SHARING 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