Retirement plan

GAGE VAN HORN & ASSOCIATES, INC. AND MILLER PAPER COMPANY 401(K) PLAN

Name: GAGE VAN HORN AND ASSOCIATES, INC. - GAGE VAN HORN & ASSOCIATES, INC. AND MILLER PAPER COMPANY 401(K) PLAN (2021) Form 5500
Creator: GAGE VAN HORN AND ASSOCIATES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GAGE VAN HORN & ASSOCIATES, INC. AND MILLER PAPER COMPANY 401(K) PLAN, GAGE VAN HORN AND ASSOCIATES, INC.

GAGE VAN HORN AND ASSOCIATES, INC.EIN 75-1478044Plan #002PY 2021

2601 SE LOOP 289 - LUBBOCK, TX 79404806-795-2453gagevanhorn.comLinkedIn51-200 employeesprinting

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$6.8M

+20.0% from 2020

Total participants

+11.8% from 2020

Average account balance

$80,541

+7.3% from 2020

Annual return

16.92%

-10.13 pp from 2020

Benchmarks

See 27,000 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort27,000 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.92M

Not enough data

1 years with asset history on file

Average account balance

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

$62K

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.

144

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.

84.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$585K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+25.42%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2573

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

1 tripped

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

$236K

$2780 / participant

Other / not subdivided$236K100.0%

% of EOY assets

3.452%

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

$80,541

$105,210-23.4%

$159,487-49.5%

$85,851-6.2%

Participation rate

100.0%

75.8%+24.2pp

82.8%+17.2pp

69.3%+30.7pp

Annual return

16.92%

45.08%-28.2pp

263.71%-246.8pp

318.63%-301.7pp

Employer contribution / active EE

$1,527

$3,319-54.0%

$4,831-68.4%

$2,565-40.5%

Participant deferral / active EE

$3,330

$5,946-44.0%

$7,354-54.7%

$3,952-15.8%

Admin fee / account holder

$2,780

$6,934-59.9%

$10,804-74.3%

$6,261-55.6%

GAGE VAN HORN & ASSOCIATES, INC. AND MILLER PAPER COMPANY 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GAGE VAN HORN & ASSOCIATES, INC. AND MILLER PAPER COMPANY 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