Retirement plan

PARK VAUGHAN FLEMING & DOWLER LLP PROFIT SHARING PLAN

Name: PARK VAUGHAN FLEMING & DOWLER LLP - PARK VAUGHAN FLEMING & DOWLER LLP PROFIT SHARING PLAN (2017) Form 5500
Creator: PARK VAUGHAN FLEMING & DOWLER LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PARK VAUGHAN FLEMING & DOWLER LLP PROFIT SHARING PLAN, PARK VAUGHAN FLEMING & DOWLER LLP

PARK VAUGHAN FLEMING & DOWLER LLPEIN 77-0500259Plan #003PY 2017

2820 FIFTH STREET - DAVIS, CA 956180000530-759-1662

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$8.9M

+11.6% from 2016

Total participants

-7.7% from 2016

Average account balance

$371,337

+20.9% from 2016

Annual return

13.20%

+4.89 pp from 2016

Benchmarks

See 114,331 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort114,331 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$12.17M

Not enough data

1 years with asset history on file

Average account balance

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

$936K

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.

185.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$250K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$36K

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

+12.57%

Not enough data

1 years with return on file

Admin fee / account holder

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

$109141

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 codes2E2G2R3B3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

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

$584K

$30761 / participant

Other / not subdivided$584K100.0%

% of EOY assets

6.558%

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

$371,337

$150,442+146.8%

$136,295+172.5%

$147,585+151.6%

Participation rate

100.0%

84.4%+15.6pp

81.9%+18.1pp

82.8%+17.2pp

Annual return

13.20%

1049.09%-1035.9pp

5155.97%-5142.8pp

578.56%-565.4pp

Employer contribution / active EE

$23,669

$5,256+350.3%

$4,695+404.1%

$4,876+385.4%

Participant deferral / active EE

$6,630-100.0%

$6,247-100.0%

$5,439-100.0%

Admin fee / account holder

$24,353

$10,905+123.3%

$9,243+163.5%

$10,885+123.7%

PARK VAUGHAN FLEMING & DOWLER LLP PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PARK VAUGHAN FLEMING & DOWLER LLP 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