Retirement plan

GRACE PUBLIC AFFAIRS, LLC 401(K) PLAN

Name: GRACE PUBLIC AFFAIRS, LLC - GRACE PUBLIC AFFAIRS, LLC 401(K) PLAN (2020) Form 5500
Creator: GRACE PUBLIC AFFAIRS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GRACE PUBLIC AFFAIRS, LLC 401(K) PLAN, GRACE PUBLIC AFFAIRS, LLC

GRACE PUBLIC AFFAIRS, LLCEIN 81-0171580Plan #001PY 2020

1414 K STREET, SUITE 270 - SACRAMENTO, CA 95814916-834-0499gracepublicaffairs.comLinkedIn1-10 employees

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$619K

No prior year

Total participants

No prior year

Average account balance

$154,769

No prior year

Annual return

13.33%

No prior year

Benchmarks

See 9,163 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants<25

Cohort9,163 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$54K

Not enough data

1 years with asset history on file

Average account balance

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

$9K

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.

600.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$253

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$253

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

+7.34%

Not enough data

1 years with return on file

Admin fee / account holder

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

$123149

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 codes2E2F2G2J3D

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.
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

$3K

$628 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.406%

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

$154,769

$115,903+33.5%

$100,528+54.0%

$158,966-2.6%

Participation rate

100.0%

81.6%+18.4pp

79.4%+20.6pp

82.0%+18.0pp

Annual return

13.33%

34.80%-21.5pp

30.90%-17.6pp

302.95%-289.6pp

Employer contribution / active EE

$22,034

$4,105+436.7%

$3,419+544.5%

$4,762+362.6%

Participant deferral / active EE

$9,750

$6,677+46.0%

$6,271+55.5%

$5,983+63.0%

Admin fee / account holder

$628

$11,000-94.3%

$8,084-92.2%

$11,250-94.4%

GRACE PUBLIC AFFAIRS, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GRACE PUBLIC AFFAIRS, LLC 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