Retirement plan

PROFESSIONAL BENEFIT CONSULTANT, INC. 401(K) PROFIT SHARING PLAN

Name: PROFESSIONAL BENEFIT ADVISORS, INC. - PROFESSIONAL BENEFIT CONSULTANT, INC. 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: PROFESSIONAL BENEFIT ADVISORS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PROFESSIONAL BENEFIT CONSULTANT, INC. 401(K) PROFIT SHARING PLAN, PROFESSIONAL BENEFIT ADVISORS, INC.

PROFESSIONAL BENEFIT ADVISORS, INC.EIN 81-3026593Plan #001PY 2018

1115 BROOKSIDE ROAD, P.O. BOX 3627 - ALLENTOWN, PA 18106215-735-7100LinkedIn11-50 employees

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$210K

+66.9% from 2017

Total participants

0.0% from 2017

Average account balance

$69,977

+66.9% from 2017

Annual return

-6.03%

-15.54 pp from 2017

Benchmarks

See 116,760 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort116,760 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.27M

Not enough data

1 years with asset history on file

Average account balance

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

$425K

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.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$84K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$42K

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

+21.31%

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

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 codes2E2J

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.

Opportunity flags

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$69,977

$138,072-49.3%

$123,549-43.4%

$135,382-48.3%

Participation rate

100.0%

84.7%+15.3pp

82.3%+17.7pp

82.6%+17.4pp

Annual return

-6.03%

153.69%-159.7pp

119.20%-125.2pp

519.77%-525.8pp

Employer contribution / active EE

$14,235

$5,152+176.3%

$4,628+207.6%

$4,779+197.9%

Participant deferral / active EE

$16,333

$6,799+140.2%

$6,426+154.2%

$5,609+191.2%

Admin fee / account holder

$10,917-100.0%

$9,284-100.0%

$10,829-100.0%

PROFESSIONAL BENEFIT CONSULTANT, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

PROFESSIONAL BENEFIT CONSULTANT, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion