Retirement plan

GLANCEY ROCKWELL & ASSOCIATES, INC. 401K PROFIT SHARING PLAN

Name: GLANCEY ROCKWELL & ASSOCIATES, INC. - GLANCEY ROCKWELL & ASSOCIATES, INC. 401K PROFIT SHARING PLAN (2017) Form 5500
Creator: GLANCEY ROCKWELL & ASSOCIATES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GLANCEY ROCKWELL & ASSOCIATES, INC. 401K PROFIT SHARING PLAN, GLANCEY ROCKWELL & ASSOCIATES, INC.

GLANCEY ROCKWELL & ASSOCIATES, INC.EIN 82-0530987Plan #001PY 2017

1257 W RIVER STREET, SUITE 110 - BOISE, ID 83702208-345-0566glanceyrockwell.comLinkedIn1-10 employeesarchitecture & planning

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1M

+21.1% from 2016

Total participants

+9.1% from 2016

Average account balance

$83,495

+11.0% from 2016

Annual return

16.49%

+6.03 pp from 2016

Benchmarks

See 114,326 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort114,326 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.39M

Not enough data

1 years with asset history on file

Average account balance

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

$139K

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.

125.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$29K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+17.01%

Not enough data

1 years with return on file

Admin fee / account holder

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

$10020

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 codes2E2G2J3D

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.
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

$13K

$1850 / participant

Other / not subdivided$13K100.0%

% of EOY assets

1.293%

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

$83,495

$150,445-44.5%

$136,297-38.7%

$147,585-43.4%

Participation rate

100.0%

84.4%+15.6pp

81.9%+18.1pp

82.8%+17.2pp

Annual return

16.49%

1049.14%-1032.6pp

5156.16%-5139.7pp

578.57%-562.1pp

Employer contribution / active EE

$1,452

$5,256-72.4%

$4,696-69.1%

$4,876-70.2%

Participant deferral / active EE

$5,784

$6,631-12.8%

$6,247-7.4%

$5,439+6.4%

Admin fee / account holder

$1,079

$10,906-90.1%

$9,244-88.3%

$10,885-90.1%

GLANCEY ROCKWELL & ASSOCIATES, INC. 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GLANCEY ROCKWELL & ASSOCIATES, INC. 401K 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