Retirement plan

DEBALZO, ELGUDIN, LEVINE, RISEN, LLC 401(K) RETIREMENT SAVINGS PLAN

Name: DEBALZO, ELGUDIN, LEVINE, RISEN, LLC - DEBALZO, ELGUDIN, LEVINE, RISEN, LLC 401(K) RETIREMENT SAVINGS PLAN (2019) Form 5500
Creator: DEBALZO, ELGUDIN, LEVINE, RISEN, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DEBALZO, ELGUDIN, LEVINE, RISEN, LLC 401(K) RETIREMENT SAVINGS PLAN, DEBALZO, ELGUDIN, LEVINE, RISEN, LLC

DEBALZO, ELGUDIN, LEVINE, RISEN, LLCEIN 82-0768419Plan #001PY 2019

23425 COMMERCE PARK, SUITE 104 - BEACHWOOD, OH 441225446216-831-2900delrllc.comLinkedIn1-10 employeesmedical practice

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$380K

+62.5% from 2018

Total participants

+7.7% from 2018

Average account balance

$31,647

+76.0% from 2018

Annual return

25.39%

+36.91 pp from 2018

Benchmarks

See 104,307 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort104,307 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$23K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+6.09%

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 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

$50K

$5018 / participant

Other / not subdivided$50K100.0%

% of EOY assets

13.214%

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

$31,647

$202,342-84.4%

$172,752-81.7%

$152,897-79.3%

Participation rate

80.0%

87.1%-7.1pp

82.6%-2.6pp

82.5%-2.5pp

Annual return

25.39%

1029.83%-1004.4pp

802.97%-777.6pp

345.43%-320.0pp

Employer contribution / active EE

$3,720

$5,858-36.5%

$5,144-27.7%

$4,764-21.9%

Participant deferral / active EE

$9,457

$5,948+59.0%

$5,198+81.9%

$5,851+61.6%

Admin fee / account holder

$4,182

$17,111-75.6%

$13,955-70.0%

$11,599-63.9%

DEBALZO, ELGUDIN, LEVINE, RISEN, LLC 401(K) RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DEBALZO, ELGUDIN, LEVINE, RISEN, LLC 401(K) RETIREMENT SAVINGS 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