Retirement plan

BERG HILL GREENLEAF & RUSCITTI LLP PROFIT SHARING PLAN

Name: BERG HILL GREENLEAF & RUSCITTI LLP - BERG HILL GREENLEAF & RUSCITTI LLP PROFIT SHARING PLAN (2016) Form 5500
Creator: BERG HILL GREENLEAF & RUSCITTI LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BERG HILL GREENLEAF & RUSCITTI LLP PROFIT SHARING PLAN, BERG HILL GREENLEAF & RUSCITTI LLP

BERG HILL GREENLEAF & RUSCITTI LLPEIN 84-1605707Plan #001PY 2016

1712 PEARL STREET - BOULDER, CO 80302303-402-1600bhgrlaw.comLinkedIn51-200 employeeslegal services

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$6.4M

+9.1% from 2015

Total participants

+1.8% from 2015

Average account balance

$117,825

+5.1% from 2015

Annual return

-0.35%

-8.35 pp from 2015

Benchmarks

See 24,581 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort24,581 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$16.74M

Not enough data

1 years with asset history on file

Average account balance

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

$122K

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.

137

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.77M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+12.98%

Not enough data

1 years with return on file

Admin fee / account holder

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

$193

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

1 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 codes2E2J3B3D2F2G2R

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.
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.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$51K

$1067 / participant

Other / not subdivided$51K100.0%

% of EOY assets

0.805%

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

$117,825

$76,551+53.9%

$123,894-4.9%

$62,881+87.4%

Participation rate

91.7%

73.0%+18.7pp

81.4%+10.3pp

69.3%+22.4pp

Annual return

-0.35%

18.68%-19.0pp

47.52%-47.9pp

20.14%-20.5pp

Employer contribution / active EE

$3,915

$2,882+35.8%

$4,617-15.2%

$2,281+71.6%

Participant deferral / active EE

$8,531

$4,840+76.3%

$5,984+42.6%

$3,203+166.4%

Admin fee / account holder

$949

$4,826-80.3%

$8,357-88.6%

$4,296-77.9%

BERG HILL GREENLEAF & RUSCITTI LLP PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BERG HILL GREENLEAF & RUSCITTI 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