Retirement plan

THE LEAVITT GROUP PROFIT SHARING AND RETIREMENT SAVINGS EMPLOYEE STOCK OWNERSHIP PLAN

Name: LEAVITT GROUP ENTERPRISES, INC. - THE LEAVITT GROUP PROFIT SHARING AND RETIREMENT SAVINGS EMPLOYEE STOCK OWNERSHIP PLAN (2019) Form 5500
Creator: LEAVITT GROUP ENTERPRISES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE LEAVITT GROUP PROFIT SHARING AND RETIREMENT SAVINGS EMPLOYEE STOCK OWNERSHIP PLAN, LEAVITT GROUP ENTERPRISES, INC.

LEAVITT GROUP ENTERPRISES, INC.EIN 88-0090855Plan #001PY 2019

216 SOUTH 200 WEST - CEDAR CITY, UT 84720435-586-6553LinkedIn51-200 employeesphilanthropy

Prospect flagsHigh retiree %Corrective distributions

Top hat statement on fileNQDC

Filed July 12, 2006

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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Total assets (EOY)

$140.1M

+20.1% from 2018

Total participants

2,803

+12.3% from 2018

Average account balance

$51,670

+7.3% from 2018

Annual return

22.31%

+25.50 pp from 2018

Benchmarks

See 551 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants1,000-4,999

Cohort551 peers

Snapshot2019

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$244.13M

Not enough data

1 years with asset history on file

Average account balance

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

$53K

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.

4,646

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.

92.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$21.84M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+16.78%

Not enough data

1 years with return on file

Admin fee / account holder

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

$141

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

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Service providers

Top 6 by compensation

Provider	Service type	Compensation
GREAT-WEST LIFE & ANNUITY INSURANCE1 year Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Investment Management	$123,964
PRIME CAPITAL INVESTMENT ADVISORS2 years Filed as: PRIME CAPITAL INVESTMENT ADVISORS L Service code 27 6201 COLLEGE BLVD 7TH FL · OVERLAND PARK, KS 66211	Advisory (Plan)	$60,000
GREAT-WEST LIFE & ANNUITY INSURANCE5+ years Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$57,546
REAGAN COMPANIES ASSET MGMT.2 years Filed as: REAGAN CONSULTING INC Service code 99 1 PIEDMONT CENTER STE 500 · ATLANTA, GA 30305	Other Fees	$16,250
HINTON BURDICK, PLLC5+ years Service code 10 63 SOUTH 300 EAST SUITE 100 · ST GEORGE, UT 84770	Accounting	$12,300
DURHAM JONES & PINEGAR3 years Service code 29 PO BOX 4050 · SALT LAKE CITY, UT 84110	Legal	$2,648

Plan features & details

Pension benefit codes2E2F2G2J2K2S2T3H

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
InformationalHigh retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.

Expense breakdown

Schedule H Part II

Admin total

$273K

$139 / participant

Contract admin$273K100.0%

% of EOY assets

0.195%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.

Auditor firm: HINTONBURDICK CPA'S AND ADVISORS
Auditor EIN: 870492866
Audit fees: (not subdivided)
Opinion code: Disclaimer

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$51,670

$95,776-46.1%

$162,163-68.1%

$77,787-33.6%

Participation rate

95.3%

88.6%+6.7pp

87.6%+7.8pp

73.2%+22.1pp

Annual return

22.31%

37.03%-14.7pp

115.59%-93.3pp

32.57%-10.3pp

Employer contribution / active EE

$1,464

$3,874-62.2%

$5,614-73.9%

$2,504-41.6%

Participant deferral / active EE

$4,373

$6,125-28.6%

$7,298-40.1%

$3,967+10.2%

Admin fee / account holder

$101

$88+14.7%

$10,843-99.1%

$100+0.5%

Provider

Service type

Compensation

GREAT-WEST LIFE & ANNUITY INSURANCE1 year

Filed as: ADVISED ASSETS GROUP

Service code 28

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Investment Management

$123,964

PRIME CAPITAL INVESTMENT ADVISORS2 years

Filed as: PRIME CAPITAL INVESTMENT ADVISORS L

Service code 27

6201 COLLEGE BLVD 7TH FL · OVERLAND PARK, KS 66211

Advisory (Plan)

$60,000

GREAT-WEST LIFE & ANNUITY INSURANCE5+ years

Service code 64

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$57,546

REAGAN COMPANIES ASSET MGMT.2 years

Filed as: REAGAN CONSULTING INC

Service code 99

1 PIEDMONT CENTER STE 500 · ATLANTA, GA 30305

Other Fees

$16,250

HINTON BURDICK, PLLC5+ years

Service code 10

63 SOUTH 300 EAST SUITE 100 · ST GEORGE, UT 84770

Accounting

$12,300

DURHAM JONES & PINEGAR3 years

Service code 29

PO BOX 4050 · SALT LAKE CITY, UT 84110

Legal

$2,648

THE LEAVITT GROUP PROFIT SHARING AND RETIREMENT SAVINGS EMPLOYEE STOCK OWNERSHIP PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE LEAVITT GROUP PROFIT SHARING AND RETIREMENT SAVINGS EMPLOYEE STOCK OWNERSHIP PLAN

Top hat statement on fileNQDC

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