Retirement plan

BARRASSO USDIN KUPPERMAN FREEMAN & SARVER, L.L.C. 401(K) PLAN

Name: BARRASSO USDIN KUPPERMAN FREEMAN & SARVER, L.L.C. - BARRASSO USDIN KUPPERMAN FREEMAN & SARVER, L.L.C. 401(K) PLAN (2017) Form 5500
Creator: BARRASSO USDIN KUPPERMAN FREEMAN & SARVER, L.L.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BARRASSO USDIN KUPPERMAN FREEMAN & SARVER, L.L.C. 401(K) PLAN, BARRASSO USDIN KUPPERMAN FREEMAN & SARVER, L.L.C.

BARRASSO USDIN KUPPERMAN FREEMAN & SARVER, L.L.C.EIN 90-0067114Plan #001PY 2017

909 POYDRAS STREET - NEW ORLEANS, LA 70112504-589-9700barrassousdin.comLinkedIn51-200 employeeslaw practice

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$22.7M

+18.9% from 2016

Total participants

-1.4% from 2016

Average account balance

$343,451

+27.9% from 2016

Annual return

17.15%

+8.16 pp from 2016

Benchmarks

See 25,068 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort25,068 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$40.20M

Not enough data

1 years with asset history on file

Average account balance

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

$670K

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.

139.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.38M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$32K

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

+14.05%

Not enough data

1 years with return on file

Admin fee / account holder

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

$43252

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 codes2E2F2G2R2T3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
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.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$1.2M

$19257 / participant

Other / not subdivided$1M100.0%

% of EOY assets

5.097%

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

$343,451

$85,766+300.5%

$136,297+152.0%

$70,124+389.8%

Participation rate

93.3%

74.2%+19.2pp

81.9%+11.4pp

69.5%+23.8pp

Annual return

17.15%

31.45%-14.3pp

5156.19%-5139.0pp

73.14%-56.0pp

Employer contribution / active EE

$14,351

$2,966+383.8%

$4,696+205.6%

$2,342+512.6%

Participant deferral / active EE

$9,775

$5,051+93.5%

$6,247+56.5%

$3,332+193.4%

Admin fee / account holder

$17,507

$5,420+223.0%

$9,244+89.4%

$4,645+276.9%

BARRASSO USDIN KUPPERMAN FREEMAN & SARVER, L.L.C. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BARRASSO USDIN KUPPERMAN FREEMAN & SARVER, L.L.C. 401(K) 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