Retirement plan

MCKENZIE ROTHWELL BARLOW & COUGHRAN, P.S. CBE 401(K) PLAN

Name: MCKENZIE ROTHWELL BARLOW & - MCKENZIE ROTHWELL BARLOW & COUGHRAN, P.S. CBE 401(K) PLAN (2015) Form 5500
Creator: MCKENZIE ROTHWELL BARLOW &
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MCKENZIE ROTHWELL BARLOW & COUGHRAN, P.S. CBE 401(K) PLAN, MCKENZIE ROTHWELL BARLOW &

MCKENZIE ROTHWELL BARLOW &EIN 91-0889948Plan #003PY 2015

1325 4TH AVE STE 910 - SEATTLE, WA 981012573206-224-9900

Other plans on this EIN

1 filing

#002Retirement-$2.5M assets

Prospect flagsHigh feesLow participant contribution

How to read this page

Total assets (EOY)

$358K

No prior year

Total participants

No prior year

Average account balance

$71,600

No prior year

Annual return

-1.59%

No prior year

Benchmarks

See 103,909 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort103,909 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$594K

Not enough data

1 years with asset history on file

Average account balance

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

$74K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$145K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+11.78%

Not enough data

1 years with return on file

Admin fee / account holder

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

$15

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 codes2F2G2T3D2E2J2R

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.
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

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
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

$2543 / participant

Other / not subdivided$13K100.0%

% of EOY assets

3.551%

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

$71,600

$127,387-43.8%

$115,038-37.8%

$125,389-42.9%

Participation rate

100.0%

84.2%+15.8pp

81.4%+18.6pp

83.2%+16.8pp

Annual return

-1.59%

31.28%-32.9pp

26.14%-27.7pp

282.24%-283.8pp

Employer contribution / active EE

$5,166-100.0%

$4,608-100.0%

$4,866-100.0%

Participant deferral / active EE

$118

$6,423-98.2%

$6,026-98.0%

$5,352-97.8%

Admin fee / account holder

$2,543

$9,516-73.3%

$8,175-68.9%

$9,541-73.4%

MCKENZIE ROTHWELL BARLOW & COUGHRAN, P.S. CBE 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MCKENZIE ROTHWELL BARLOW & COUGHRAN, P.S. CBE 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