Retirement plan

THE MILLER/HULL PARTNERSHIP, LLP 401(K) RETIREMENT PLAN

Name: THE MILLER/HULL PARTNERSHIP, LLP - THE MILLER/HULL PARTNERSHIP, LLP 401(K) RETIREMENT PLAN (2018) Form 5500
Creator: THE MILLER/HULL PARTNERSHIP, LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE MILLER/HULL PARTNERSHIP, LLP 401(K) RETIREMENT PLAN, THE MILLER/HULL PARTNERSHIP, LLP

THE MILLER/HULL PARTNERSHIP, LLPEIN 91-1110925Plan #001PY 2018

71 COLUMBIA ST, 6TH FLOOR - SEATTLE, WA 98104206-254-2026millerhull.comLinkedIn51-200 employeesarchitecture & planning

Prospect flagsLow employer contributionLow participant contribution

How to read this page

Total assets (EOY)

$16.7M

+2.4% from 2017

Total participants

134

+7.2% from 2017

Average account balance

$127,597

-2.3% from 2017

Annual return

-4.94%

-29.18 pp from 2017

Benchmarks

See 475 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Cohort475 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$48.52M

Not enough data

1 years with asset history on file

Average account balance

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

$300K

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.

162

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.

97.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.14M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$23K

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

+19.25%

Not enough data

1 years with return on file

Admin fee / account holder

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

$240

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

Top 4 by compensation

Provider	Service type	Compensation
USI CONSULTING GROUP1 year Filed as: USI ADVISORS, INC. Service code 26 · EIN 06-1397347	Advisory (Participants)	$30,000
USI CONSULTING GROUP1 year Service code 15 · EIN 06-1053228	Recordkeeping	$7,540
CHARLES SCHWAB & CO., INC.1 year Filed as: CHARLES SCHWAB BANK/TRUST COMPANY Service code 18 · EIN 42-1558009	Custodial (other than securities); Cu...	$6,952
CHARLES SCHWAB & CO., INC.1 year Service code 18 · EIN 94-1737782	Custodial (other than securities); Cu...	$0

Plan features & details

Pension benefit codes2E2F2G2J2K2T3B

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.
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.

Opportunity flags

2 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$38K

$379 / participant

Investment mgmt$30K79.9%
Other / not subdivided$8K20.1%

% of EOY assets

0.225%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: SWEENEY CONRAD, P.S.
Auditor EIN: 913101672
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$127,597

$206,359-38.2%

$123,552+3.3%

Participation rate

97.0%

72.1%+24.8pp

82.3%+14.7pp

Annual return

-4.94%

-5.77%+0.8pp

119.20%-124.1pp

Employer contribution / active EE

$9,576

$2,538+277.4%

$4,628+106.9%

Participant deferral / active EE

$8,272

$5,785+43.0%

$6,426+28.7%

Admin fee / account holder

$287

$21,386-98.7%

$9,285-96.9%

Provider

Service type

Compensation

USI CONSULTING GROUP1 year

Filed as: USI ADVISORS, INC.

Service code 26 · EIN 06-1397347

Advisory (Participants)

$30,000

USI CONSULTING GROUP1 year

Service code 15 · EIN 06-1053228

Recordkeeping

$7,540

CHARLES SCHWAB & CO., INC.1 year

Filed as: CHARLES SCHWAB BANK/TRUST COMPANY

Service code 18 · EIN 42-1558009

Custodial (other than securities); Cu...

$6,952

CHARLES SCHWAB & CO., INC.1 year

Service code 18 · EIN 94-1737782

Custodial (other than securities); Cu...

THE MILLER/HULL PARTNERSHIP, LLP 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE MILLER/HULL PARTNERSHIP, LLP 401(K) RETIREMENT 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