Retirement plan

LANDYE BENNETT BLUMSTEIN, LLP 401K PLAN

Name: LANDYE BENNETT BLUMSTEIN, LLP - LANDYE BENNETT BLUMSTEIN, LLP 401K PLAN (2018) Form 5500
Creator: LANDYE BENNETT BLUMSTEIN, LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LANDYE BENNETT BLUMSTEIN, LLP 401K PLAN, LANDYE BENNETT BLUMSTEIN, LLP

LANDYE BENNETT BLUMSTEIN, LLPEIN 93-0659437Plan #002PY 2018

1300 SW FIFTH STE 3600 - PORTLAND, OR 972015621503-224-4100lbblawyers.comLinkedIn11-50 employeeslegal services

Other plans on this EIN

1 filing

#001Retirement-$20.0M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$5.2M

+0.9% from 2017

Total participants

+8.2% from 2017

Average account balance

$88,518

-9.4% from 2017

Annual return

-5.16%

-24.30 pp from 2017

Benchmarks

See 25,535 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort25,535 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$12.40M

Not enough data

1 years with asset history on file

Average account balance

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

$225K

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.

196.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$472K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+11.06%

Not enough data

1 years with return on file

Admin fee / account holder

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

$32223

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

1 tripped

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

$146K

$1850 / participant

Other / not subdivided$146K100.0%

% of EOY assets

2.798%

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

$88,518

$77,817+13.8%

$123,553-28.4%

$64,173+37.9%

Participation rate

74.7%

74.7%0pp

82.3%-7.6pp

69.6%+5.1pp

Annual return

-5.16%

12.49%-17.6pp

119.21%-124.4pp

7.63%-12.8pp

Employer contribution / active EE

$3,014-100.0%

$4,628-100.0%

$2,381-100.0%

Participant deferral / active EE

$5,805

$5,240+10.8%

$6,426-9.7%

$3,470+67.3%

Admin fee / account holder

$2,477

$5,519-55.1%

$9,284-73.3%

$4,887-49.3%

LANDYE BENNETT BLUMSTEIN, LLP 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LANDYE BENNETT BLUMSTEIN, LLP 401K 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