Retirement plan

FORDHAM GOODFELLOW LLP 401K PROFIT SHARING PLAN AND TRUST

Name: FORDHAM GOODFELLOW, LLP - FORDHAM GOODFELLOW LLP 401K PROFIT SHARING PLAN AND TRUST (2018) Form 5500
Creator: FORDHAM GOODFELLOW, LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FORDHAM GOODFELLOW LLP 401K PROFIT SHARING PLAN AND TRUST, FORDHAM GOODFELLOW, LLP

FORDHAM GOODFELLOW, LLPEIN 93-1298398Plan #001PY 2018

233 SE SECOND AVENUE - HILLSBORO, OR 97123503-648-6651

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$3.6M

-3.4% from 2017

Total participants

+17.6% from 2017

Average account balance

$191,634

-13.6% from 2017

Annual return

-6.63%

-20.24 pp from 2017

Benchmarks

See 116,760 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort116,760 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.77M

Not enough data

1 years with asset history on file

Average account balance

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

$146K

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

$176K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+11.82%

Not enough data

1 years with return on file

Admin fee / account holder

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

$31686

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 codes2E2G2J

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.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$46K

$2859 / participant

Other / not subdivided$46K100.0%

% of EOY assets

1.257%

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

$191,634

$138,072+38.8%

$123,549+55.1%

$135,382+41.6%

Participation rate

93.8%

84.7%+9.0pp

82.3%+11.5pp

82.6%+11.1pp

Annual return

-6.63%

153.69%-160.3pp

119.20%-125.8pp

519.77%-526.4pp

Employer contribution / active EE

$2,171

$5,152-57.9%

$4,628-53.1%

$4,779-54.6%

Participant deferral / active EE

$8,269

$6,799+21.6%

$6,426+28.7%

$5,609+47.4%

Admin fee / account holder

$2,408

$10,917-77.9%

$9,284-74.1%

$10,829-77.8%

FORDHAM GOODFELLOW LLP 401K PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FORDHAM GOODFELLOW LLP 401K PROFIT SHARING PLAN AND TRUST

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