Retirement plan

DAVID D. BOHANNON ORGANIZATION 401(K) PLAN AND TRUST

Name: DAVID D. BOHANNON ORGANIZATION - DAVID D. BOHANNON ORGANIZATION 401(K) PLAN AND TRUST (2016) Form 5500
Creator: DAVID D. BOHANNON ORGANIZATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DAVID D. BOHANNON ORGANIZATION 401(K) PLAN AND TRUST, DAVID D. BOHANNON ORGANIZATION

DAVID D. BOHANNON ORGANIZATIONEIN 94-0331090Plan #001PY 2016

60 31ST AVENUE - SAN MATEO, CA 944033404650-345-8222LinkedIn1-10 employeesreal estate

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$11.3M

+12.9% from 2015

Total participants

+4.2% from 2015

Average account balance

$164,355

+17.8% from 2015

Annual return

8.89%

+10.75 pp from 2015

Benchmarks

See 3,383 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants25-99

Cohort3,383 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$23.99M

Not enough data

1 years with asset history on file

Average account balance

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

$353K

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

$869K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$25K

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

+12.55%

Not enough data

1 years with return on file

Admin fee / account holder

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

$56028

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 codes2E2F2G2J

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.

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

$221K

$3159 / participant

Other / not subdivided$221K100.0%

% of EOY assets

1.950%

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

$164,355

$56,054+193.2%

$171,082-3.9%

$62,881+161.4%

Participation rate

91.4%

62.9%+28.6pp

76.7%+14.7pp

69.3%+22.1pp

Annual return

8.89%

22.52%-13.6pp

32.56%-23.7pp

20.14%-11.3pp

Employer contribution / active EE

$1,730

$1,731-0.1%

$4,002-56.8%

$2,281-24.2%

Participant deferral / active EE

$7,143

$3,158+126.2%

$4,797+48.9%

$3,203+123.0%

Admin fee / account holder

$3,205

$3,647-12.1%

$8,520-62.4%

$4,296-25.4%

DAVID D. BOHANNON ORGANIZATION 401(K) PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DAVID D. BOHANNON ORGANIZATION 401(K) 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