Retirement plan

KAZAN, MCCLAIN, SATTERLEY AND GREENWOOD, A PROFESSIONAL LAW CORPORATION PROFIT SHARING PLAN

Name: KAZAN, MCCLAIN, SATTERLEY AND GREENWOOD, A PROFESS - KAZAN, MCCLAIN, SATTERLEY AND GREENWOOD, A PROFESSIONAL LAW CORPORATION PROFIT SHARING PLAN (2017) Form 5500
Creator: KAZAN, MCCLAIN, SATTERLEY AND GREENWOOD, A PROFESS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KAZAN, MCCLAIN, SATTERLEY AND GREENWOOD, A PROFESSIONAL LAW CORPORATION PROFIT SHARING PLAN, KAZAN, MCCLAIN, SATTERLEY AND GREENWOOD, A PROFESS

KAZAN, MCCLAIN, SATTERLEY AND GREENWOOD, A PROFESSEIN 94-2288805Plan #001PY 2017

JACK LONDON MARKET, 55 HARRISON STREET SUITE 400 - OAKLAND, CA 94607510-465-7728

Prospect flagsHigh feesHigh assets / participantLow participant contribution

How to read this page

Total assets (EOY)

$48.8M

+19.0% from 2016

Total participants

111

+16.8% from 2016

Average account balance

$503,513

+0.6% from 2016

Annual return

14.90%

+7.13 pp from 2016

Benchmarks

See 25,068 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort25,068 peers

Snapshot2017

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$61.93M

Not enough data

1 years with asset history on file

Average account balance

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

$746K

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.

77.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.10M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$32K

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

+15.78%

Not enough data

1 years with return on file

Admin fee / account holder

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

$46452

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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 codes2F2G2T3D2E

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.
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

3 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.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$494K

$5683 / participant

Other / not subdivided$494K100.0%

% of EOY assets

1.012%

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: -

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$503,513

$85,766+487.1%

$136,294+269.4%

$70,131+618.0%

Participation rate

83.9%

74.2%+9.8pp

81.9%+2.0pp

69.5%+14.4pp

Annual return

14.90%

31.45%-16.6pp

5155.94%-5141.0pp

73.14%-58.2pp

Employer contribution / active EE

$24,988

$2,966+742.4%

$4,695+432.2%

$2,342+966.7%

Participant deferral / active EE

$5,051-100.0%

$6,247-100.0%

$3,332-100.0%

Admin fee / account holder

$5,097

$5,420-6.0%

$9,243-44.9%

$4,645+9.7%

KAZAN, MCCLAIN, SATTERLEY AND GREENWOOD, A PROFESSIONAL LAW CORPORATION PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KAZAN, MCCLAIN, SATTERLEY AND GREENWOOD, A PROFESSIONAL LAW CORPORATION PROFIT SHARING 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