Retirement plan

GREGORY D. BYNUM & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

Name: GREGORY D. BYNUM & ASSOCIATES, INC. - GREGORY D. BYNUM & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN (2015) Form 5500
Creator: GREGORY D. BYNUM & ASSOCIATES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GREGORY D. BYNUM & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN, GREGORY D. BYNUM & ASSOCIATES, INC.

GREGORY D. BYNUM & ASSOCIATES, INC.EIN 95-3733916Plan #001PY 2015

5151 NORTH PALM AVENUE, SUITE 920 - FRESNO, CA 93704559-224-7656

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.6M

No prior year

Total participants

No prior year

Average account balance

$144,116

No prior year

Annual return

-1.84%

No prior year

Benchmarks

See 11,985 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort11,985 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.44M

Not enough data

1 years with asset history on file

Average account balance

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

$246K

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

$292K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$21K

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

+16.27%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6400

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 codes2E2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

$275K

$27526 / participant

Other / not subdivided$275K100.0%

% of EOY assets

17.363%

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

$144,116

$197,819-27.1%

$155,789-7.5%

$125,389+14.9%

Participation rate

80.0%

82.1%-2.1pp

76.1%+3.9pp

83.2%-3.2pp

Annual return

-1.84%

86.73%-88.6pp

71.54%-73.4pp

282.24%-284.1pp

Employer contribution / active EE

$2,597

$4,850-46.5%

$3,839-32.3%

$4,866-46.6%

Participant deferral / active EE

$8,361

$5,631+48.5%

$4,798+74.3%

$5,352+56.2%

Admin fee / account holder

$25,023

$9,544+162.2%

$7,477+234.7%

$9,541+162.3%

GREGORY D. BYNUM & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GREGORY D. BYNUM & ASSOCIATES, INC. 401(K) 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