Retirement plan

EDMOND BABAYAN & ASSOCIATES INC 401(K) PS SAFE HARBOR PLAN

Name: EDMOND BABAYAN & ASSOCIATES, INC. - EDMOND BABAYAN & ASSOCIATES INC 401(K) PS SAFE HARBOR PLAN (2018) Form 5500
Creator: EDMOND BABAYAN & ASSOCIATES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EDMOND BABAYAN & ASSOCIATES INC 401(K) PS SAFE HARBOR PLAN, EDMOND BABAYAN & ASSOCIATES, INC.

EDMOND BABAYAN & ASSOCIATES, INC.EIN 95-4581822Plan #001PY 2018

635 WEST BROADWAY - GLENDALE, CA 91204818-243-1400LinkedIn11-50 employeesconstruction

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$876K

+28.2% from 2017

Total participants

-18.2% from 2017

Average account balance

$97,284

+56.6% from 2017

Annual return

67.91%

+58.29 pp from 2017

Benchmarks

See 38,940 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort38,940 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.20M

Not enough data

1 years with asset history on file

Average account balance

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

$172K

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.

175.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$35K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+12.85%

Not enough data

1 years with return on file

Admin fee / account holder

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

$81562

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 codes2E2J3D

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.
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

$353K

$44097 / participant

Other / not subdivided$353K100.0%

% of EOY assets

40.292%

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

$97,284

$97,732-0.5%

$83,831+16.0%

$135,380-28.1%

Participation rate

100.0%

80.0%+20.0pp

76.1%+23.9pp

82.6%+17.4pp

Annual return

67.91%

1287.56%-1219.6pp

850.99%-783.1pp

519.81%-451.9pp

Employer contribution / active EE

$2,659

$4,222-37.0%

$3,631-26.8%

$4,779-44.4%

Participant deferral / active EE

$6,986

$4,683+49.2%

$4,082+71.1%

$5,609+24.6%

Admin fee / account holder

$39,197

$6,675+487.3%

$5,479+615.4%

$10,828+262.0%

EDMOND BABAYAN & ASSOCIATES INC 401(K) PS SAFE HARBOR PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EDMOND BABAYAN & ASSOCIATES INC 401(K) PS SAFE HARBOR 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