Powered by OnlyBoth

Benchmarking Rissman, Barrett, Hurt, Donahue, McLain & Mangan, P.A. Employees' Savings Trust in Orlando, FL against all plans

 

Rissman, Barrett, Hurt, Donahue, McLain & Mangan, P.A. Employees' Savings Trust in Orlando, FL has the 5th-lowest yield on beginning-of-plan-year total assets (10.02%) among the 151 plans within 50 miles. That 10.02% compares to an average of 14.12% across those 151 plans.

Reaching the average of 14.12% would imply an extra $1,566,098 in net earnings on investments.

Note: yield on beginning-of-plan-year total assets =
(100 * net earnings on investments) รท total assets at beginning of plan year

Rissman, Barrett, Hurt, Donahue, McLain & Mangan, P.A. Employees' Savings Trust has these standings among those 151 peer plans:

  • yield on beginning-of-plan-year total assets = 10.02% (5th-lowest)

  • net earnings on investments = $3,829,669 (32nd-highest)

  • total assets at beginning of plan year = $38,217,836 (11th-most)

and these values satisfy the maximum allowed for calculating yield from beginning assets:

  • asset transfers to this plan = $0

  • asset transfers from this plan = $0

and these values provide further relevant context:

  • cash contributions from participants = $1,258,023

  • cash contributions from employers = $360,064

  • total contributions = $1,663,105

Visualize

 
 

Peers

better than McCoy Federal Credit Union 401(K) Plan in Orlando, FL (8.02%), 401(K)/Profit Sharing Plan for Employees of Dean, Mead, Egerton, Bloodworth, Capouano & Bozarth, P.A. in Orlando, FL (9.41%), Correct Craft Holding Company Retirement Plan in Orlando, FL (9.71%), and Sunniland Corporate Cash Or Deferred Profit Sharing Plan in Sanford, FL (10.01%).

trailed The Retirement Plan for Employees of Florida Cardiology, P.A. in Winter Park, FL (10.12%), Southeastern Archaeological Research, Inc. 401(K) Plan in Orlando, FL (10.62%), Craig Technologies, Inc. 401(K) Savings Plan in Merritt Island, FL (10.79%), and Carroll Distributing Company Employee Benefit Plan in Melbourne, FL (10.82%), and others, ending with Gastroenterology Associates of Central Florida, P.A. 401k Plan in Orlando, FL (23.97%).

References

  1. within 50 miles.

    • The Latitude and Longitude data used by this application were obtained from the Google Map's geolocation API service.
    • In rare cases, the geolocation isn't found, typically because a street address is missing or incorrect, a zipcode isn't correct or omits a leading zero, or other detail. In such rare cases, the Google Maps service was used manually to identify the correct or likely office latitude and longtidue, with a preference to physical addresses rather than mailing addresses such as a post office box.

    Except where noted, all data come from the 25-October-2023 updates to the year-2021 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
  2. yield on beginning-of-plan-year total assets. Higher values are better. To qualify, the total assets at the beginning of the plan year must be above zero, and either (1) both the asset transfers to the plan and asset transfers from the plan during the plan year must be zero, or (2) the sum of the absolute values of both asset transfers must be less than 1% of the total assets at the beginning of the plan year. If it qualifies, the yield on beginning-of-plan-year total assets (as a percentage) equals net earnings on investments divided by total assets at the beginning of the plan year, times 100. The above quantities are all from Schedule H: Assets transfer to the plan is Line 2l(1). Assets transfer from the plan is Line 2l(2). Net earnings on investments is the sum of the ten column (b) entries from 2b, minus investment advisory and management fees (Line 2i(3)). Total assets at the beginning of the plan year is Line 1f(a). Except where noted, all data come from the 25-October-2023 updates to the year-2021 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.