Retirement plan

MANAGEMENT SEARCH, INC. 401(K) PLAN AND TRUST

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

MANAGEMENT SEARCH, INC.EIN 04-2796527Plan #001PY 2016

201 PARK AVENUE - WEST SPRINGFIELD, MA 01089413-732-2384msi1.comLinkedIn11-50 employeesstaffing and recruiting

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.7M

+18.5% from 2015

Total participants

0.0% from 2015

Average account balance

$245,854

+18.5% from 2015

Annual return

13.03%

+12.26 pp from 2015

Benchmarks

See 113,086 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort113,086 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.22M

Not enough data

1 years with asset history on file

Average account balance

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

$2.1M

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

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+21.28%

Not enough data

1 years with return on file

Admin fee / account holder

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

$97443

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$90

$15 / participant

Other / not subdivided$90100.0%

% of EOY assets

0.005%

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

$245,854

$135,956+80.8%

$123,894+98.4%

$273,972-10.3%

Participation rate

100.0%

84.1%+15.9pp

81.4%+18.6pp

83.0%+17.0pp

Annual return

13.03%

56.63%-43.6pp

47.52%-34.5pp

41.46%-28.4pp

Employer contribution / active EE

$3,663

$5,170-29.1%

$4,617-20.7%

$4,869-24.8%

Participant deferral / active EE

$9,506

$6,343+49.9%

$5,984+58.8%

$5,287+79.8%

Admin fee / account holder

$13

$9,817-99.9%

$8,357-99.8%

$10,133-99.9%

MANAGEMENT SEARCH, INC. 401(K) PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MANAGEMENT SEARCH, INC. 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