Retirement plan

COMPINTELLIGENCE 401(K) PLAN

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

COMPINTELLIGENCE INCEIN 06-1721843Plan #001PY 2016

56 DRIFTWAY LANE - NEW CANAAN, CT 06840203-273-3160compintelligence.comLinkedIn51-200 employeesfinancial services

Prospect flagsLow returnsLow participation

How to read this page

Total assets (EOY)

$1.5M

+20.6% from 2015

Total participants

+17.1% from 2015

Average account balance

$45,681

+2.4% from 2015

Annual return

5.26%

+6.88 pp from 2015

Benchmarks

See 24,581 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort24,581 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.09M

Not enough data

1 years with asset history on file

Average account balance

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

$79K

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.

97.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.14M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+15.79%

Not enough data

1 years with return on file

Admin fee / account holder

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

$9349

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$6K

$151 / participant

Other / not subdivided$6K100.0%

% of EOY assets

0.380%

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

$45,681

$76,551-40.3%

$123,894-63.1%

$62,881-27.4%

Participation rate

60.5%

73.0%-12.5pp

81.4%-20.9pp

69.3%-8.8pp

Annual return

5.26%

18.68%-13.4pp

47.52%-42.3pp

20.14%-14.9pp

Employer contribution / active EE

$1,588

$2,882-44.9%

$4,617-65.6%

$2,281-30.4%

Participant deferral / active EE

$3,597

$4,840-25.7%

$5,984-39.9%

$3,203+12.3%

Admin fee / account holder

$174

$4,826-96.4%

$8,357-97.9%

$4,296-96.0%

COMPINTELLIGENCE 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COMPINTELLIGENCE 401(K) 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