Retirement plan

ATKINS NUTRITIONALS, INC. 401(K) PROFIT SHARING PLAN

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

ATKINS NUTRITIONALS, INC.EIN 13-3587994Plan #001PY 2015

1050 17TH ST STE 1500 - DENVER, CO 802651000303-633-2842

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$8.2M

No prior year

Total participants

158

No prior year

Average account balance

$54,709

No prior year

Annual return

0.12%

No prior year

Benchmarks

See 2,111 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants100-249

Cohort2,111 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$36.87M

Not enough data

1 years with asset history on file

Average account balance

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

$112K

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.

328

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.

91.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$4.66M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+15.37%

Not enough data

1 years with return on file

Admin fee / account holder

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

$447

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 3 by compensation

Provider	Service type	Compensation
MASSACHUSETTS MUTUAL LIFE INS. CO.1+ years Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 01111	Indirect Investment Fees	$0
PENTEC, INC.1+ years Service code 13 · EIN 22-2815951 31 LIBERTY STREET · SOUTHINGTON, CT 06489	Contract Administrator	$0
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: UNITED RETIREMENT PLAN CONSULTANTS Service code 13 · EIN 04-1590850 4000 CRUMS MILL ROAD · HARRISBURG, PA 17101	Contract Administrator	$0

Plan features & details

Pension benefit codes2E2F2G2J2K3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$1K

$12 / participant

Contract admin$1K100.0%

% of EOY assets

0.014%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: GETTRY MARCUS CPA, P.C.
Auditor EIN: 133418879
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$54,709

$57,108-4.2%

$94,229-41.9%

$52,331+4.5%

Participation rate

92.0%

72.9%+19.1pp

78.8%+13.2pp

68.1%+23.9pp

Annual return

0.12%

1.47%-1.3pp

10.68%-10.6pp

4.54%-4.4pp

Employer contribution / active EE

$3,514

$1,735+102.5%

$3,587-2.0%

$1,882+86.7%

Participant deferral / active EE

$9,422

$3,040+210.0%

$4,320+118.1%

$3,022+211.8%

Admin fee / account holder

$546-98.6%

$6,269-99.9%

$592-98.7%

Provider

Service type

Compensation

MASSACHUSETTS MUTUAL LIFE INS. CO.1+ years

Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE

Service code 52 · EIN 04-1590850

1295 STATE STREET · SPRINGFIELD, MA 01111

Indirect Investment Fees

PENTEC, INC.1+ years

Service code 13 · EIN 22-2815951

31 LIBERTY STREET · SOUTHINGTON, CT 06489

Contract Administrator

EPIC RETIREMENT PLAN SERVICES1+ years

Filed as: UNITED RETIREMENT PLAN CONSULTANTS

Service code 13 · EIN 04-1590850

4000 CRUMS MILL ROAD · HARRISBURG, PA 17101

Contract Administrator

ATKINS NUTRITIONALS, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ATKINS NUTRITIONALS, 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