Retirement plan

EVALUESERVE INC 401 K PROFIT SHARING PLAN TRUST

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

EVALUESERVE INCEIN 13-4149850Plan #001PY 2015

PO BOX 2037 - SARATOGA, CA 950700037408-715-7885

Prospect flagsLow assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$2.2M

No prior year

Total participants

126

No prior year

Average account balance

$18,310

No prior year

Annual return

0.65%

No prior year

Benchmarks

See 825 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants100-249

Cohort825 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$12.44M

Not enough data

1 years with asset history on file

Average account balance

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

$65K

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.

191

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.

95.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.51M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+18.67%

Not enough data

1 years with return on file

Admin fee / account holder

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

$253

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

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 codes2E2F2G2J2T3D

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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 assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$31K

$308 / participant

Other / not subdivided$31K100.0%

% of EOY assets

1.414%

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

$18,310

$48,313-62.1%

$73,309-75.0%

$52,331-65.0%

Participation rate

94.1%

68.6%+25.5pp

74.9%+19.1pp

68.1%+26.0pp

Annual return

0.65%

3.85%-3.2pp

5.67%-5.0pp

4.54%-3.9pp

Employer contribution / active EE

$2,729

$1,661+64.3%

$3,237-15.7%

$1,882+45.0%

Participant deferral / active EE

$3,530

$4,189-15.7%

$4,991-29.3%

$3,022+16.8%

Admin fee / account holder

$259

$404-35.9%

$5,635-95.4%

$592-56.2%

EVALUESERVE INC 401 K PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EVALUESERVE INC 401 K PROFIT SHARING PLAN 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