Retirement plan

FETCH, INC. 401(K) PLAN

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

FETCH, INC.EIN 13-4264009Plan #001PY 2016

3805 WEST CHESTER PIKE, SUITE 240 - NEWTOWN SQUARE, PA 19073866-467-3875

Prospect flagsLow participationLow assets / participantLow participant contributionRecently reached 100 employeesFailed to transmit contributions

How to read this page

Total assets (EOY)

$1.1M

+54.8% from 2015

Total participants

216

+20.7% from 2015

Average account balance

$10,160

+12.6% from 2015

Annual return

34.15%

+27.33 pp from 2015

Benchmarks

See 2,214 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants100-249

Cohort2,214 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$12.12M

Not enough data

1 years with asset history on file

Average account balance

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

$29K

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.

415

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.

86.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.69M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+17.84%

Not enough data

1 years with return on file

Admin fee / account holder

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

$343

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 1 by compensation

Provider	Service type	Compensation
LONGVIEW PARTNERS2+ years Filed as: LONGVIEW FINANCIALS Service code 26 3560 QUAKERBRIDGE ROAD · MERCERVILLE, NJ 08619	Advisory (Participants)	$7,889

Plan features & details

Pension benefit codes2E2J2K2F2G3D

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.

Opportunity flags

5 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
InformationalRecently reached 100 employees
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.

Expense breakdown

Schedule H Part II

Admin total

$10K

$56 / participant

Investment mgmt$8K77.5%
Other / not subdivided$2K22.5%

% of EOY assets

0.911%

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: BDO USA, LLP
Auditor EIN: 135381590
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$10,160

$74,089-86.3%

$133,975-92.4%

$55,167-81.6%

Participation rate

42.1%

84.3%-42.2pp

87.1%-45.0pp

69.0%-26.9pp

Annual return

34.15%

12.11%+22.0pp

29.29%+4.9pp

169.23%-135.1pp

Employer contribution / active EE

$3,064-100.0%

$5,211-100.0%

$1,963-100.0%

Participant deferral / active EE

$1,213

$4,678-74.1%

$6,282-80.7%

$3,054-60.3%

Admin fee / account holder

$93

$458-79.8%

$9,324-99.0%

$504-81.6%

Provider

Service type

Compensation

LONGVIEW PARTNERS2+ years

Filed as: LONGVIEW FINANCIALS

Service code 26

3560 QUAKERBRIDGE ROAD · MERCERVILLE, NJ 08619

Advisory (Participants)

$7,889

FETCH, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FETCH, INC. 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