Retirement plan

CORE MAIONE SERVICES 401(K) PLAN AND TRUST

Name: CORE MANAGEMENT SERVICES LLC - CORE MAIONE SERVICES 401(K) PLAN AND TRUST (2017) Form 5500
Creator: CORE MANAGEMENT SERVICES LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CORE MAIONE SERVICES 401(K) PLAN AND TRUST, CORE MANAGEMENT SERVICES LLC

CORE MANAGEMENT SERVICES LLCEIN 16-1488462Plan #001PY 2017

3108 VESTAL PARKWAY SUITE 1 - VESTAL, NY 13850607-748-7794

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$2.9M

+28.2% from 2016

Total participants

-2.2% from 2016

Average account balance

$54,427

+25.8% from 2016

Annual return

17.77%

+9.29 pp from 2016

Benchmarks

See 25,068 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort25,068 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.50M

Not enough data

1 years with asset history on file

Average account balance

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

$155K

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.

41.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$521K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+16.58%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1523

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 codes2E2G2J2T3B3D3H

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.
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$15K

$181 / participant

Other / not subdivided$15K100.0%

% of EOY assets

0.498%

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

$54,427

$85,766-36.5%

$136,297-60.1%

$70,124-22.4%

Participation rate

55.6%

74.2%-18.6pp

81.9%-26.4pp

69.5%-14.0pp

Annual return

17.77%

31.45%-13.7pp

5156.19%-5138.4pp

73.14%-55.4pp

Employer contribution / active EE

$904

$2,966-69.5%

$4,696-80.7%

$2,342-61.4%

Participant deferral / active EE

$2,192

$5,051-56.6%

$6,247-64.9%

$3,332-34.2%

Admin fee / account holder

$271

$5,420-95.0%

$9,244-97.1%

$4,645-94.2%

CORE MAIONE SERVICES 401(K) PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CORE MAIONE SERVICES 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