Retirement plan

FRONTLINE NATIONAL LLC 401(K) PROFIT SHARING PLAN AND TRUST

Name: FRONTLINE NATIONAL LLC - FRONTLINE NATIONAL LLC 401(K) PROFIT SHARING PLAN AND TRUST (2019) Form 5500
Creator: FRONTLINE NATIONAL LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FRONTLINE NATIONAL LLC 401(K) PROFIT SHARING PLAN AND TRUST, FRONTLINE NATIONAL LLC

FRONTLINE NATIONAL LLCEIN 16-1700726Plan #001PY 2019

502 TECHNE CENTER DR SUITE G - MILFORD, OH 45150513-528-7823frontlinenational.comLinkedIn51-200 employeesstaffing and recruiting

Prospect flagsLow assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$1.2M

+34.5% from 2018

Total participants

141

+0.7% from 2018

Average account balance

$10,367

+33.4% from 2018

Annual return

16.35%

+25.33 pp from 2018

Benchmarks

See 5,342 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,342 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.45M

Not enough data

1 years with asset history on file

Average account balance

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

$10K

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.

139

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.

88.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$233K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+9.79%

Not enough data

1 years with return on file

Admin fee / account holder

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

$205

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 5 by compensation

Provider	Service type	Compensation
BOON ADMINISTRATIVE SERVICES INC3 years Service code 13 6300 BRIDGEPOINT PKWY · AUSTIN, TX 78730	Contract Administrator	$15,012
BAS PARTNERS1 year Service code 10 17446 SW 29 COURT · MIRAMAR, FL 33029	Accounting	$7,999
KESTRA INVESTMENT SERVICES LLC3 years Filed as: KESTRA ADVISORY SERVICES LLC Service code 99 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735	Other Fees	$2,742
GREAT-WEST LIFE & ANNUITY INSURANCE3 years Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$1,300
GREAT-WEST LIFE & ANNUITY INSURANCE1 year Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Investment Management	$1,290

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

$28K

$246 / participant

Investment mgmt$1K4.6%
Contract admin$16K57.6%
Other / not subdivided$11K37.9%

% of EOY assets

2.317%

all-in expense ratio

Categories reported

2 / 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: BAS PARTNERS
Auditor EIN: 208779390
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$10,367

$52,961-80.4%

$172,755-94.0%

$65,185-84.1%

Participation rate

80.0%

66.2%+13.8pp

82.6%-2.6pp

70.2%+9.8pp

Annual return

16.35%

30.12%-13.8pp

802.94%-786.6pp

29.38%-13.0pp

Employer contribution / active EE

$2,027

$2,190-7.5%

$5,144-60.6%

$2,177-6.9%

Participant deferral / active EE

$1,207

$2,471-51.1%

$5,198-76.8%

$3,514-65.6%

Admin fee / account holder

$240

$472-49.1%

$13,955-98.3%

$847-71.6%

Provider

Service type

Compensation

BOON ADMINISTRATIVE SERVICES INC3 years

Service code 13

6300 BRIDGEPOINT PKWY · AUSTIN, TX 78730

Contract Administrator

$15,012

BAS PARTNERS1 year

Service code 10

17446 SW 29 COURT · MIRAMAR, FL 33029

Accounting

$7,999

KESTRA INVESTMENT SERVICES LLC3 years

Filed as: KESTRA ADVISORY SERVICES LLC

Service code 99

5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735

Other Fees

$2,742

GREAT-WEST LIFE & ANNUITY INSURANCE3 years

Service code 64

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$1,300

GREAT-WEST LIFE & ANNUITY INSURANCE1 year

Filed as: ADVISED ASSETS GROUP

Service code 28

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Investment Management

$1,290

FRONTLINE NATIONAL LLC 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FRONTLINE NATIONAL LLC 401(K) PROFIT SHARING 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