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 (2020) 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 2020

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)

$1.4M

+14.1% from 2019

Total participants

125

-11.3% from 2019

Average account balance

$13,044

+25.8% from 2019

Annual return

15.68%

-0.67 pp from 2019

Benchmarks

See 18,633 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,633 peers

Snapshot2020

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 INC4 years Service code 13 6300 BRIDGEPOINT PKWY · AUSTIN, TX 78730	Contract Administrator	$17,038
BAS PARTNERS2 years Service code 10 15800 PINES BLVD STE 300 · PEMBROKE PINES, FL 330271212	Accounting	$4,000
KESTRA INVESTMENT SERVICES LLC4 years Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735	Advisory (Plan)	$3,067
GREAT-WEST LIFE & ANNUITY INSURANCE1 year Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Investment Management	$1,532
GREAT-WEST LIFE & ANNUITY INSURANCE4 years Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$1,451

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

$27K

$371 / participant

Contract admin$27K100.0%

% of EOY assets

1.941%

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

Metric

This plan

Peer set

Industry

Size

Avg account balance

$13,044

$91,179-85.7%

$178,499-92.7%

$79,852-83.7%

Participation rate

75.3%

69.2%+6.1pp

81.9%-6.6pp

69.6%+5.7pp

Annual return

15.68%

24.19%-8.5pp

151.10%-135.4pp

31.72%-16.0pp

Employer contribution / active EE

$2,368

$3,256-27.3%

$5,011-52.7%

$2,471-4.2%

Participant deferral / active EE

$1,385

$3,236-57.2%

$5,202-73.4%

$3,740-63.0%

Admin fee / account holder

$253

$6,749-96.2%

$13,986-98.2%

$5,306-95.2%

Provider

Service type

Compensation

BOON ADMINISTRATIVE SERVICES INC4 years

Service code 13

6300 BRIDGEPOINT PKWY · AUSTIN, TX 78730

Contract Administrator

$17,038

BAS PARTNERS2 years

Service code 10

15800 PINES BLVD STE 300 · PEMBROKE PINES, FL 330271212

Accounting

$4,000

KESTRA INVESTMENT SERVICES LLC4 years

Filed as: KESTRA ADVISORY SERVICES LLC

Service code 27

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

Advisory (Plan)

$3,067

GREAT-WEST LIFE & ANNUITY INSURANCE1 year

Filed as: ADVISED ASSETS GROUP, LLC

Service code 28

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Investment Management

$1,532

GREAT-WEST LIFE & ANNUITY INSURANCE4 years

Service code 64

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$1,451

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