Retirement plan

FRONTAGE LABORATORIES INC. 401(K) PLAN

Name: FRONTAGE LABORATORIES, INC. - FRONTAGE LABORATORIES INC. 401(K) PLAN (2017) Form 5500
Creator: FRONTAGE LABORATORIES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FRONTAGE LABORATORIES INC. 401(K) PLAN, FRONTAGE LABORATORIES, INC.

FRONTAGE LABORATORIES, INC.EIN 20-1027574Plan #001PY 2017

700 PENNSYLVANIA DRIVE - EXTON, PA 19341610-232-0100frontagelab.comLinkedIn501-1000 employeesresearch

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$14.2M

+31.5% from 2016

Total participants

408

+19.6% from 2016

Average account balance

$43,149

+7.8% from 2016

Annual return

17.88%

+9.95 pp from 2016

Benchmarks

See 2,615 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort2,615 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$62.85M

Not enough data

1 years with asset history on file

Average account balance

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

$84K

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.

749

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.

75.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$8.36M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+17.06%

Not enough data

1 years with return on file

Admin fee / account holder

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

$183

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 2 by compensation

Provider	Service type	Compensation
MORNINGSTAR3+ years Service code 27 · EIN 36-3297908	Advisory (Plan)	$0
VALLEY FORGE INVESTMENT CONSULTANTS1 year Service code 99 · EIN 71-0294708 1030 OLD VALLEY FORGE ROAD · KING OF PRUSSIA, PA 19406	Other Fees	$0

Plan features & details

Pension benefit codes3H2G2J3D2E2K

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.
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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$2K

$6 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.012%

all-in expense ratio

Categories reported

0 / 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: KREISCHER MILLER
Auditor EIN: 231980475
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$43,149

$155,795-72.3%

$136,297-68.3%

$69,631-38.0%

Participation rate

71.1%

75.2%-4.1pp

81.9%-10.8pp

70.7%+0.4pp

Annual return

17.88%

232464.33%-232446.5pp

5156.19%-5138.3pp

27571.02%-27553.1pp

Employer contribution / active EE

$982

$2,991-67.2%

$4,696-79.1%

$2,032-51.7%

Participant deferral / active EE

$5,667

$5,394+5.1%

$6,247-9.3%

$3,224+75.8%

Admin fee / account holder

$128-95.8%

$9,244-99.9%

$110-95.1%

Provider

Service type

Compensation

MORNINGSTAR3+ years

Service code 27 · EIN 36-3297908

Advisory (Plan)

VALLEY FORGE INVESTMENT CONSULTANTS1 year

Service code 99 · EIN 71-0294708

1030 OLD VALLEY FORGE ROAD · KING OF PRUSSIA, PA 19406

Other Fees

FRONTAGE LABORATORIES INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FRONTAGE LABORATORIES 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