Retirement plan

PEARL CARE SEARCH GROUP 401(K) PLAN

Name: PEARL CARE SEARCH GROUP - PEARL CARE SEARCH GROUP 401(K) PLAN (2019) Form 5500
Creator: PEARL CARE SEARCH GROUP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PEARL CARE SEARCH GROUP 401(K) PLAN, PEARL CARE SEARCH GROUP

PEARL CARE SEARCH GROUPEIN 20-1229446Plan #001PY 2019

1428 W. BELMONT AVE., SUITE 1 - CHICAGO, IL 60657888-811-0529

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$99K

+109.6% from 2018

Total participants

+780.0% from 2018

Average account balance

$19,826

-58.1% from 2018

Annual return

23.73%

+23.73 pp from 2018

Benchmarks

See 4,197 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants25-99

Cohort4,197 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$276K

Not enough data

1 years with asset history on file

Average account balance

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

$25K

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.

10.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$68K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$648

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

-4.05%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2845

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 codes2E2G2J2T3D

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.
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

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

$665

$15 / participant

Other / not subdivided$665100.0%

% of EOY assets

0.671%

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

$19,826

$48,053-58.7%

$84,637-76.6%

$72,976-72.8%

Participation rate

11.4%

57.6%-46.2pp

68.2%-56.9pp

69.5%-58.1pp

Annual return

23.73%

37.39%-13.7pp

258.82%-235.1pp

81.02%-57.3pp

Employer contribution / active EE

$1,602-100.0%

$2,653-100.0%

$2,440-100.0%

Participant deferral / active EE

$929

$2,681-65.4%

$3,900-76.2%

$3,608-74.3%

Admin fee / account holder

$133

$3,395-96.1%

$4,914-97.3%

$5,124-97.4%

PEARL CARE SEARCH GROUP 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PEARL CARE SEARCH GROUP 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