Retirement plan

URESIL, LLC SAFE HARBOR 401(K) PLAN

Name: URESIL, LLC - URESIL, LLC SAFE HARBOR 401(K) PLAN (2016) Form 5500
Creator: URESIL, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, URESIL, LLC SAFE HARBOR 401(K) PLAN, URESIL, LLC

URESIL, LLCEIN 20-1286856Plan #002PY 2016

5418 WEST TOUHY AVENUE - SKOKIE, IL 60077847-982-0200uresil.comLinkedIn51-200 employeesmedical devices

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$4.4M

+11.9% from 2015

Total participants

+4.2% from 2015

Average account balance

$105,739

+6.6% from 2015

Annual return

5.94%

+6.71 pp from 2015

Benchmarks

See 15,087 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort15,087 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.16M

Not enough data

1 years with asset history on file

Average account balance

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

$143K

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.

76.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$290K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+7.95%

Not enough data

1 years with return on file

Admin fee / account holder

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

$14755

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 codes2E2G2J3D

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.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$127K

$3164 / participant

Other / not subdivided$127K100.0%

% of EOY assets

2.850%

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

$105,739

$60,349+75.2%

$74,184+42.5%

$62,881+68.2%

Participation rate

80.0%

72.7%+7.3pp

76.6%+3.4pp

69.3%+10.7pp

Annual return

5.94%

21.38%-15.4pp

17.74%-11.8pp

20.14%-14.2pp

Employer contribution / active EE

$3,126

$1,680+86.0%

$2,370+31.9%

$2,281+37.1%

Participant deferral / active EE

$5,740

$2,856+101.0%

$3,550+61.7%

$3,203+79.2%

Admin fee / account holder

$3,013

$4,261-29.3%

$5,586-46.1%

$4,296-29.9%

URESIL, LLC SAFE HARBOR 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

URESIL, LLC SAFE HARBOR 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