Retirement plan

QUEST CONSULTING SERVICES, LLC 401(K) PROFIT SHARING PLAN AND TRUST

Name: QUEST CONSULTING SERVICES, LLC - QUEST CONSULTING SERVICES, LLC 401(K) PROFIT SHARING PLAN AND TRUST (2016) Form 5500
Creator: QUEST CONSULTING SERVICES, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, QUEST CONSULTING SERVICES, LLC 401(K) PROFIT SHARING PLAN AND TRUST, QUEST CONSULTING SERVICES, LLC

QUEST CONSULTING SERVICES, LLCEIN 20-2144888Plan #002PY 2016

927 ROUTE 910, SUITE 100 - CHESWICK, PA 15024412-767-4300questpgh.comLinkedIn1-10 employeesstaffing and recruiting

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$793K

+4.6% from 2015

Total participants

0.0% from 2015

Average account balance

$198,230

+4.6% from 2015

Annual return

0.90%

+0.42 pp from 2015

Benchmarks

See 113,086 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort113,086 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.15M

Not enough data

1 years with asset history on file

Average account balance

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

$382K

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.

75.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+15.32%

Not enough data

1 years with return on file

Admin fee / account holder

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

$36893

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 codes2E2F2G2J2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$46K

$11510 / participant

Other / not subdivided$46K100.0%

% of EOY assets

5.806%

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

$198,230

$135,956+45.8%

$123,894+60.0%

$273,972-27.6%

Participation rate

100.0%

84.1%+15.9pp

81.4%+18.6pp

83.0%+17.0pp

Annual return

0.90%

56.63%-55.7pp

47.52%-46.6pp

41.46%-40.6pp

Employer contribution / active EE

$1,005

$5,170-80.6%

$4,617-78.2%

$4,869-79.4%

Participant deferral / active EE

$6,000

$6,343-5.4%

$5,984+0.3%

$5,287+13.5%

Admin fee / account holder

$11,510

$9,817+17.2%

$8,357+37.7%

$10,133+13.6%

QUEST CONSULTING SERVICES, LLC 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

QUEST CONSULTING SERVICES, 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