Retirement plan

ASSET PROTECTION & SECURITY SERVICES, L.P. RETIREMENT PLAN

Name: ASSET PROTECTION & SECURITY SERVICES, L.P. - ASSET PROTECTION & SECURITY SERVICES, L.P. RETIREMENT PLAN (2016) Form 5500
Creator: ASSET PROTECTION & SECURITY SERVICES, L.P.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ASSET PROTECTION & SECURITY SERVICES, L.P. RETIREMENT PLAN, ASSET PROTECTION & SECURITY SERVICES, L.P.

ASSET PROTECTION & SECURITY SERVICES, L.P.EIN 20-2622634Plan #001PY 2016

5502 BURNHAM DR - CORPUS CHRISTI, TX 784133855361-906-1552asset-security-pro.comLinkedIn201-500 employees

Prospect flagsLow assets / participantLow participant contribution

How to read this page

Total assets (EOY)

$2.8M

No prior year

Total participants

454

No prior year

Average account balance

$6,213

No prior year

Annual return

7.15%

No prior year

Benchmarks

See 631 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants250-999

Cohort631 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.61M

Not enough data

1 years with asset history on file

Average account balance

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

$14K

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.

192

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.

83.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$262K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+19.89%

Not enough data

1 years with return on file

Admin fee / account holder

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

$215

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 4 by compensation

Provider	Service type	Compensation
ADMIN3161+ years Service code 14 · EIN 81-0759783 5262 S. STAPLES ST STE 300 · CORPUS CHRISTI, TX 78411	Plan Administrator	$15,708
STONEWATER WEALTH MANAGEMENT1+ years Service code 26 · EIN 46-0638297 800 NORTH SHORELINE BLVD · CORPUS CHRISTI, TX 78401	Advisory (Participants)	$12,453
TRUST COMPANY OF AMERICA1+ years Service code 15 · EIN 84-6179726 7103 SOUTH REVERE PARKWAY · CENTENNIAL, CO 80112	Recordkeeping	$11,511
PARK FOWLER & CO., PLLC1+ years Service code 15 · EIN 74-2900323 4639 CORONA DRIVE · CORPUS CHRISTI, TX 78411	Recordkeeping	$1,750

Plan features & details

Pension benefit codes2E2F2G2J2K

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.
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.

Opportunity flags

2 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$63K

$139 / participant

Contract admin$63K100.0%

% of EOY assets

2.243%

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: PARK FOWLER & CO., PLLC
Auditor EIN: 742900323
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$6,213

$30,599-79.7%

$74,577-91.7%

$57,658-89.2%

Participation rate

100.0%

49.1%+50.9pp

68.1%+31.9pp

70.2%+29.8pp

Annual return

7.15%

14.24%-7.1pp

20.47%-13.3pp

5.13%+2.0pp

Employer contribution / active EE

$798

$1,000-20.1%

$2,525-68.4%

$1,974-59.5%

Participant deferral / active EE

$106

$1,805-94.1%

$3,458-96.9%

$3,061-96.5%

Admin fee / account holder

$139

$98+42.2%

$4,138-96.6%

$95+47.4%

Provider

Service type

Compensation

ADMIN3161+ years

Service code 14 · EIN 81-0759783

5262 S. STAPLES ST STE 300 · CORPUS CHRISTI, TX 78411

Plan Administrator

$15,708

STONEWATER WEALTH MANAGEMENT1+ years

Service code 26 · EIN 46-0638297

800 NORTH SHORELINE BLVD · CORPUS CHRISTI, TX 78401

Advisory (Participants)

$12,453

TRUST COMPANY OF AMERICA1+ years

Service code 15 · EIN 84-6179726

7103 SOUTH REVERE PARKWAY · CENTENNIAL, CO 80112

Recordkeeping

$11,511

PARK FOWLER & CO., PLLC1+ years

Service code 15 · EIN 74-2900323

4639 CORONA DRIVE · CORPUS CHRISTI, TX 78411

Recordkeeping

$1,750

ASSET PROTECTION & SECURITY SERVICES, L.P. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ASSET PROTECTION & SECURITY SERVICES, L.P. RETIREMENT 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