Retirement plan

SHARED SUPPORT INC. 401(K) PLAN

Name: SHARED SUPPORT INC. - SHARED SUPPORT INC. 401(K) PLAN (2015) Form 5500
Creator: SHARED SUPPORT INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SHARED SUPPORT INC. 401(K) PLAN, SHARED SUPPORT INC.

SHARED SUPPORT INC.EIN 20-2881218Plan #001PY 2015

218 BRIDGE AVENUE - SUNBURY, PA 17801570-286-4982LinkedIn201-500 employeeshospital & health care

Prospect flagsLow returnsLow participation

How to read this page

Total assets (EOY)

$1.1M

No prior year

Total participants

126

No prior year

Average account balance

$14,002

No prior year

Annual return

-2.11%

No prior year

Benchmarks

See 4,452 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort4,452 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.93M

Not enough data

1 years with asset history on file

Average account balance

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

$39K

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.

151

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.

58.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$697K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+12.61%

Not enough data

1 years with return on file

Admin fee / account holder

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

$190

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 7 by compensation

Provider	Service type	Compensation
MASSACHUSETTS MUTUAL LIFE INS. CO.1+ years Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850	Indirect Investment Fees	$9,019
MASSACHUSETTS MUTUAL LIFE INS. CO.1+ years Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 53	Insurance Commissions	$2,911
CETERA ADVISOR NETWORKS LLC1+ years Filed as: CETERA ADVISOR NETWORKS INS SVC LLC Service code 53 · EIN 33-0232417	Insurance Commissions	$0
MASSACHUSETTS MUTUAL LIFE INS. CO.1+ years Filed as: MASSACHISETTS MUTUAL LIFE INS CO Service code 60	Sub-TA Fees	$0
MASSACHUSETTS MUTUAL LIFE INS. CO.1+ years Filed as: MASSACHUSETTS LIFE INS CO Service code 72	Other investment fees and expenses	$0
MASSACHUSETTS MUTUAL LIFE INS. CO.1+ years Filed as: MASSACHUSETTS MUTUAL INS CO Service code 72	Other investment fees and expenses	$0
MASSACHUSETTS MUTUAL LIFE INS. CO.1+ years Filed as: MASSACHUSETTS MUTUAL LOFE INS CO Service code 72	Other investment fees and expenses	$0

Plan features & details

Pension benefit codes2E2F2G2J2K2T3D2A

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$9K

$74 / participant

Other / not subdivided$9K100.0%

% of EOY assets

0.829%

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: LISA RITTER, MAHER DUESSEL
Auditor EIN: 251622758
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$14,002

$46,360-69.8%

$147,617-90.5%

$52,331-73.2%

Participation rate

59.5%

64.9%-5.4pp

84.6%-25.1pp

68.1%-8.6pp

Annual return

-2.11%

1.62%-3.7pp

61.98%-64.1pp

4.54%-6.7pp

Employer contribution / active EE

$924

$2,126-56.5%

$5,564-83.4%

$1,882-50.9%

Participant deferral / active EE

$1,512

$2,258-33.0%

$4,895-69.1%

$3,022-50.0%

Admin fee / account holder

$116

$766-84.8%

$11,612-99.0%

$592-80.4%

Provider

Service type

Compensation

MASSACHUSETTS MUTUAL LIFE INS. CO.1+ years

Filed as: MASSACHUSETTS MUTUAL LIFE INS CO

Service code 52 · EIN 04-1590850

Indirect Investment Fees

$9,019

MASSACHUSETTS MUTUAL LIFE INS. CO.1+ years

Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE

Service code 53

Insurance Commissions

$2,911

CETERA ADVISOR NETWORKS LLC1+ years

Filed as: CETERA ADVISOR NETWORKS INS SVC LLC

Service code 53 · EIN 33-0232417

Insurance Commissions

MASSACHUSETTS MUTUAL LIFE INS. CO.1+ years

Filed as: MASSACHISETTS MUTUAL LIFE INS CO

Service code 60

Sub-TA Fees

MASSACHUSETTS MUTUAL LIFE INS. CO.1+ years

Filed as: MASSACHUSETTS LIFE INS CO

Service code 72

Other investment fees and expenses

MASSACHUSETTS MUTUAL LIFE INS. CO.1+ years

Filed as: MASSACHUSETTS MUTUAL INS CO

Service code 72

Other investment fees and expenses

MASSACHUSETTS MUTUAL LIFE INS. CO.1+ years

Filed as: MASSACHUSETTS MUTUAL LOFE INS CO

Service code 72

Other investment fees and expenses

SHARED SUPPORT INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SHARED SUPPORT 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