Retirement plan

LEVIATHAN SECURITY GROUP INC 401(K) PROFIT SHARING PLAN AND TRUST

Name: LEVIATHAN SECURITY GROUP, INC. - LEVIATHAN SECURITY GROUP INC 401(K) PROFIT SHARING PLAN AND TRUST (2016) Form 5500
Creator: LEVIATHAN SECURITY GROUP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LEVIATHAN SECURITY GROUP INC 401(K) PROFIT SHARING PLAN AND TRUST, LEVIATHAN SECURITY GROUP, INC.

LEVIATHAN SECURITY GROUP, INC.EIN 20-4887705Plan #001PY 2016

3223 3RD AVE S, SUITE 100 - SEATTLE, WA 981341855866-452-6997LinkedIn51-200 employeescomputer & network security

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.1M

+25.9% from 2015

Total participants

+38.9% from 2015

Average account balance

$25,787

-7.1% from 2015

Annual return

8.35%

+11.08 pp from 2015

Benchmarks

See 24,581 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort24,581 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.73M

Not enough data

1 years with asset history on file

Average account balance

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

$40K

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.

145

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.

89.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$759K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+17.30%

Not enough data

1 years with return on file

Admin fee / account holder

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

$98

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

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

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

$23K

$845 / participant

Other / not subdivided$23K100.0%

% of EOY assets

2.107%

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

$25,787

$76,551-66.3%

$123,894-79.2%

$62,881-59.0%

Participation rate

70.4%

73.0%-2.6pp

81.4%-11.0pp

69.3%+1.1pp

Annual return

8.35%

18.68%-10.3pp

47.52%-39.2pp

20.14%-11.8pp

Employer contribution / active EE

$1,851

$2,882-35.8%

$4,617-59.9%

$2,281-18.8%

Participant deferral / active EE

$4,488

$4,840-7.3%

$5,984-25.0%

$3,203+40.1%

Admin fee / account holder

$543

$4,826-88.7%

$8,357-93.5%

$4,296-87.4%

LEVIATHAN SECURITY GROUP INC 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LEVIATHAN SECURITY GROUP INC 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