Retirement plan

ADVANCED INTEGRATED CONTROLS 401(K) PLAN

Name: ADVANCED INTEGRATED CONTROLS - ADVANCED INTEGRATED CONTROLS 401(K) PLAN (2018) Form 5500
Creator: ADVANCED INTEGRATED CONTROLS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ADVANCED INTEGRATED CONTROLS 401(K) PLAN, ADVANCED INTEGRATED CONTROLS

ADVANCED INTEGRATED CONTROLSEIN 20-5223223Plan #001PY 2018

365 RED CEDAR ST UNIT 301 - BLUFFTON, SC 299108912843-683-1974hiltonheadhometheater.comLinkedIn1-10 employeesconsumer electronics

Prospect flagsLow returnsLow participationLow assets / participant

How to read this page

Total assets (EOY)

$66K

+182.2% from 2017

Total participants

0.0% from 2017

Average account balance

$16,614

+182.2% from 2017

Annual return

-30.28%

-30.28 pp from 2017

Benchmarks

See 22,375 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,375 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$606K

Not enough data

1 years with asset history on file

Average account balance

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

$152K

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.

30.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$72K

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

+18.96%

Not enough data

1 years with return on file

Admin fee / account holder

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

$11555

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 codes2E2F2G2J2T3D

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.
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

3 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.
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

$1K

$144 / participant

Other / not subdivided$1K100.0%

% of EOY assets

1.514%

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

$16,614

$135,639-87.8%

$110,241-84.9%

$135,382-87.7%

Participation rate

57.1%

83.5%-26.3pp

79.8%-22.7pp

82.6%-25.5pp

Annual return

-30.28%

513.21%-543.5pp

314.75%-345.0pp

519.77%-550.1pp

Employer contribution / active EE

$1,437

$4,907-70.7%

$3,827-62.4%

$4,779-69.9%

Participant deferral / active EE

$5,711

$5,507+3.7%

$4,672+22.2%

$5,609+1.8%

Admin fee / account holder

$252

$11,457-97.8%

$8,548-97.1%

$10,829-97.7%

ADVANCED INTEGRATED CONTROLS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ADVANCED INTEGRATED CONTROLS 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