Retirement plan

MATERIALS ANALYTICAL SERVICES, LLC 401K PLAN

Name: MATERIALS ANALYTICAL SERVICES, LLC - MATERIALS ANALYTICAL SERVICES, LLC 401K PLAN (2018) Form 5500
Creator: MATERIALS ANALYTICAL SERVICES, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MATERIALS ANALYTICAL SERVICES, LLC 401K PLAN, MATERIALS ANALYTICAL SERVICES, LLC

MATERIALS ANALYTICAL SERVICES, LLCEIN 20-5940571Plan #001PY 2018

3945 LAKEFIELD CT. - SUWANEE, GA 30024770-866-3220

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$4M

-1.4% from 2017

Total participants

0.0% from 2017

Average account balance

$96,677

-3.8% from 2017

Annual return

-5.60%

-16.61 pp from 2017

Benchmarks

See 25,536 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort25,536 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.63M

Not enough data

1 years with asset history on file

Average account balance

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

$119K

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.

144.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$352K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+9.03%

Not enough data

1 years with return on file

Admin fee / account holder

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

$20607

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 codes2E2F2G2J2T3B3D

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$128K

$3656 / participant

Other / not subdivided$128K100.0%

% of EOY assets

3.228%

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

$96,677

$77,816+24.2%

$123,552-21.8%

$64,173+50.7%

Participation rate

80.0%

74.7%+5.3pp

82.3%-2.3pp

69.6%+10.4pp

Annual return

-5.60%

12.49%-18.1pp

119.20%-124.8pp

7.63%-13.2pp

Employer contribution / active EE

$2,342

$3,014-22.3%

$4,628-49.4%

$2,381-1.6%

Participant deferral / active EE

$5,778

$5,240+10.3%

$6,426-10.1%

$3,470+66.5%

Admin fee / account holder

$3,121

$5,519-43.5%

$9,285-66.4%

$4,887-36.1%

MATERIALS ANALYTICAL SERVICES, LLC 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MATERIALS ANALYTICAL SERVICES, LLC 401K 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