Retirement plan

MANAGEPOINT RETIREMENT PLAN

Name: MANAGEPOINT - MANAGEPOINT RETIREMENT PLAN (2016) Form 5500
Creator: MANAGEPOINT
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MANAGEPOINT RETIREMENT PLAN, MANAGEPOINT

MANAGEPOINTEIN 20-8027370Plan #001PY 2016

9119 OTIS AVENUE - INDIANOPOLIS, IN 46216800-554-5945managepoint.bizLinkedIn11-50 employeeshuman resources

Prospect flagsLow participationCorrective distributions

How to read this page

Total assets (EOY)

$13.9M

+18.4% from 2015

Total participants

811

+5.1% from 2015

Average account balance

$29,423

+0.2% from 2015

Annual return

8.87%

-7.14 pp from 2015

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

$18.59M

Not enough data

1 years with asset history on file

Average account balance

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

$38K

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.

492

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.

41.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.40M

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

+3.28%

Not enough data

1 years with return on file

Admin fee / account holder

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

$325

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
SLAVIC INTEGRATED ADMINISTRATION2+ years Service code 15 · EIN 65-0608221	Recordkeeping	$85,266
MANAGEPOINT2+ years Service code 14 · EIN 20-8027370	Plan Administrator	$22,934
SLAVIC INTEGRATED ADMINISTRATION2+ years Filed as: SLAVIC MUTUAL FUND MANAGEMENT Service code 28 · EIN 59-2749576	Investment Management	$15,910
GOLDSTEIN GRAGEL LLC1 year Filed as: GOLDSTEIN, ZUGMAN,WEINSTEIN & POOLE Service code 10 · EIN 20-0453834	Accounting	$12,700

Plan features & details

Pension benefit codes2E2F2G2J2K2T

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.
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.

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$137K

$238 / participant

Investment mgmt$16K11.6%
Contract admin$108K79.1%
Other / not subdivided$13K9.3%

% of EOY assets

0.981%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: GOLDSTEIN, ZUGMAN,WEINSTEIN & POOLE
Auditor EIN: 200453834
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$29,423

$30,599-3.8%

$74,577-60.5%

$57,658-49.0%

Participation rate

41.4%

49.1%-7.7pp

68.1%-26.7pp

70.2%-28.8pp

Annual return

8.87%

14.24%-5.4pp

20.47%-11.6pp

5.13%+3.7pp

Employer contribution / active EE

$1,412

$1,000+41.2%

$2,525-44.1%

$1,974-28.5%

Participant deferral / active EE

$1,642

$1,805-9.0%

$3,458-52.5%

$3,061-46.3%

Admin fee / account holder

$289

$98+194.5%

$4,138-93.0%

$95+205.3%

Provider

Service type

Compensation

SLAVIC INTEGRATED ADMINISTRATION2+ years

Service code 15 · EIN 65-0608221

Recordkeeping

$85,266

MANAGEPOINT2+ years

Service code 14 · EIN 20-8027370

Plan Administrator

$22,934

SLAVIC INTEGRATED ADMINISTRATION2+ years

Filed as: SLAVIC MUTUAL FUND MANAGEMENT

Service code 28 · EIN 59-2749576

Investment Management

$15,910

GOLDSTEIN GRAGEL LLC1 year

Filed as: GOLDSTEIN, ZUGMAN,WEINSTEIN & POOLE

Service code 10 · EIN 20-0453834

Accounting

$12,700

MANAGEPOINT RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MANAGEPOINT 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