Retirement plan

INTEGRATED SUPPORT SOLUTIONS 401(K) SAVINGS PLAN

Name: NASHEVE, INC. - INTEGRATED SUPPORT SOLUTIONS 401(K) SAVINGS PLAN (2017) Form 5500
Creator: NASHEVE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, INTEGRATED SUPPORT SOLUTIONS 401(K) SAVINGS PLAN, NASHEVE, INC.

NASHEVE, INC.EIN 20-8664693Plan #001PY 2017

14558 SYLVAN STREET - VAN NUYS, CA 91411818-787-2116

Prospect flagsLow participationLow employer contributionLow participant contributionCorrective distributions

How to read this page

Total assets (EOY)

$814K

+2.1% from 2016

Total participants

114

+29.5% from 2016

Average account balance

$18,092

No prior year

Annual return

15.30%

+8.92 pp from 2016

Benchmarks

See 841 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants100-249

Cohort841 peers

Snapshot2017

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$1.79M

Not enough data

1 years with asset history on file

Average account balance

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

$33K

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.

32.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$163K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$980

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

+18.71%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4182

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

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Service providers

Top 3 by compensation

Provider	Service type	Compensation
TRANSAMERICA RETIREMENT SOLUTIONS1 year Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399	Recordkeeping	$1,482
ALLIANCE BENEFIT GROUP1 year Filed as: ALLIANCE BENEFIT GROUP OF HOUSTON, Service code 15 · EIN 76-0500416	Recordkeeping	$0
MERRILL LYNCH PIERCE FENNER & SMITH1 year Filed as: MERRILL LYNCH Service code 22 · EIN 13-2808480	Insurance Broker	$0

Plan features & details

Pension benefit codes2A2E2F2G2J2K2T3D3H

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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

4 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$2K

$16 / participant

Contract admin$2K100.0%

% of EOY assets

0.224%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.

Auditor firm: KSJG, LLP
Auditor EIN: 953322166
Audit fees: (not subdivided)
Opinion code: Disclaimer

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$18,092

$31,388-42.4%

$73,545-75.4%

$62,292-71.0%

Participation rate

39.5%

39.9%-0.4pp

54.9%-15.5pp

69.5%-30.0pp

Annual return

15.30%

25.34%-10.0pp

-15.16%+30.5pp

28.90%-13.6pp

Employer contribution / active EE

$88

$498-82.2%

$1,219-92.7%

$2,042-95.7%

Participant deferral / active EE

$218

$1,028-78.8%

$1,806-87.9%

$3,169-93.1%

Admin fee / account holder

$41

$299-86.4%

$2,320-98.2%

$479-91.5%

Provider

Service type

Compensation

TRANSAMERICA RETIREMENT SOLUTIONS1 year

Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN

Service code 15 · EIN 36-6071399

Recordkeeping

$1,482

ALLIANCE BENEFIT GROUP1 year

Filed as: ALLIANCE BENEFIT GROUP OF HOUSTON,

Service code 15 · EIN 76-0500416

Recordkeeping

MERRILL LYNCH PIERCE FENNER & SMITH1 year

Filed as: MERRILL LYNCH

Service code 22 · EIN 13-2808480

Insurance Broker

INTEGRATED SUPPORT SOLUTIONS 401(K) SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

INTEGRATED SUPPORT SOLUTIONS 401(K) SAVINGS 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