Retirement plan

GRADELINK CORPORATION 401K PLAN

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

GRADELINK CORPORATIONEIN 20-8884110Plan #001PY 2018

26741 PORTOLA PKWY STE 1E-649 - FOOTHILL RANCH, CA 926101743800-742-3083gradelink.comLinkedIn11-50 employeeseducation management

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$126K

No prior year

Total participants

No prior year

Average account balance

$5,049

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 31 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Cohort31 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.43M

Not enough data

1 years with asset history on file

Average account balance

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

$53K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$279K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+15.19%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2692

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 codes2E3D2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

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

$5,049

$93,395-94.6%

$83,323-93.9%

Participation rate

0.0%

85.8%-85.8pp

77.8%-77.8pp

Annual return

0.00%

-6.53%+6.5pp

10.63%-10.6pp

Employer contribution / active EE

$1,361-100.0%

$3,379-100.0%

Participant deferral / active EE

$3,603-100.0%

$5,565-100.0%

Admin fee / account holder

$1,733-100.0%

$7,539-100.0%

GRADELINK CORPORATION 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

GRADELINK CORPORATION 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion