Retirement plan

INTERPACE DIAGNOSTICS GROUP, INC. 401(K) PLAN

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

INTERPACE DIAGNOSTICS GROUPEIN 22-2919486Plan #001PY 2018

MORRIS CORPORATE CENTER, BUILDING C 300 INTERPACE PARKWAY - PARSIPPANY, NJ 07054412-224-6100interpace.comLinkedIn51-200 employeesbiotechnology

Prospect flagsLow participation

Top hat statement on fileNQDC

Filed June 14, 2006

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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Total assets (EOY)

$31.9M

-13.5% from 2017

Total participants

693

-7.7% from 2017

Average account balance

$53,956

-3.9% from 2017

Annual return

-4.14%

-20.93 pp from 2017

Benchmarks

See 2,344 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants100-249

Cohort2,344 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$40.22M

Not enough data

1 years with asset history on file

Average account balance

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

$101K

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.

397

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.

53.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.19M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+15.36%

Not enough data

1 years with return on file

Admin fee / account holder

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

$11

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

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Service providers

Top 10 of 12 by compensation

Provider	Service type	Compensation
FIDUCIARY INVESTMENT ADVISORS1 year Service code 16 · EIN 20-4751585	Consulting	$45,820
MARCUM LLP1 year Service code 10 · EIN 01-1986323	Accounting	$7,725
MASSACHUSETTS MUTUAL LIFE INS. CO.4+ years Service code 52 · EIN 04-1590850	Indirect Investment Fees	$4,784
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN BEACON Service code 52 · EIN 75-2401150	Indirect Investment Fees	$0
BARON2 years Service code 52 · EIN 13-6891420	Indirect Investment Fees	$0
MAINSTAY2 years Service code 52 · EIN 52-2206685	Indirect Investment Fees	$0
OPPENHEIMER2 years Service code 52 · EIN 22-3849391	Indirect Investment Fees	$0
STATE STREET GLOBAL ADVISORS2 years Filed as: SSGA Service code 52 · EIN 90-0337987	Indirect Investment Fees	$0
T ROWE PRICE RPS INC2 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-1151266	Indirect Investment Fees	$0
THE HARTFORD2 years Service code 52 · EIN 13-3317783	Indirect Investment Fees	$0

Plan features & details

Pension benefit codes2E2J2F2G2K3D3H2T

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.
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

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$5K

$30 / participant

Contract admin$5K99.7%
Other / not subdivided$150.3%

% of EOY assets

0.015%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: MARCUM LLP
Auditor EIN: 111986323
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$53,956

$66,302-18.6%

$110,243-51.1%

$56,289-4.1%

Participation rate

35.8%

74.9%-39.1pp

79.8%-44.0pp

69.9%-34.0pp

Annual return

-4.14%

-1.18%-3.0pp

314.76%-318.9pp

-9.96%+5.8pp

Employer contribution / active EE

$1,010

$2,047-50.6%

$3,827-73.6%

$2,111-52.1%

Participant deferral / active EE

$3,669

$3,381+8.5%

$4,672-21.5%

$3,350+9.5%

Admin fee / account holder

$698-98.8%

$8,548-99.9%

$521-98.4%

Provider

Service type

Compensation

FIDUCIARY INVESTMENT ADVISORS1 year

Service code 16 · EIN 20-4751585

Consulting

$45,820

MARCUM LLP1 year

Service code 10 · EIN 01-1986323

Accounting

$7,725

MASSACHUSETTS MUTUAL LIFE INS. CO.4+ years

Service code 52 · EIN 04-1590850

Indirect Investment Fees

$4,784

AMERICAN REALTY ADVISORS2 years

Filed as: AMERICAN BEACON

Service code 52 · EIN 75-2401150

Indirect Investment Fees

BARON2 years

Service code 52 · EIN 13-6891420

Indirect Investment Fees

MAINSTAY2 years

Service code 52 · EIN 52-2206685

Indirect Investment Fees

OPPENHEIMER2 years

Service code 52 · EIN 22-3849391

Indirect Investment Fees

STATE STREET GLOBAL ADVISORS2 years

Filed as: SSGA

Service code 52 · EIN 90-0337987

Indirect Investment Fees

T ROWE PRICE RPS INC2 years

Filed as: T. ROWE PRICE

Service code 52 · EIN 52-1151266

Indirect Investment Fees

THE HARTFORD2 years

Service code 52 · EIN 13-3317783

Indirect Investment Fees

INTERPACE DIAGNOSTICS GROUP, INC. 401(K) PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

INTERPACE DIAGNOSTICS GROUP, INC. 401(K) PLAN

Top hat statement on fileNQDC

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