Retirement plan

YOUR PART-TIME CONTROLLER, LLC 401(K) PROFIT SHARING PLAN

Name: YOUR PART-TIME CONTROLLER, LLC - YOUR PART-TIME CONTROLLER, LLC 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: YOUR PART-TIME CONTROLLER, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, YOUR PART-TIME CONTROLLER, LLC 401(K) PROFIT SHARING PLAN, YOUR PART-TIME CONTROLLER, LLC

YOUR PART-TIME CONTROLLER, LLCEIN 22-3631980Plan #001PY 2017

1500 WALNUT STREET, SUITE 1200 - PHILADELPHIA, PA 19102215-670-2010yptc.comLinkedIn501-1000 employeesaccounting

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$9.9M

+33.1% from 2016

Total participants

177

+9.9% from 2016

Average account balance

$56,666

+19.4% from 2016

Annual return

18.68%

+8.26 pp from 2016

Benchmarks

See 5,160 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort5,160 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$53.55M

Not enough data

1 years with asset history on file

Average account balance

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

$69K

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.

773

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.

88.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$8.56M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+19.48%

Not enough data

1 years with return on file

Admin fee / account holder

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

$192

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 3 by compensation

Provider	Service type	Compensation
ATR, INC.3+ years Service code 15 · EIN 23-2624667	Recordkeeping	$1,000
TRANSAMERICA RETIREMENT SOLUTIONS3+ years Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781	Recordkeeping	$160
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL CORPORATION Service code 22 · EIN 95-2834236	Insurance Broker	$0

Plan features & details

Pension benefit codes2E2F2G2J2T3D

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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$1K

$9 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.012%

all-in expense ratio

Categories reported

0 / 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: LEAR & PANNEPACKER, LLP
Auditor EIN: 222947255
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$56,666

$80,753-29.8%

$136,297-58.4%

$62,293-9.0%

Participation rate

98.5%

73.5%+25.0pp

81.9%+16.6pp

69.5%+29.0pp

Annual return

18.68%

35.83%-17.1pp

5156.19%-5137.5pp

28.90%-10.2pp

Employer contribution / active EE

$2,232

$2,884-22.6%

$4,696-52.5%

$2,042+9.3%

Participant deferral / active EE

$7,720

$5,164+49.5%

$6,247+23.6%

$3,169+143.6%

Admin fee / account holder

$525-98.7%

$9,244-99.9%

$479-98.6%

Provider

Service type

Compensation

ATR, INC.3+ years

Service code 15 · EIN 23-2624667

Recordkeeping

$1,000

TRANSAMERICA RETIREMENT SOLUTIONS3+ years

Filed as: TRANSAMERICA LIFE INSURANCE COMPANY

Service code 15 · EIN 39-0989781

Recordkeeping

$160

LPL FINANCIAL3+ years

Filed as: LPL FINANCIAL CORPORATION

Service code 22 · EIN 95-2834236

Insurance Broker

YOUR PART-TIME CONTROLLER, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

YOUR PART-TIME CONTROLLER, LLC 401(K) PROFIT SHARING 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