Retirement plan

NSC GLOBAL LLC 401(K) PROFIT SHARING PLAN

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

NSC GLOBAL LLCEIN 22-3646313Plan #001PY 2017

104 WEST 40TH STREET, 17TH FLOOR - NEW YORK, NY 10018646-432-0200

Prospect flagsLow participationFailed to transmit contributions

How to read this page

Total assets (EOY)

$12.6M

+23.5% from 2016

Total participants

599

-10.3% from 2016

Average account balance

$29,221

+9.5% from 2016

Annual return

31.80%

+25.58 pp from 2016

Benchmarks

See 2,615 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort2,615 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$10.05M

Not enough data

1 years with asset history on file

Average account balance

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

$47K

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.

212

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.

44.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$385K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+11.77%

Not enough data

1 years with return on file

Admin fee / account holder

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

$332

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
PENSIONMARK FINANCIAL GROUP LLC1 year Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101	Advisory (Plan)	$23,572
THE ANGELL PENSION GROUP, INC.3+ years Filed as: THE ANGELL PENSION GROUP INC Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 029141202	Contract Administrator	$21,002
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH MANAGEMENT COMPANY Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071	Recordkeeping Fees	$12,634
NORTHWESTERN MUTUAL INVESTMENT SERV3+ years Service code 27 PO BOX 3181 · MILWAUKEE, WI 532013181	Advisory (Plan)	$9,677

Plan features & details

Pension benefit codes2E2F2G2J2K2T3D3H

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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$20K

$48 / participant

Other / not subdivided$20K100.0%

% of EOY assets

0.157%

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: BDO USA, LLP
Auditor EIN: 135381590
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$29,221

$155,795-81.2%

$136,298-78.6%

$69,631-58.0%

Participation rate

59.3%

75.2%-16.0pp

81.9%-22.7pp

70.7%-11.4pp

Annual return

31.80%

232464.33%-232432.5pp

5156.27%-5124.5pp

27571.02%-27539.2pp

Employer contribution / active EE

$754

$2,991-74.8%

$4,696-84.0%

$2,032-62.9%

Participant deferral / active EE

$2,395

$5,394-55.6%

$6,247-61.7%

$3,224-25.7%

Admin fee / account holder

$46

$128-64.3%

$9,244-99.5%

$110-58.5%

Provider

Service type

Compensation

PENSIONMARK FINANCIAL GROUP LLC1 year

Service code 27

24 E COTA ST STE 200 · SANTA BARBARA, CA 93101

Advisory (Plan)

$23,572

THE ANGELL PENSION GROUP, INC.3+ years

Filed as: THE ANGELL PENSION GROUP INC

Service code 13

88 BOYD AVENUE · EAST PROVIDENCE, RI 029141202

Contract Administrator

$21,002

AMERICAN FUNDS3+ years

Filed as: CAPITAL RESEARCH MANAGEMENT COMPANY

Service code 64

333 SOUTH HOPE STREET · LOS ANGELES, CA 90071

Recordkeeping Fees

$12,634

NORTHWESTERN MUTUAL INVESTMENT SERV3+ years

Service code 27

PO BOX 3181 · MILWAUKEE, WI 532013181

Advisory (Plan)

$9,677

NSC GLOBAL LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NSC GLOBAL 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