Retirement plan

PULSE TECHNOLOGIES, INC. 401(K) PLAN

Name: PULSE TECHNOLOGIES, INC 401(K) PLAN - PULSE TECHNOLOGIES, INC. 401(K) PLAN (2020) Form 5500
Creator: PULSE TECHNOLOGIES, INC 401(K) PLAN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PULSE TECHNOLOGIES, INC. 401(K) PLAN, PULSE TECHNOLOGIES, INC 401(K) PLAN

PULSE TECHNOLOGIES, INC 401(K) PLANEIN 23-2660285Plan #001PY 2020

2000 AM DRIVE - QUAKERTOWN, PA 189513811267-733-0200pulsetechnologies.comLinkedIn201-500 employeesmedical devices

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$9M

+29.9% from 2019

Total participants

260

-4.8% from 2019

Average account balance

$42,229

+34.8% from 2019

Annual return

22.69%

-1.35 pp from 2019

Benchmarks

See 4,082 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort4,082 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-97.90%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

Top 1 by compensation

Provider	Service type	Compensation
FULTON FINANCIAL ADVISORS1 year Filed as: FULTON FINANCIAL ADVISOR Service code 15 · EIN 23-1928421	Recordkeeping	$26,527

Plan features & details

Pension benefit codes2E2G2J3B2F2T

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.

Opportunity flags

1 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$27K

$139 / participant

Other / not subdivided$27K100.0%

% of EOY assets

0.294%

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: WILLIAM L. MCKERNAN
Auditor EIN: 232226869
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$42,229

$73,638-42.7%

$95,960-56.0%

$73,493-42.5%

Participation rate

75.9%

76.2%-0.2pp

77.1%-1.2pp

70.7%+5.2pp

Annual return

22.69%

16.78%+5.9pp

91.63%-68.9pp

28.51%-5.8pp

Employer contribution / active EE

$222

$1,863-88.1%

$2,541-91.3%

$2,270-90.2%

Participant deferral / active EE

$3,735

$3,617+3.3%

$4,167-10.4%

$3,740-0.1%

Admin fee / account holder

$124

$482-74.3%

$6,797-98.2%

$513-75.8%

Provider

Service type

Compensation

FULTON FINANCIAL ADVISORS1 year

Filed as: FULTON FINANCIAL ADVISOR

Service code 15 · EIN 23-1928421

Recordkeeping

$26,527

PULSE TECHNOLOGIES, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PULSE TECHNOLOGIES, INC. 401(K) 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