Retirement plan

CALL, INC. 401(K) PLAN

Name: CALL, INC. - CALL, INC. 401(K) PLAN (2016) Form 5500
Creator: CALL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CALL, INC. 401(K) PLAN, CALL, INC.

CALL, INC.EIN 23-3027137Plan #001PY 2016

77 WEST COURT STREET - DOYLESTOWN, PA 18901215-340-9267

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.5M

No prior year

Total participants

No prior year

Average account balance

$54,076

No prior year

Annual return

7.15%

No prior year

Benchmarks

See 11,489 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort11,489 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.29M

Not enough data

1 years with asset history on file

Average account balance

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

$165K

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.

285.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$91K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+11.64%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3660

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 4 by compensation

Provider	Service type	Compensation
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 95-2834236	Advisory (Plan)	$0
MASSACHUSETTS MUTUAL LIFE INS. CO.2+ years Filed as: MASS MUTUAL RETIREMENT SERVICES LLC Service code 60	Sub-TA Fees	$0
MASSACHUSETTS MUTUAL LIFE INS. CO.2+ years Filed as: MASS MUTUAL RETIREMENT SERVICES, LL Service code 15 · EIN 26-1589907	Recordkeeping	$0
RELIANCE TRUST COMPANY2+ years Service code 19 · EIN 58-1428634	Securities Custodian	$0

Plan features & details

Pension benefit codes2E2F2G2J2K3D

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.
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.

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: FAW CASSON & CO LLP
Auditor EIN: 520619968
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$54,076

$93,064-41.9%

$74,577-27.5%

$273,972-80.3%

Participation rate

87.5%

74.9%+12.6pp

68.1%+19.4pp

83.0%+4.5pp

Annual return

7.15%

26.18%-19.0pp

20.47%-13.3pp

41.46%-34.3pp

Employer contribution / active EE

$3,160-100.0%

$2,525-100.0%

$4,869-100.0%

Participant deferral / active EE

$25,126

$4,160+503.9%

$3,458+626.6%

$5,287+375.2%

Admin fee / account holder

$5,273-100.0%

$4,138-100.0%

$10,133-100.0%

Provider

Service type

Compensation

LPL FINANCIAL2+ years

Filed as: LPL FINANCIAL LLC

Service code 27 · EIN 95-2834236

Advisory (Plan)

MASSACHUSETTS MUTUAL LIFE INS. CO.2+ years

Filed as: MASS MUTUAL RETIREMENT SERVICES LLC

Service code 60

Sub-TA Fees

MASSACHUSETTS MUTUAL LIFE INS. CO.2+ years

Filed as: MASS MUTUAL RETIREMENT SERVICES, LL

Service code 15 · EIN 26-1589907

Recordkeeping

RELIANCE TRUST COMPANY2+ years

Service code 19 · EIN 58-1428634

Securities Custodian

CALL, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CALL, INC. 401(K) 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