Retirement plan

ACCOUNT MANAGEMENT SERVICES IN 401 K PROFIT SHARING PLAN TRUST

Name: ACCOUNT MANAGEMENT SERVICES IN - ACCOUNT MANAGEMENT SERVICES IN 401 K PROFIT SHARING PLAN TRUST (2016) Form 5500
Creator: ACCOUNT MANAGEMENT SERVICES IN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ACCOUNT MANAGEMENT SERVICES IN 401 K PROFIT SHARING PLAN TRUST, ACCOUNT MANAGEMENT SERVICES IN

ACCOUNT MANAGEMENT SERVICES INEIN 26-0043011Plan #001PY 2016

6101 BALL RD STE 207 - CYPRESS, CA 906303965714-821-4704LinkedIn11-50 employeesfinancial services

Prospect flagsLow participationLow assets / participantLow employer contribution

How to read this page

Total assets (EOY)

$125K

No prior year

Total participants

No prior year

Average account balance

$10,412

No prior year

Annual return

33.38%

No prior year

Benchmarks

See 11,490 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort11,490 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$302K

Not enough data

1 years with asset history on file

Average account balance

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

$75K

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.

66.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$9K

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

+18.52%

Not enough data

1 years with return on file

Admin fee / account holder

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

$12080

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

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2T2G2J3D2E2F

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

3 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$1K

$61 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.825%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$10,412

$93,071-88.8%

$74,583-86.0%

$273,968-96.2%

Participation rate

58.8%

74.9%-16.1pp

68.1%-9.3pp

83.0%-24.2pp

Annual return

33.38%

26.18%+7.2pp

20.47%+12.9pp

41.45%-8.1pp

Employer contribution / active EE

$3,160-100.0%

$2,525-100.0%

$4,869-100.0%

Participant deferral / active EE

$818

$4,160-80.3%

$3,458-76.3%

$5,287-84.5%

Admin fee / account holder

$86

$5,272-98.4%

$4,138-97.9%

$10,132-99.2%

ACCOUNT MANAGEMENT SERVICES IN 401 K PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ACCOUNT MANAGEMENT SERVICES IN 401 K PROFIT SHARING PLAN TRUST

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