Retirement plan

ADMINISTRATIVE & EXECUTIVE SERVICES, LLC 401(K) PLAN

Name: ADMINISTRATIVE & EXECUTIVE SERVICES, LLC - ADMINISTRATIVE & EXECUTIVE SERVICES, LLC 401(K) PLAN (2016) Form 5500
Creator: ADMINISTRATIVE & EXECUTIVE SERVICES, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ADMINISTRATIVE & EXECUTIVE SERVICES, LLC 401(K) PLAN, ADMINISTRATIVE & EXECUTIVE SERVICES, LLC

ADMINISTRATIVE & EXECUTIVE SERVICES, LLCEIN 26-1578342Plan #001PY 2016

3475 LENOX RD NE STE 950 - ATLANTA, GA 303263220404-262-2161LinkedIn1-10 employeeshuman resources

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$423K

+16.5% from 2015

Total participants

-12.5% from 2015

Average account balance

$60,487

+33.2% from 2015

Annual return

4.85%

+5.97 pp from 2015

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

$314K

Not enough data

1 years with asset history on file

Average account balance

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

$63K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$51K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+12.81%

Not enough data

1 years with return on file

Admin fee / account holder

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

$21094

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

$906

$151 / participant

Other / not subdivided$906100.0%

% of EOY assets

0.214%

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

$60,487

$93,064-35.0%

$74,577-18.9%

$273,972-77.9%

Participation rate

100.0%

74.9%+25.1pp

68.1%+31.9pp

83.0%+17.0pp

Annual return

4.85%

26.18%-21.3pp

20.47%-15.6pp

41.46%-36.6pp

Employer contribution / active EE

$2,984

$3,160-5.6%

$2,525+18.2%

$4,869-38.7%

Participant deferral / active EE

$4,232

$4,160+1.7%

$3,458+22.4%

$5,287-20.0%

Admin fee / account holder

$129

$5,273-97.5%

$4,138-96.9%

$10,133-98.7%

ADMINISTRATIVE & EXECUTIVE SERVICES, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ADMINISTRATIVE & EXECUTIVE SERVICES, LLC 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