Retirement plan

NEUANALYTICS 401(K) & PROFIT SHARING PLAN

Name: NEU CONSULTING GROUP LLC - NEUANALYTICS 401(K) & PROFIT SHARING PLAN (2018) Form 5500
Creator: NEU CONSULTING GROUP LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NEUANALYTICS 401(K) & PROFIT SHARING PLAN, NEU CONSULTING GROUP LLC

NEU CONSULTING GROUP LLCEIN 26-4751989Plan #001PY 2018

8417 SANTA FE DRIVE, SUITE 200 - OVERLAND PARK, KS 662122727913-825-0000neucg.comLinkedIn11-50 employeesfinancial services

Prospect flagsLow returnsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$867K

+31.3% from 2017

Total participants

+12.2% from 2017

Average account balance

$18,851

+11.3% from 2017

Annual return

-8.72%

-32.38 pp from 2017

Benchmarks

See 2,968 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants25-99

Cohort2,968 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.16M

Not enough data

1 years with asset history on file

Average account balance

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

$51K

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.

102

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.

204.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$751K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+16.55%

Not enough data

1 years with return on file

Admin fee / account holder

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

$9613

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 codes2E3D2G2J2F2T

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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$56K

$1113 / participant

Other / not subdivided$56K100.0%

% of EOY assets

6.420%

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

$18,851

$58,587-67.8%

$83,322-77.4%

$64,173-70.6%

Participation rate

82.0%

72.0%+10.0pp

77.8%+4.2pp

69.6%+12.4pp

Annual return

-8.72%

9.65%-18.4pp

10.64%-19.4pp

7.63%-16.4pp

Employer contribution / active EE

$1,656

$2,098-21.1%

$3,379-51.0%

$2,381-30.4%

Participant deferral / active EE

$4,735

$4,654+1.7%

$5,565-14.9%

$3,470+36.5%

Admin fee / account holder

$1,210

$9,279-87.0%

$7,540-83.9%

$4,887-75.2%

NEUANALYTICS 401(K) & PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NEUANALYTICS 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