Retirement plan

COORDINATES OPERATIONS LLC 401(K) RETIREMENT PLAN

Name: COORDINATES OPERATIONS LLC - COORDINATES OPERATIONS LLC 401(K) RETIREMENT PLAN (2015) Form 5500
Creator: COORDINATES OPERATIONS LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COORDINATES OPERATIONS LLC 401(K) RETIREMENT PLAN, COORDINATES OPERATIONS LLC

COORDINATES OPERATIONS LLCEIN 27-2192607Plan #001PY 2015

C/O PETER J. GILMAN, P.C., 101 ARCH STREET - BOSTON, MA 02110617-542-8100LinkedIn201-500 employeesinformation technology and services

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$50.1M

No prior year

Total participants

405

No prior year

Average account balance

$157,068

No prior year

Annual return

0.16%

No prior year

Benchmarks

See 2,331 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort2,331 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$187.58M

Not enough data

1 years with asset history on file

Average account balance

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

$283K

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.

664

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.

84.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$13.91M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$21K

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

+19.58%

Not enough data

1 years with return on file

Admin fee / account holder

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

$16

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

1 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 codes2F2G2J2R2T3D3H

Plan features

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$3K

$7 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.005%

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: PETER J. GILMAN, P.C.
Auditor EIN: 042794394
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$157,068

$88,324+77.8%

$115,038+36.5%

$55,191+184.6%

Participation rate

76.9%

72.5%+4.4pp

81.4%-4.4pp

69.2%+7.8pp

Annual return

0.16%

6.30%-6.1pp

26.14%-26.0pp

10.78%-10.6pp

Employer contribution / active EE

$2,805-100.0%

$4,608-100.0%

$1,899-100.0%

Participant deferral / active EE

$13,042

$5,042+158.7%

$6,026+116.4%

$3,046+328.1%

Admin fee / account holder

$105-92.5%

$8,175-99.9%

$91-91.3%

COORDINATES OPERATIONS LLC 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COORDINATES OPERATIONS LLC 401(K) RETIREMENT 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