Retirement plan

CLICKDIMENSIONS, LLC 401K PLAN

Name: CLICKDIMENSIONS, LLC - CLICKDIMENSIONS, LLC 401K PLAN (2018) Form 5500
Creator: CLICKDIMENSIONS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CLICKDIMENSIONS, LLC 401K PLAN, CLICKDIMENSIONS, LLC

CLICKDIMENSIONS, LLCEIN 27-2936767Plan #001PY 2018

5901-B PEACHTREE DUNWOODY RD NE, SUITE 500 - ATLANTA, GA 30328678-362-5817

Prospect flagsHigh cashLow assets / participant

How to read this page

Total assets (EOY)

$2.9M

+34.6% from 2017

Total participants

163

+11.6% from 2017

Average account balance

$20,087

+7.3% from 2017

Annual return

-5.16%

-27.73 pp from 2017

Benchmarks

See 5,340 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort5,340 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.61M

Not enough data

1 years with asset history on file

Average account balance

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

$49K

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.

321.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+14.10%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7207

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 1 by compensation

Provider	Service type	Compensation
EPLAN ADVISORS, LLC1 year Service code 17 · EIN 36-1543746	Pension Consulting	$8,453

Plan features & details

Pension benefit codes2E2F2G2J2T3B3D

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

2 tripped

OpportunityHigh cash
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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

$10K

$76 / participant

Investment mgmt$8K88.1%
Contract admin$1K11.9%

% of EOY assets

0.334%

all-in expense ratio

Categories reported

2 / 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: WARREN AVERETT LLC
Auditor EIN: 454084437
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$20,087

$73,102-72.5%

$123,553-83.7%

$56,289-64.3%

Participation rate

84.1%

74.3%+9.8pp

82.3%+1.8pp

69.9%+14.3pp

Annual return

-5.16%

3.01%-8.2pp

119.21%-124.4pp

-9.96%+4.8pp

Employer contribution / active EE

$2,551

$2,977-14.3%

$4,628-44.9%

$2,111+20.8%

Participant deferral / active EE

$4,826

$5,423-11.0%

$6,426-24.9%

$3,350+44.1%

Admin fee / account holder

$67

$554-87.9%

$9,284-99.3%

$521-87.1%

Provider

Service type

Compensation

EPLAN ADVISORS, LLC1 year

Service code 17 · EIN 36-1543746

Pension Consulting

$8,453

CLICKDIMENSIONS, LLC 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CLICKDIMENSIONS, LLC 401K 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