Retirement plan

OASYS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Name: OASYS, INC. - OASYS, INC. EMPLOYEE STOCK OWNERSHIP PLAN (2015) Form 5500
Creator: OASYS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, OASYS, INC. EMPLOYEE STOCK OWNERSHIP PLAN, OASYS, INC.

OASYS, INC.EIN 27-3847584Plan #002PY 2015

430 WYNN DRIVE - HUNTSVILLE, AL 35805256-801-9006oasys-incorporated.comLinkedIn51-200 employeesinformation technology and services

Other plans on this EIN

1 filing

#001Retirement-$1.7M assets

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$6M

No prior year

Total participants

No prior year

Average account balance

$124,880

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 2,754 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants25-99

Cohort2,754 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$20.82M

Not enough data

1 years with asset history on file

Average account balance

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

$145K

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.

144

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

$1.10M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+6.18%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2P2Q3I

Plan features

2P
Leveraged ESOP
Employee stock ownership plan that acquires employer securities with borrowed money or other debt-financing techniques.
2Q
ESOP maintained by an S corporation
The employer maintaining this ESOP is an S corporation.
3I
Employer securities investment required
Plan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.

Opportunity flags

1 tripped

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

$12K

$235 / participant

Other / not subdivided$12K100.0%

% of EOY assets

0.196%

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

$124,880

$52,911+136.0%

$73,309+70.3%

$59,633+109.4%

Participation rate

94.0%

68.2%+25.8pp

74.9%+19.1pp

68.7%+25.3pp

Annual return

0.00%

12.20%-12.2pp

5.67%-5.7pp

2041.45%-2041.5pp

Employer contribution / active EE

$13,665

$1,909+616.0%

$3,237+322.1%

$2,203+520.4%

Participant deferral / active EE

$4,069-100.0%

$4,991-100.0%

$3,192-100.0%

Admin fee / account holder

$245

$3,835-93.6%

$5,635-95.6%

$4,297-94.3%

OASYS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

OASYS, INC. EMPLOYEE STOCK OWNERSHIP 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