Retirement plan

COMRESOURCE, INC. 401(K) PROFIT SHARING PLAN

Name: COMRESOURCE, INC. - COMRESOURCE, INC. 401(K) PROFIT SHARING PLAN (2015) Form 5500
Creator: COMRESOURCE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COMRESOURCE, INC. 401(K) PROFIT SHARING PLAN, COMRESOURCE, INC.

COMRESOURCE, INC.EIN 31-1424933Plan #001PY 2015

1159 DUBLIN ROAD, SUITE 200 - COLUMBUS, OH 43215614-221-6348comresource.comLinkedIn201-500 employeesinformation technology and services

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$7.2M

No prior year

Total participants

179

No prior year

Average account balance

$51,866

No prior year

Annual return

-2.96%

No prior year

Benchmarks

See 4,662 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort4,662 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$23.11M

Not enough data

1 years with asset history on file

Average account balance

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

$141K

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.

164

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.

61.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.37M

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

+14.21%

Not enough data

1 years with return on file

Admin fee / account holder

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

$254

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

Top 3 by compensation

Provider	Service type	Compensation
NATIONWIDE1+ years Service code 28 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215	Investment Management	$41,151
H BECK INC1+ years Filed as: H. BECK INC Service code 27 6600 ROCKLEDGE DRIVE · BETHESDA, MD 20817	Advisory (Plan)	$20,292
THE PENSION DESIGN GROUP1+ years Service code 64 · EIN 31-1081385 760 LAKEVIEW PLAZA BLVD · WORTHINGTON, OH 430856720	Recordkeeping Fees	$17,778

Plan features & details

Pension benefit codes2E2F2G2J2K3D

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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 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.

Expense breakdown

Schedule H Part II

Admin total

$56K

$418 / participant

Other / not subdivided$56K100.0%

% of EOY assets

0.783%

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: BDO USA, LLP
Auditor EIN: 135381590
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$51,866

$70,002-25.9%

$115,038-54.9%

$52,331-0.9%

Participation rate

70.4%

72.1%-1.7pp

81.4%-11.0pp

68.1%+2.3pp

Annual return

-2.96%

4.04%-7.0pp

26.14%-29.1pp

4.54%-7.5pp

Employer contribution / active EE

$2,616

$2,715-3.6%

$4,608-43.2%

$1,882+39.0%

Participant deferral / active EE

$5,341

$4,920+8.6%

$6,026-11.4%

$3,022+76.7%

Admin fee / account holder

$406

$566-28.2%

$8,175-95.0%

$592-31.3%

Provider

Service type

Compensation

NATIONWIDE1+ years

Service code 28

ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215

Investment Management

$41,151

H BECK INC1+ years

Filed as: H. BECK INC

Service code 27

6600 ROCKLEDGE DRIVE · BETHESDA, MD 20817

Advisory (Plan)

$20,292

THE PENSION DESIGN GROUP1+ years

Service code 64 · EIN 31-1081385

760 LAKEVIEW PLAZA BLVD · WORTHINGTON, OH 430856720

Recordkeeping Fees

$17,778

COMRESOURCE, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COMRESOURCE, INC. 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