Retirement plan

AMERICAS CONSULTING GROUP LLC 401(K) PLAN

Name: AMERICAS CONSULTING GROUP LLC - AMERICAS CONSULTING GROUP LLC 401(K) PLAN (2017) Form 5500
Creator: AMERICAS CONSULTING GROUP LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AMERICAS CONSULTING GROUP LLC 401(K) PLAN, AMERICAS CONSULTING GROUP LLC

AMERICAS CONSULTING GROUP LLCEIN 32-0394780Plan #002PY 2017

3600 DALLAS HWY / STE 230 - MARIETTA, GA 30064678-961-0700americasconsultant.comLinkedIn1-10 employeesimport and export

Other plans on this EIN

1 filing

#001Retirement-$216K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$125K

+106.9% from 2016

Total participants

0.0% from 2016

Average account balance

$62,586

No prior year

Annual return

5.24%

+5.24 pp from 2016

Benchmarks

See 899 peers

Peer group

Industry55 - Management of Companies and Enterprises

Plan typeDefined contribution

Participants<25

Cohort899 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$577K

Not enough data

1 years with asset history on file

Average account balance

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

$577K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$33K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$33K

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

+13.61%

Not enough data

1 years with return on file

Admin fee / account holder

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

$9632

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$815

$408 / participant

Other / not subdivided$815100.0%

% of EOY assets

0.651%

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

$62,586

$167,483-62.6%

$115,752-45.9%

$147,586-57.6%

Participation rate

100.0%

81.7%+18.3pp

77.8%+22.2pp

82.8%+17.2pp

Annual return

5.24%

12.11%-6.9pp

19.41%-14.2pp

578.59%-573.4pp

Employer contribution / active EE

$21,750

$4,960+338.5%

$3,492+522.8%

$4,876+346.0%

Participant deferral / active EE

$9,000

$7,037+27.9%

$5,204+73.0%

$5,439+65.5%

Admin fee / account holder

$408

$13,069-96.9%

$6,278-93.5%

$10,886-96.3%

AMERICAS CONSULTING GROUP LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AMERICAS CONSULTING GROUP LLC 401(K) 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