Retirement plan

EXCEL PERSONNEL, INC. 401(K) PROFIT SHARING PLAN

Name: EXCEL PERSONNEL, INC. 401(K) P/S - EXCEL PERSONNEL, INC. 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: EXCEL PERSONNEL, INC. 401(K) P/S
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EXCEL PERSONNEL, INC. 401(K) PROFIT SHARING PLAN, EXCEL PERSONNEL, INC. 401(K) P/S

EXCEL PERSONNEL, INC. 401(K) P/SEIN 33-0383131Plan #003PY 2017

PO BOX 1029 - PARKER, CO 80134303-805-2300excelpersonnelservices.comLinkedIn201-500 employeesstaffing and recruiting

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$1.6M

+15.6% from 2016

Total participants

-25.0% from 2016

Average account balance

$270,112

+54.2% from 2016

Annual return

14.82%

+10.24 pp from 2016

Benchmarks

See 11,957 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort11,957 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.93M

Not enough data

1 years with asset history on file

Average account balance

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

$644K

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

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$7K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+18.51%

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

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 codes2E

Plan features

2E
Profit-sharing
Profit-sharing plan.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$47K

$7759 / participant

Other / not subdivided$47K100.0%

% of EOY assets

2.873%

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

$270,112

$101,063+167.3%

$81,473+231.5%

$147,586+83.0%

Participation rate

100.0%

74.5%+25.5pp

68.0%+32.0pp

82.8%+17.2pp

Annual return

14.82%

32.41%-17.6pp

38.78%-24.0pp

578.59%-563.8pp

Employer contribution / active EE

$4,130

$3,206+28.8%

$2,568+60.8%

$4,876-15.3%

Participant deferral / active EE

$5,463

$4,242+28.8%

$3,537+54.5%

$5,439+0.5%

Admin fee / account holder

$7,759

$5,812+33.5%

$4,561+70.1%

$10,886-28.7%

EXCEL PERSONNEL, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EXCEL PERSONNEL, 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