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 (2018) 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 2018

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)

$1.5M

-5.3% from 2017

Total participants

0.0% from 2017

Average account balance

$255,899

-5.3% from 2017

Annual return

-8.64%

-23.46 pp from 2017

Benchmarks

See 12,593 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort12,593 peers

Snapshot2018

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

$8K

$1276 / participant

Other / not subdivided$8K100.0%

% of EOY assets

0.498%

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

$255,899

$95,188+168.8%

$76,518+234.4%

$135,380+89.0%

Participation rate

100.0%

74.4%+25.6pp

68.0%+32.0pp

82.6%+17.4pp

Annual return

-8.64%

4.85%-13.5pp

-0.27%-8.4pp

519.81%-528.5pp

Employer contribution / active EE

$3,948

$3,303+19.5%

$2,647+49.1%

$4,779-17.4%

Participant deferral / active EE

$6,448

$4,640+39.0%

$3,836+68.1%

$5,609+15.0%

Admin fee / account holder

$1,276

$6,249-79.6%

$4,849-73.7%

$10,828-88.2%

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