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 (2019) 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 2019

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

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$2M

+28.5% from 2018

Total participants

0.0% from 2018

Average account balance

$328,822

+28.5% from 2018

Annual return

24.37%

+33.02 pp from 2018

Benchmarks

See 13,237 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort13,237 peers

Snapshot2019

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

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$1K

$236 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.072%

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

$328,822

$104,937+213.4%

$84,628+288.5%

$152,897+115.1%

Participation rate

100.0%

74.8%+25.2pp

68.2%+31.8pp

82.5%+17.5pp

Annual return

24.37%

373.88%-349.5pp

258.80%-234.4pp

345.43%-321.1pp

Employer contribution / active EE

$4,513

$3,303+36.6%

$2,653+70.1%

$4,764-5.3%

Participant deferral / active EE

$6,263

$4,690+33.6%

$3,900+60.6%

$5,851+7.0%

Admin fee / account holder

$236

$6,243-96.2%

$4,914-95.2%

$11,599-98.0%

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