Retirement plan

INTELLISURVEY 401(K) PLAN

Name: INTELLISURVEY, INC. - INTELLISURVEY 401(K) PLAN (2023) Form 5500
Creator: INTELLISURVEY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, INTELLISURVEY 401(K) PLAN, INTELLISURVEY, INC.

INTELLISURVEY, INC.EIN 33-0973672Plan #001PY 2023

27261 LAS RAMBLAS, STE 200 - MISSION VIEJO, CA 92691949-298-4400intellisurvey.comLinkedIn51-200 employeesmarket research

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$14.7M

+32.6% from 2022

Total participants

130

-8.5% from 2022

Average account balance

$118,796

+40.1% from 2022

Annual return

24.53%

+41.84 pp from 2022

Benchmarks

See 6,231 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort6,231 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$22.46M

Not enough data

1 years with asset history on file

Average account balance

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

$189K

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.

119

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.

94.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.44M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+19.38%

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 2 by compensation

Provider	Service type	Compensation
MCGREGOR & ASSOCIATES, INC.2 years Service code 13 997 GOVERNORS LANE · LEXINGTON, KY 40513	Contract Administrator	$735
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618	Recordkeeping Fees	$525

Plan features & details

Pension benefit codes2A2F2K2G3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$1K

$11 / participant

Contract admin$1K100.0%

% of EOY assets

0.009%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: BESTEN & DIERUF. PLLC
Auditor EIN: 453048812
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$118,796

$91,439+29.9%

$135,974-12.6%

$71,511+66.1%

Participation rate

94.6%

75.7%+18.9pp

81.9%+12.7pp

67.9%+26.7pp

Annual return

24.53%

29.90%-5.4pp

68.30%-43.8pp

28.86%-4.3pp

Employer contribution / active EE

$4,081

$3,705+10.2%

$4,859-16.0%

$2,589+57.6%

Participant deferral / active EE

$8,418

$7,093+18.7%

$7,760+8.5%

$4,291+96.2%

Admin fee / account holder

$10

$1,267-99.2%

$10,767-99.9%

$1,588-99.4%

Provider

Service type

Compensation

MCGREGOR & ASSOCIATES, INC.2 years

Service code 13

997 GOVERNORS LANE · LEXINGTON, KY 40513

Contract Administrator

$735

AMERICAN FUNDS2 years

Filed as: CAPITAL GROUP RETIREMENT PLAN SERV

Service code 64

6455 IRVINE CENTER DRIVE · IRVINE, CA 92618

Recordkeeping Fees

$525

INTELLISURVEY 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

INTELLISURVEY 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