Retirement plan

MCACONNECT, LLC 401(K) RETIREMENT SAVINGS PLAN

Name: MCACONNECT, LLC - MCACONNECT, LLC 401(K) RETIREMENT SAVINGS PLAN (2016) Form 5500
Creator: MCACONNECT, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MCACONNECT, LLC 401(K) RETIREMENT SAVINGS PLAN, MCACONNECT, LLC

MCACONNECT, LLCEIN 33-1000228Plan #001PY 2016

8055 E. TUFTS AVE., SUITE 1300 - DENVER, CO 80237303-407-8330

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$7.2M

+15.9% from 2015

Total participants

144

-10.6% from 2015

Average account balance

$59,164

+22.5% from 2015

Annual return

10.57%

-0.88 pp from 2015

Benchmarks

See 5,032 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort5,032 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$32.13M

Not enough data

1 years with asset history on file

Average account balance

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

$129K

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.

250

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.

76.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$4.59M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+17.03%

Not enough data

1 years with return on file

Admin fee / account holder

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

$386

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
LOCKTON INVESTMENT ADVISORS, LLC2+ years Filed as: LOCKTON FINANCIAL ADVISORS, LLC Service code 22 · EIN 20-3247391	Insurance Broker	$22,121
TRANSAMERICA RETIREMENT SOLUTIONS2+ years Filed as: TRANSAMERICA RETIREMENT SOLUTIONS C Service code 15 · EIN 13-3689044	Recordkeeping	$8,396

Plan features & details

Pension benefit codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

$8K

$76 / participant

Contract admin$8K100.0%

% of EOY assets

0.109%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: RUBINBROWN LLP
Auditor EIN: 430765316
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$59,164

$75,183-21.3%

$123,894-52.2%

$55,167+7.2%

Participation rate

78.6%

72.8%+5.8pp

81.4%-2.8pp

69.0%+9.7pp

Annual return

10.57%

19.01%-8.4pp

47.52%-36.9pp

169.23%-158.7pp

Employer contribution / active EE

$4,241

$2,823+50.2%

$4,617-8.1%

$1,963+116.1%

Participant deferral / active EE

$9,418

$5,084+85.2%

$5,984+57.4%

$3,054+208.4%

Admin fee / account holder

$65

$663-90.3%

$8,357-99.2%

$504-87.2%

Provider

Service type

Compensation

LOCKTON INVESTMENT ADVISORS, LLC2+ years

Filed as: LOCKTON FINANCIAL ADVISORS, LLC

Service code 22 · EIN 20-3247391

Insurance Broker

$22,121

TRANSAMERICA RETIREMENT SOLUTIONS2+ years

Filed as: TRANSAMERICA RETIREMENT SOLUTIONS C

Service code 15 · EIN 13-3689044

Recordkeeping

$8,396

MCACONNECT, LLC 401(K) RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MCACONNECT, LLC 401(K) RETIREMENT SAVINGS 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