Retirement plan

CORPORATE INTELLIGENCE CONSULTANTS 401(K) PLAN

Name: CORPORATE INTELLIGENCE CONSULTANTS - CORPORATE INTELLIGENCE CONSULTANTS 401(K) PLAN (2017) Form 5500
Creator: CORPORATE INTELLIGENCE CONSULTANTS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CORPORATE INTELLIGENCE CONSULTANTS 401(K) PLAN, CORPORATE INTELLIGENCE CONSULTANTS

CORPORATE INTELLIGENCE CONSULTANTSEIN 34-1221390Plan #001PY 2017

P.O. BOX 444, 610 ECKEL ROAD - PERRYSBURG, OH 43551419-874-2201corpintel.comLinkedIn1-10 employeessecurity and investigations

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$625K

+39.5% from 2016

Total participants

-9.1% from 2016

Average account balance

$62,479

+53.4% from 2016

Annual return

20.93%

+13.67 pp from 2016

Benchmarks

See 114,334 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort114,334 peers

Snapshot2017

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Analytics

Total assets (EOY)

Plan-year ending balance

$2.02M

Not enough data

1 years with asset history on file

Average account balance

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

$252K

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

1 years with headcount on file

Eligible Participants and Participation

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

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$79K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+19.27%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4503

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

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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 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

$2K

$275 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.352%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$62,479

$150,440-58.5%

$136,294-54.2%

$147,584-57.7%

Participation rate

100.0%

84.4%+15.6pp

81.9%+18.1pp

82.8%+17.2pp

Annual return

20.93%

1049.08%-1028.2pp

5155.94%-5135.0pp

578.55%-557.6pp

Employer contribution / active EE

$1,683

$5,256-68.0%

$4,695-64.2%

$4,876-65.5%

Participant deferral / active EE

$8,973

$6,630+35.3%

$6,247+43.6%

$5,439+65.0%

Admin fee / account holder

$220

$10,905-98.0%

$9,243-97.6%

$10,885-98.0%

CORPORATE INTELLIGENCE CONSULTANTS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CORPORATE INTELLIGENCE CONSULTANTS 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