Retirement plan

GLOBAL EXECUTIVE SOLUTIONS GROUP 401(K) PROFIT SHARING PLAN

Name: GLOBAL EXECUTIVE SOLUTIONS GROUP - GLOBAL EXECUTIVE SOLUTIONS GROUP 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: GLOBAL EXECUTIVE SOLUTIONS GROUP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GLOBAL EXECUTIVE SOLUTIONS GROUP 401(K) PROFIT SHARING PLAN, GLOBAL EXECUTIVE SOLUTIONS GROUP

GLOBAL EXECUTIVE SOLUTIONS GROUPEIN 34-1946271Plan #001PY 2017

3505 EMBASSY PARKWAY - FAIRLAWN, OH 44333330-666-3354

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.6M

+21.7% from 2016

Total participants

-2.7% from 2016

Average account balance

$45,649

+32.4% from 2016

Annual return

14.34%

+4.95 pp from 2016

Benchmarks

See 11,957 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort11,957 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.81M

Not enough data

1 years with asset history on file

Average account balance

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

$78K

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.

132.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$628K

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

+11.61%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7549

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 codes2E2G2J3D3B

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$71K

$3100 / participant

Other / not subdivided$71K100.0%

% of EOY assets

4.594%

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

$45,649

$101,063-54.8%

$81,473-44.0%

$147,586-69.1%

Participation rate

91.3%

74.5%+16.9pp

68.0%+23.3pp

82.8%+8.5pp

Annual return

14.34%

32.41%-18.1pp

38.78%-24.4pp

578.59%-564.2pp

Employer contribution / active EE

$2,380

$3,206-25.7%

$2,568-7.3%

$4,876-51.2%

Participant deferral / active EE

$4,770

$4,242+12.4%

$3,537+34.9%

$5,439-12.3%

Admin fee / account holder

$2,097

$5,812-63.9%

$4,561-54.0%

$10,886-80.7%

GLOBAL EXECUTIVE SOLUTIONS GROUP 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GLOBAL EXECUTIVE SOLUTIONS GROUP 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