Retirement plan

LIFESPRING EMPLOYEE INCENTIVE RETIREMENT PLAN

Name: LIFESPRING, INC. - LIFESPRING EMPLOYEE INCENTIVE RETIREMENT PLAN (2015) Form 5500
Creator: LIFESPRING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LIFESPRING EMPLOYEE INCENTIVE RETIREMENT PLAN, LIFESPRING, INC.

LIFESPRING, INC.EIN 35-1097350Plan #002PY 2015

460 SPRING STREET - JEFFERSONVILLE, IN 47130812-206-1208

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$11.2M

No prior year

Total participants

291

No prior year

Average account balance

$40,544

No prior year

Annual return

-0.67%

No prior year

Benchmarks

See 4,452 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort4,452 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$25.10M

Not enough data

1 years with asset history on file

Average account balance

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

$54K

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.

461

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.

88.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.91M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+12.49%

Not enough data

1 years with return on file

Admin fee / account holder

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

$178

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 1 by compensation

Provider	Service type	Compensation
CPI QUALIFIED PLAN CONSULTANTS, INC1+ years Service code 12 · EIN 48-1205033 1809 24TH STREET · GREAT BEND, KS 67530	Claims processing; Direct payment fro...	$12,176

Plan features & details

Pension benefit codes2E2F2G2J3D

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.
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

$190

$1 / participant

Contract admin$190100.0%

% of EOY assets

0.002%

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: BLUE & CO. LLC
Auditor EIN: 351178661
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$40,544

$46,360-12.5%

$147,617-72.5%

$52,331-22.5%

Participation rate

93.2%

64.9%+28.2pp

84.6%+8.5pp

68.1%+25.0pp

Annual return

-0.67%

1.62%-2.3pp

61.98%-62.6pp

4.54%-5.2pp

Employer contribution / active EE

$2,544

$2,126+19.7%

$5,564-54.3%

$1,882+35.2%

Participant deferral / active EE

$1,495

$2,258-33.8%

$4,895-69.5%

$3,022-50.5%

Admin fee / account holder

$766-99.9%

$11,612-100.0%

$592-99.9%

Provider

Service type

Compensation

CPI QUALIFIED PLAN CONSULTANTS, INC1+ years

Service code 12 · EIN 48-1205033

1809 24TH STREET · GREAT BEND, KS 67530

Claims processing; Direct payment fro...

$12,176

LIFESPRING EMPLOYEE INCENTIVE RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LIFESPRING EMPLOYEE INCENTIVE RETIREMENT 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