Retirement plan

THE QUALITY CONNECTION 401(K) PLAN QRP

Name: THE QUALITY CONNECTION - THE QUALITY CONNECTION 401(K) PLAN QRP (2016) Form 5500
Creator: THE QUALITY CONNECTION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE QUALITY CONNECTION 401(K) PLAN QRP, THE QUALITY CONNECTION

THE QUALITY CONNECTIONEIN 35-1695184Plan #001PY 2016

1828 MERIDIAN ST, SUITE 115 - INDIANPOLIS, IN 46202317-931-3611

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$196K

No prior year

Total participants

No prior year

Average account balance

$195,642

No prior year

Annual return

6.39%

No prior year

Benchmarks

See 30,917 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort30,917 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.15M

Not enough data

1 years with asset history on file

Average account balance

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

$1.1M

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

$77K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$77K

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

+12.35%

Not enough data

1 years with return on file

Admin fee / account holder

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

$11210

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 codes2E2J2R

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.

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

$2K

$1915 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.979%

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

$195,642

$90,509+116.2%

$78,693+148.6%

$273,968-28.6%

Participation rate

100.0%

76.5%+23.5pp

73.6%+26.4pp

83.0%+17.0pp

Annual return

6.39%

75.61%-69.2pp

62.18%-55.8pp

41.45%-35.1pp

Employer contribution / active EE

$29,500

$3,175+829.1%

$2,850+935.1%

$4,869+505.9%

Participant deferral / active EE

$23,500

$3,901+502.4%

$3,517+568.2%

$5,287+344.5%

Admin fee / account holder

$1,915

$5,264-63.6%

$4,511-57.5%

$10,132-81.1%

THE QUALITY CONNECTION 401(K) PLAN QRP

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE QUALITY CONNECTION 401(K) PLAN QRP

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