Retirement plan

PEOPLELINK, LLC 401(K) PLAN

Name: PEOPLELINK, LLC - PEOPLELINK, LLC 401(K) PLAN (2019) Form 5500
Creator: PEOPLELINK, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PEOPLELINK, LLC 401(K) PLAN, PEOPLELINK, LLC

PEOPLELINK, LLCEIN 35-2154753Plan #002PY 2019

431 EAST COLFAX AVENUE SUITE 200 - SOUTH BEND, IN 46617574-232-5400peoplelinkgroup.comLinkedIn201-500 employeesstaffing and recruiting

Prospect flagsLow returnsLow participationFailed to transmit contributionsCorrective distributions

Top hat statement on fileNQDC

Filed December 1, 2006

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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How to read this page

Total assets (EOY)

$16.8M

+12.1% from 2018

Total participants

3,891

-87.2% from 2018

Average account balance

$33,922

+28.2% from 2018

Annual return

17.26%

-711.15 pp from 2018

Benchmarks

See 291 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants1,000-4,999

Cohort291 peers

Snapshot2019

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Analytics

Total assets (EOY)

Plan-year ending balance

$17.74M

Not enough data

1 years with asset history on file

Average account balance

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

$47K

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.

378

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.

18.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.96M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+14.18%

Not enough data

1 years with return on file

Admin fee / account holder

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

$243

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

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Service providers

Top 4 by compensation

Provider	Service type	Compensation
GREAT-WEST LIFE & ANNUITY INSURANCE2 years Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$30,966
GLOBAL RETIREMENT PARTNERS LLC1 year Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903	Advisory (Plan)	$23,840
KESTRA INVESTMENT SERVICES LLC2 years Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735	Advisory (Plan)	$9,316
GREAT-WEST LIFE & ANNUITY INSURANCE1 year Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Investment Management	$4,663

Plan features & details

Pension benefit codes2E2F2G2J2K2T

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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.

Opportunity flags

4 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$69K

$18 / participant

Contract admin$69K100.0%

% of EOY assets

0.410%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.

Auditor firm: INTERNATIONAL ATTEST SOLUTIONS, LLC
Auditor EIN: 271432423
Audit fees: (not subdivided)
Opinion code: Disclaimer

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$33,922

$41,617-18.5%

$84,611-59.9%

$77,787-56.4%

Participation rate

9.4%

45.0%-35.6pp

68.2%-58.8pp

73.2%-63.8pp

Annual return

17.26%

24.97%-7.7pp

258.74%-241.5pp

32.57%-15.3pp

Employer contribution / active EE

$218

$1,061-79.5%

$2,652-91.8%

$2,504-91.3%

Participant deferral / active EE

$486

$2,129-77.2%

$3,899-87.5%

$3,967-87.7%

Admin fee / account holder

$139

$121+15.1%

$4,912-97.2%

$100+39.2%

Provider

Service type

Compensation

GREAT-WEST LIFE & ANNUITY INSURANCE2 years

Service code 64

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$30,966

GLOBAL RETIREMENT PARTNERS LLC1 year

Service code 27

4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903

Advisory (Plan)

$23,840

KESTRA INVESTMENT SERVICES LLC2 years

Filed as: KESTRA ADVISORY SERVICES LLC

Service code 27

5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735

Advisory (Plan)

$9,316

GREAT-WEST LIFE & ANNUITY INSURANCE1 year

Filed as: ADVISED ASSETS GROUP

Service code 28

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Investment Management

$4,663

PEOPLELINK, LLC 401(K) PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PEOPLELINK, LLC 401(K) PLAN

Top hat statement on fileNQDC

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