Retirement plan

THE ATP GROUP, INC. PROFIT SHARING RETIREMENT PLAN AND TRUST

Name: THE ATP GROUP, INC. - THE ATP GROUP, INC. PROFIT SHARING RETIREMENT PLAN AND TRUST (2019) Form 5500
Creator: THE ATP GROUP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE ATP GROUP, INC. PROFIT SHARING RETIREMENT PLAN AND TRUST, THE ATP GROUP, INC.

THE ATP GROUP, INC.EIN 36-3063550Plan #001PY 2019

10100 ORLAND PARKWAY, SUITE 200 - ORLAND PARK, IL 604675756708-957-1100LinkedIn1-10 employeespublishing

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$38.5M

+21.9% from 2018

Total participants

-5.1% from 2018

Average account balance

$520,418

+28.5% from 2018

Annual return

28.91%

+11.53 pp from 2018

Benchmarks

See 3,018 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants25-99

Cohort3,018 peers

Snapshot2019

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$49.78M

Not enough data

1 years with asset history on file

Average account balance

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

$615K

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.

98.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.63M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$49K

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

+13.01%

Not enough data

1 years with return on file

Admin fee / account holder

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

$96050

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

See the 10-year trajectory. $4.99 for your first month.

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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 codes2E2F2H2J2P2T2S3F

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).
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.
2P
Leveraged ESOP
Employee stock ownership plan that acquires employer securities with borrowed money or other debt-financing techniques.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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.
3F
Leased employees
Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$3.0M

$51645 / participant

Other / not subdivided$3M100.0%

% of EOY assets

7.912%

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

$520,418

$63,355+721.4%

$91,989+465.7%

$72,985+613.1%

Participation rate

100.0%

72.5%+27.5pp

78.6%+21.4pp

69.5%+30.5pp

Annual return

28.91%

35.35%-6.4pp

69.02%-40.1pp

81.00%-52.1pp

Employer contribution / active EE

$11,352

$2,116+436.6%

$3,452+228.9%

$2,440+365.3%

Participant deferral / active EE

$2,572

$4,883-47.3%

$5,923-56.6%

$3,607-28.7%

Admin fee / account holder

$41,176

$4,668+782.1%

$7,743+431.8%

$5,124+703.5%

THE ATP GROUP, INC. PROFIT SHARING RETIREMENT PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE ATP GROUP, INC. PROFIT SHARING RETIREMENT PLAN AND TRUST

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