Retirement plan

TRI-S RECRUITERS, INC. EMPLOYEE 401(K) PLAN

Name: TRI-S RECRUITERS, INC. - TRI-S RECRUITERS, INC. EMPLOYEE 401(K) PLAN (2017) Form 5500
Creator: TRI-S RECRUITERS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TRI-S RECRUITERS, INC. EMPLOYEE 401(K) PLAN, TRI-S RECRUITERS, INC.

TRI-S RECRUITERS, INC.EIN 36-3839128Plan #001PY 2017

50 W 75TH ST STE 101 - WILLOWBROOK, IL 605272383630-325-7373trisrecruiters.comLinkedIn1-10 employeesstaffing and recruiting

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$417K

+21.6% from 2016

Total participants

0.0% from 2016

Average account balance

$83,485

+21.6% from 2016

Annual return

20.90%

+13.89 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

$831K

Not enough data

1 years with asset history on file

Average account balance

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

$277K

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.

75.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$6K

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

+13.84%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2F2G2J2T3D

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.
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.
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

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$740

$148 / participant

Other / not subdivided$740100.0%

% of EOY assets

0.177%

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

$83,485

$101,063-17.4%

$81,473+2.5%

$147,586-43.4%

Participation rate

80.0%

74.5%+5.5pp

68.0%+12.0pp

82.8%-2.8pp

Annual return

20.90%

32.41%-11.5pp

38.78%-17.9pp

578.59%-557.7pp

Employer contribution / active EE

$223

$3,206-93.0%

$2,568-91.3%

$4,876-95.4%

Participant deferral / active EE

$278

$4,242-93.4%

$3,537-92.1%

$5,439-94.9%

Admin fee / account holder

$148

$5,812-97.5%

$4,561-96.8%

$10,886-98.6%

TRI-S RECRUITERS, INC. EMPLOYEE 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TRI-S RECRUITERS, INC. EMPLOYEE 401(K) 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