Retirement plan

INTERNATIONAL CONSULTING GROUP, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Name: INTERNATIONAL CONSULTING GROUP, INC. - INTERNATIONAL CONSULTING GROUP, INC. 401(K) PROFIT SHARING PLAN AND TRUST (2016) Form 5500
Creator: INTERNATIONAL CONSULTING GROUP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, INTERNATIONAL CONSULTING GROUP, INC. 401(K) PROFIT SHARING PLAN AND TRUST, INTERNATIONAL CONSULTING GROUP, INC.

INTERNATIONAL CONSULTING GROUP, INC.EIN 36-3912612Plan #001PY 2016

1010 N HOOKER ST., SUITE 301 - CHICAGO, IL 60642312-943-3600icgrehab.comLinkedIn201-500 employeeshospital & health care

Prospect flagsHigh feesLow employer contribution

How to read this page

Total assets (EOY)

$2.3M

+7.3% from 2015

Total participants

112

+13.1% from 2015

Average account balance

$24,323

-56.6% from 2015

Annual return

7.32%

+8.18 pp from 2015

Benchmarks

See 5,140 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,140 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.27M

Not enough data

1 years with asset history on file

Average account balance

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

$68K

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.

57.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$158K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+9.72%

Not enough data

1 years with return on file

Admin fee / account holder

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

$823

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 codes2E2G2J3D2F3H2T

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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

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

$130K

$1234 / participant

Other / not subdivided$130K100.0%

% of EOY assets

5.668%

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

$24,323

$46,732-48.0%

$156,551-84.5%

$55,167-55.9%

Participation rate

82.9%

65.8%+17.1pp

84.0%-1.2pp

69.0%+13.9pp

Annual return

7.32%

17.72%-10.4pp

32.23%-24.9pp

169.23%-161.9pp

Employer contribution / active EE

$29

$2,105-98.6%

$5,501-99.5%

$1,963-98.5%

Participant deferral / active EE

$1,176

$2,204-46.6%

$4,871-75.9%

$3,054-61.5%

Admin fee / account holder

$1,379

$418+229.5%

$13,028-89.4%

$504+173.6%

INTERNATIONAL CONSULTING GROUP, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

INTERNATIONAL CONSULTING GROUP, INC. 401(K) PROFIT SHARING 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