Retirement plan

DATA PLUS SECURITY, LLC 401(K) PLAN

Name: DATA PLUS SECURITY, LLC - DATA PLUS SECURITY, LLC 401(K) PLAN (2016) Form 5500
Creator: DATA PLUS SECURITY, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DATA PLUS SECURITY, LLC 401(K) PLAN, DATA PLUS SECURITY, LLC

DATA PLUS SECURITY, LLCEIN 37-1553710Plan #001PY 2016

4200 TOVE BOULEVARD - HUEYTOWN, AL 35023205-436-8020

Prospect flagsLow assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$88K

+201.3% from 2015

Total participants

+50.0% from 2015

Average account balance

$9,750

+67.4% from 2015

Annual return

15.23%

+18.53 pp from 2015

Benchmarks

See 113,086 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort113,086 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.71M

Not enough data

1 years with asset history on file

Average account balance

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

$71K

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.

109.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$183K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+13.89%

Not enough data

1 years with return on file

Admin fee / account holder

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

$30

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 codes2E2J2R3D

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.
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

2 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$9,750

$135,956-92.8%

$123,894-92.1%

$273,972-96.4%

Participation rate

75.0%

84.1%-9.1pp

81.4%-6.4pp

83.0%-8.0pp

Annual return

15.23%

56.63%-41.4pp

47.52%-32.3pp

41.46%-26.2pp

Employer contribution / active EE

$1,795

$5,170-65.3%

$4,617-61.1%

$4,869-63.1%

Participant deferral / active EE

$2,721

$6,343-57.1%

$5,984-54.5%

$5,287-48.5%

Admin fee / account holder

$9,817-100.0%

$8,357-100.0%

$10,133-100.0%

DATA PLUS SECURITY, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

DATA PLUS SECURITY, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion