Retirement plan

THE ABBE GROUP RETIREMENT PLAN

Name: ABBE, INC - THE ABBE GROUP RETIREMENT PLAN (2015) Form 5500
Creator: ABBE, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE ABBE GROUP RETIREMENT PLAN, ABBE, INC

ABBE, INCEIN 42-1373123Plan #001PY 2015

740 NORTH 15TH AVENUE, SUITE A - HIAWATHA, IA 52233319-398-3634abbefamily.comLinkedIn1-10 employeesindividual & family services

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$11M

No prior year

Total participants

488

No prior year

Average account balance

$23,377

No prior year

Annual return

-0.70%

No prior year

Benchmarks

See 563 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants250-999

Cohort563 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$14.79M

Not enough data

1 years with asset history on file

Average account balance

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

$41K

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.

358

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.

78.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+9.80%

Not enough data

1 years with return on file

Admin fee / account holder

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

$247

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

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

Service providers

Top 2 by compensation

Provider	Service type	Compensation
UNIFIED TRUST COMPANY, N.A.1+ years Filed as: UNIFIED TRUST COMPANY, INC. Service code 15 · EIN 61-1381380	Recordkeeping	$45,284
FINANCIAL DESIGN SERVICES, INC.1+ years Service code 26 · EIN 42-1230125	Advisory (Participants)	$33,957

Plan features & details

Pension benefit codes2A2E2G2J2F3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$79K

$226 / participant

Other / not subdivided$79K100.0%

% of EOY assets

0.720%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: CLIFTON LARSON ALLEN LLP
Auditor EIN: 410746749
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$23,377

$27,330-14.5%

$67,711-65.5%

$55,191-57.6%

Participation rate

95.1%

47.5%+47.6pp

67.5%+27.6pp

69.2%+26.0pp

Annual return

-0.70%

8.81%-9.5pp

25.41%-26.1pp

10.78%-11.5pp

Employer contribution / active EE

$1,387

$855+62.3%

$2,559-45.8%

$1,899-26.9%

Participant deferral / active EE

$1,847

$1,709+8.1%

$3,585-48.5%

$3,046-39.4%

Admin fee / account holder

$168

$109+54.0%

$4,255-96.0%

$91+85.3%

Provider

Service type

Compensation

UNIFIED TRUST COMPANY, N.A.1+ years

Filed as: UNIFIED TRUST COMPANY, INC.

Service code 15 · EIN 61-1381380

Recordkeeping

$45,284

FINANCIAL DESIGN SERVICES, INC.1+ years

Service code 26 · EIN 42-1230125

Advisory (Participants)

$33,957

THE ABBE GROUP RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE ABBE GROUP RETIREMENT 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