Retirement plan

BOTTOMLINE RECRUITING 401(K) SAVINGS PLAN

Name: BOTTOMLINE RECRUITING - BOTTOMLINE RECRUITING 401(K) SAVINGS PLAN (2017) Form 5500
Creator: BOTTOMLINE RECRUITING
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BOTTOMLINE RECRUITING 401(K) SAVINGS PLAN, BOTTOMLINE RECRUITING

BOTTOMLINE RECRUITINGEIN 45-2958241Plan #001PY 2017

125 S.CLARK STREET, 17TH FLOOR - CHICAGO, IL 60603312-533-2231bottomlinerecruit.comLinkedIn51-200 employeesstaffing and recruiting

Prospect flagsHigh feesLow participationHigh assets / participant

How to read this page

Total assets (EOY)

$639K

+23.9% from 2016

Total participants

+50.0% from 2016

Average account balance

$319,514

+23.9% from 2016

Annual return

14.20%

+6.49 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

$1.67M

Not enough data

1 years with asset history on file

Average account balance

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

$834K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$40K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$20K

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

+14.60%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5193

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 codes2E2F2G2J2R3D

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.
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

3 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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

$4K

$1316 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.618%

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

$319,514

$101,063+216.2%

$81,473+292.2%

$147,586+116.5%

Participation rate

66.7%

74.5%-7.8pp

68.0%-1.3pp

82.8%-16.2pp

Annual return

14.20%

32.41%-18.2pp

38.78%-24.6pp

578.59%-564.4pp

Employer contribution / active EE

$6,630

$3,206+106.8%

$2,568+158.2%

$4,876+36.0%

Participant deferral / active EE

$10,000

$4,242+135.7%

$3,537+182.7%

$5,439+83.9%

Admin fee / account holder

$1,975

$5,812-66.0%

$4,561-56.7%

$10,886-81.9%

BOTTOMLINE RECRUITING 401(K) SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BOTTOMLINE RECRUITING 401(K) SAVINGS 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