Retirement plan

STRATUS.HR RETIREMENT PLAN

Name: ISI HR, INC. DBA STRATUS.HR - STRATUS.HR RETIREMENT PLAN (2015) Form 5500
Creator: ISI HR, INC. DBA STRATUS.HR
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STRATUS.HR RETIREMENT PLAN, ISI HR, INC. DBA STRATUS.HR

ISI HR, INC. DBA STRATUS.HREIN 45-3548842Plan #333PY 2015

859 W. SOUTH JORDAN PARKWAY #200 - SOUTH JORDAN, UT 84095801-984-0252stratus.hrLinkedIn51-200 employeeshuman resources

Prospect flagsLow participationCorrective distributions

How to read this page

Total assets (EOY)

$13.2M

No prior year

Total participants

1,761

No prior year

Average account balance

$16,016

No prior year

Annual return

13.49%

No prior year

Benchmarks

See 258 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants1,000-4,999

Cohort258 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$63.67M

Not enough data

1 years with asset history on file

Average account balance

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

$21K

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.

3,058

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.

80.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$13.17M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+5.64%

Not enough data

1 years with return on file

Admin fee / account holder

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

$100

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 3 by compensation

Provider	Service type	Compensation
TRANSAMERICA RETIREMENT SOLUTIONS1+ years Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399	Recordkeeping	$109,884
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION Service code 22 · EIN 95-2834236	Insurance Broker	$0
SKIDMORE AND OLAUSSON PLLC1+ years Service code 10 · EIN 20-8950260	Accounting	$0

Plan features & details

Pension benefit codes2E2G2J2K

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$117K

$78 / participant

Investment mgmt$7K6.2%
Contract admin$110K93.8%

% of EOY assets

0.884%

all-in expense ratio

Categories reported

2 / 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: SKIDMORE AND OLAUSSON
Auditor EIN: 208950260
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$16,016

$30,979-48.3%

$67,704-76.3%

$59,188-72.9%

Participation rate

38.0%

40.5%-2.5pp

67.5%-29.5pp

69.4%-31.4pp

Annual return

13.49%

-1.74%+15.2pp

25.41%-11.9pp

5.51%+8.0pp

Employer contribution / active EE

$656

$807-18.7%

$2,559-74.4%

$2,098-68.7%

Participant deferral / active EE

$1,497

$1,603-6.6%

$3,585-58.2%

$3,265-54.1%

Admin fee / account holder

$142

$81+74.8%

$4,255-96.7%

$92+53.5%

Provider

Service type

Compensation

TRANSAMERICA RETIREMENT SOLUTIONS1+ years

Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN

Service code 15 · EIN 36-6071399

Recordkeeping

$109,884

LPL FINANCIAL1+ years

Filed as: LPL FINANCIAL CORPORATION

Service code 22 · EIN 95-2834236

Insurance Broker

SKIDMORE AND OLAUSSON PLLC1+ years

Service code 10 · EIN 20-8950260

Accounting

STRATUS.HR RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

STRATUS.HR 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