Retirement plan

INSERV 401(K) PLAN

Name: INTEGRATED SERVICE COMPANY LLC - INSERV 401(K) PLAN (2015) Form 5500
Creator: INTEGRATED SERVICE COMPANY LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, INSERV 401(K) PLAN, INTEGRATED SERVICE COMPANY LLC

INTEGRATED SERVICE COMPANY LLCEIN 46-5212780Plan #001PY 2015

1900 N. 161ST EAST AVE. - TULSA, OK 74116918-234-4150inservusa.comLinkedIn501-1000 employeesoil & energy

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$6.5M

No prior year

Total participants

301

No prior year

Average account balance

$57,335

No prior year

Annual return

7.82%

No prior year

Benchmarks

See 2,226 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort2,226 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$28.63M

Not enough data

1 years with asset history on file

Average account balance

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

$107K

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.

268

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.

11.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.81M

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

+15.42%

Not enough data

1 years with return on file

Admin fee / account holder

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

$357

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 4 by compensation

Provider	Service type	Compensation
TRANSAMERICA RETIREMENT SOLUTIONS1+ years Service code 15 · EIN 13-3689044	Recordkeeping	$28,681
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 22	Insurance Broker	$9,575
WJPR CPAS1+ years Service code 15 · EIN 73-1553481	Recordkeeping	$600
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADIVSORS, LLC Service code 22 · EIN 54-0910269	Insurance Broker	$0

Plan features & details

Pension benefit codes2E2F2G2J2K2T3H

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.
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.
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.
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

1 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$29K

$98 / participant

Contract admin$3K9.6%
Other / not subdivided$26K90.4%

% of EOY assets

0.444%

all-in expense ratio

Categories reported

1 / 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: BKD LLP
Auditor EIN: 440160260
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$57,335

$72,770-21.2%

$67,652-15.2%

$55,191+3.9%

Participation rate

35.8%

78.8%-42.9pp

75.7%-39.8pp

69.2%-33.3pp

Annual return

7.82%

-3.26%+11.1pp

6625.40%-6617.6pp

10.78%-3.0pp

Employer contribution / active EE

$995

$1,769-43.8%

$2,266-56.1%

$1,899-47.6%

Participant deferral / active EE

$2,596

$3,408-23.8%

$3,560-27.1%

$3,046-14.8%

Admin fee / account holder

$255

$79+223.4%

$4,821-94.7%

$91+180.7%

Provider

Service type

Compensation

TRANSAMERICA RETIREMENT SOLUTIONS1+ years

Service code 15 · EIN 13-3689044

Recordkeeping

$28,681

WELLS FARGO BANK, N.A.1+ years

Filed as: WELLS FARGO ADVISORS, LLC

Service code 22

Insurance Broker

$9,575

WJPR CPAS1+ years

Service code 15 · EIN 73-1553481

Recordkeeping

$600

WELLS FARGO BANK, N.A.1+ years

Filed as: WELLS FARGO ADIVSORS, LLC

Service code 22 · EIN 54-0910269

Insurance Broker

INSERV 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

INSERV 401(K) 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