Retirement plan

PARKER CONSULTING GROUP 401(K) PLAN

Name: PARKER CONSULTING GROUP - PARKER CONSULTING GROUP 401(K) PLAN (2018) Form 5500
Creator: PARKER CONSULTING GROUP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PARKER CONSULTING GROUP 401(K) PLAN, PARKER CONSULTING GROUP

PARKER CONSULTING GROUPEIN 46-5608646Plan #001PY 2018

6230 WILSHIRE BLVD., #97 - LOS ANGELES, CA 90048323-899-5991parkerconsulting.comLinkedIn1-10 employeesinformation technology and services

Other plans on this EIN

1 filing

#002Retirement-$1.5M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.2M

+14.5% from 2017

Total participants

0.0% from 2017

Average account balance

$174,616

+14.5% from 2017

Annual return

-8.20%

-24.21 pp from 2017

Benchmarks

See 33,727 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort33,727 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.73M

Not enough data

1 years with asset history on file

Average account balance

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

$533K

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

$45K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+14.97%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5039

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 codes2E2J3D

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.
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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$16K

$2328 / participant

Other / not subdivided$16K100.0%

% of EOY assets

1.333%

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

$174,616

$90,606+92.7%

$79,466+119.7%

$135,379+29.0%

Participation rate

100.0%

76.0%+24.0pp

73.3%+26.7pp

82.6%+17.4pp

Annual return

-8.20%

977.69%-985.9pp

718.28%-726.5pp

519.79%-528.0pp

Employer contribution / active EE

$16,071

$3,068+423.9%

$2,800+473.9%

$4,779+236.3%

Participant deferral / active EE

$18,500

$4,050+356.8%

$3,704+399.5%

$5,609+229.8%

Admin fee / account holder

$2,328

$5,895-60.5%

$5,104-54.4%

$10,828-78.5%

PARKER CONSULTING GROUP 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PARKER CONSULTING GROUP 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