Retirement plan

STARFISH HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Name: STARFISH HOLDINGS, INC. - STARFISH HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN (2016) Form 5500
Creator: STARFISH HOLDINGS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STARFISH HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN, STARFISH HOLDINGS, INC.

STARFISH HOLDINGS, INC.EIN 47-1834100Plan #003PY 2016

4090 SOUTH MEMORIAL PARKWAY - HUNTSVILLE, AL 35802256-319-6000starfishholdings.comLinkedIn1-10 employees

Other plans on this EIN

1 filing

#001Retirement-$52.4M assets

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$122.1M

+36.8% from 2015

Total participants

584

+34.9% from 2015

Average account balance

$211,162

+1.5% from 2015

Annual return

33.58%

-9.71 pp from 2015

Benchmarks

See 2,524 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort2,524 peers

Snapshot2016

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$515.37M

Not enough data

1 years with asset history on file

Average account balance

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

$262K

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.

1,966

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.

99.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$50.73M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$28K

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

+5.88%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

See the 6-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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 codes2E2I2K2O3H3I

Plan features

2E
Profit-sharing
Profit-sharing plan.
2I
Stock bonus
Stock bonus plan.
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.
2O
ESOP other than a leveraged ESOP
Employee stock ownership plan that is not leveraged.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).
3I
Employer securities investment required
Plan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.

Opportunity flags

1 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Plan-level admin expenses are zero - fees are likely paid at the master-trust level rather than the individual plan.

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: WARREN AVERETT CPAS AND ADVISORS
Auditor EIN: 454084437
Audit fees: (not subdivided)
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$211,162

$80,177+163.4%

$123,892+70.4%

$57,658+266.2%

Participation rate

98.9%

74.4%+24.5pp

81.4%+17.5pp

70.2%+28.7pp

Annual return

33.58%

17.90%+15.7pp

47.52%-13.9pp

5.13%+28.5pp

Employer contribution / active EE

$8,317

$2,913+185.5%

$4,617+80.1%

$1,974+321.4%

Participant deferral / active EE

$5,130-100.0%

$5,984-100.0%

$3,061-100.0%

Admin fee / account holder

$106-100.0%

$8,357-100.0%

$95-100.0%

STARFISH HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

STARFISH HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP 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