Retirement plan

SOCIETY FOR IMAGING SCIENCE AND TECHNOLOGY 401K PLAN

Name: SOCIETY FOR IMAGING SCIENCE AND TECHNOLOGY - SOCIETY FOR IMAGING SCIENCE AND TECHNOLOGY 401K PLAN (2015) Form 5500
Creator: SOCIETY FOR IMAGING SCIENCE AND TECHNOLOGY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SOCIETY FOR IMAGING SCIENCE AND TECHNOLOGY 401K PLAN, SOCIETY FOR IMAGING SCIENCE AND TECHNOLOGY

SOCIETY FOR IMAGING SCIENCE AND TECHNOLOGYEIN 53-0236896Plan #003PY 2015

7003 KILWORTH LANE - SPRINGFIELD, VA 22151703-642-9090imaging.orgLinkedIn1-10 employeesnon-profit organization management

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$947K

No prior year

Total participants

No prior year

Average account balance

$157,899

No prior year

Annual return

-0.15%

No prior year

Benchmarks

See 103,910 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort103,910 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.34M

Not enough data

1 years with asset history on file

Average account balance

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

$446K

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.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$47K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$23K

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

+7.78%

Not enough data

1 years with return on file

Admin fee / account holder

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

$242445

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 codes2E2G2J3D

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.
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

$391K

$65120 / participant

Other / not subdivided$391K100.0%

% of EOY assets

41.242%

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

$157,899

$127,386+24.0%

$115,037+37.3%

$125,388+25.9%

Participation rate

100.0%

84.2%+15.8pp

81.4%+18.6pp

83.2%+16.8pp

Annual return

-0.15%

31.28%-31.4pp

26.14%-26.3pp

282.24%-282.4pp

Employer contribution / active EE

$8,205

$5,166+58.8%

$4,608+78.1%

$4,866+68.6%

Participant deferral / active EE

$7,807

$6,423+21.5%

$6,026+29.5%

$5,352+45.9%

Admin fee / account holder

$65,120

$9,516+584.3%

$8,175+696.6%

$9,541+582.6%

SOCIETY FOR IMAGING SCIENCE AND TECHNOLOGY 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SOCIETY FOR IMAGING SCIENCE AND TECHNOLOGY 401K 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