Retirement plan

QUINN CONSULTING SERVICES, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Name: QUINN CONSULTING SERVICES, INC. - QUINN CONSULTING SERVICES, INC. 401(K) PROFIT SHARING PLAN AND TRUST (2017) Form 5500
Creator: QUINN CONSULTING SERVICES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, QUINN CONSULTING SERVICES, INC. 401(K) PROFIT SHARING PLAN AND TRUST, QUINN CONSULTING SERVICES, INC.

QUINN CONSULTING SERVICES, INC.EIN 54-1871087Plan #001PY 2017

14160 NEWBROOK DRIVE, SUITE 220 - CHANTILLY, VA 20151703-818-0721quinn-consulting.comLinkedIn51-200 employeescivil engineering

Prospect flagsLow returnsLow fidelity bond

How to read this page

Total assets (EOY)

$5.9M

+26.7% from 2016

Total participants

138

+10.4% from 2016

Average account balance

$54,475

+19.8% from 2016

Annual return

13.68%

-58.09 pp from 2016

Benchmarks

See 5,160 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort5,160 peers

Snapshot2017

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

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Analytics

Total assets (EOY)

Plan-year ending balance

$15.24M

Not enough data

1 years with asset history on file

Average account balance

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

$85K

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.

179

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.

65.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.89M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+14.73%

Not enough data

1 years with return on file

Admin fee / account holder

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

$763

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

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Service providers

Top 2 by compensation

Provider	Service type	Compensation
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 921213091	Contract Administrator	$6,642
THE RETIREMENT ADVANTAGE INC2+ years Filed as: THE RETIREMENT ADVANTAGE Service code 15 · EIN 39-1816008 47 PARK PLACE · APPLETON, WI 54914	Recordkeeping	$350

Plan features & details

Pension benefit codes2A2E2J2K2F2G3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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.
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

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$8K

$65 / participant

Contract admin$8K100.0%

% of EOY assets

0.141%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.

Auditor firm: DEMBO JONES, PC
Auditor EIN: 521073331
Audit fees: (not subdivided)
Opinion code: Disclaimer

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$54,475

$80,753-32.5%

$136,294-60.0%

$62,292-12.5%

Participation rate

77.5%

73.5%+4.0pp

81.9%-4.4pp

69.5%+8.0pp

Annual return

13.68%

35.83%-22.2pp

5155.94%-5142.3pp

28.90%-15.2pp

Employer contribution / active EE

$2,406

$2,884-16.6%

$4,695-48.8%

$2,042+17.8%

Participant deferral / active EE

$4,409

$5,164-14.6%

$6,247-29.4%

$3,169+39.1%

Admin fee / account holder

$77

$525-85.4%

$9,243-99.2%

$479-84.0%

Provider

Service type

Compensation

LINCOLN NATIONAL CORPORATION2+ years

Service code 13 · EIN 35-1140070

4707 EXECUTIVE DRIVE · SAN DIEGO, CA 921213091

Contract Administrator

$6,642

THE RETIREMENT ADVANTAGE INC2+ years

Filed as: THE RETIREMENT ADVANTAGE

Service code 15 · EIN 39-1816008

47 PARK PLACE · APPLETON, WI 54914

Recordkeeping

$350

QUINN CONSULTING SERVICES, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

QUINN CONSULTING SERVICES, INC. 401(K) PROFIT SHARING PLAN AND TRUST

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