Retirement plan

INSIGHT HUMAN SERVICES, INC. RETIREMENT PLAN

Name: INSIGHT HUMAN SERVICES, INC. - INSIGHT HUMAN SERVICES, INC. RETIREMENT PLAN (2016) Form 5500
Creator: INSIGHT HUMAN SERVICES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, INSIGHT HUMAN SERVICES, INC. RETIREMENT PLAN, INSIGHT HUMAN SERVICES, INC.

INSIGHT HUMAN SERVICES, INC.EIN 56-0951129Plan #001PY 2016

665 W FOURTH ST - WINSTON-SALEM, NC 271012701336-714-3372insightnc.orgLinkedIn201-500 employeesmental health care

Prospect flagsLow returns

Top hat statement on fileNQDC

Filed November 10, 2010

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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How to read this page

Total assets (EOY)

$3.3M

No prior year

Total participants

272

No prior year

Average account balance

$14,636

No prior year

Annual return

-0.74%

No prior year

Benchmarks

See 5,140 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,140 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.17M

Not enough data

1 years with asset history on file

Average account balance

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

$27K

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.

229

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.

64.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$554K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+9.41%

Not enough data

1 years with return on file

Admin fee / account holder

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

$240

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 4 by compensation

Provider	Service type	Compensation
LINDNER CAPITAL ADVISORS1+ years Service code 28 · EIN 58-2286781 600 VILLAGE TRACE · MARIETTA, GA 30067	Investment Management	$16,447
ASPIRE FINANCIAL SERVICES1+ years Filed as: ASPIRE FINANCIAL SERVICES, LLC Service code 13 · EIN 27-1033755 4010 BOY SCOUT BLVD. · TAMPA, FL 33607	Contract Administrator	$9,230
TRINITY PENSION GROUP, LLC1+ years Filed as: TRINITY PENSION GROUP Service code 13 · EIN 20-0235252 4196 MENDENHALL OAKS PARKWAY · HIGH POINT, NC 27265	Contract Administrator	$5,694
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 PO BOX 2340 · FORT WAYNE, IN 46801	Contract Administrator	$2,613

Plan features & details

Pension benefit codes2F2G2L2M2T2E2K3D

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.
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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
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.
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

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$36K

$183 / participant

Contract admin$36K100.0%

% of EOY assets

1.091%

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: CANNON & COMPANY
Auditor EIN: 560727655
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$14,636

$46,732-68.7%

$156,551-90.7%

$55,167-73.5%

Participation rate

76.6%

65.8%+10.9pp

84.0%-7.4pp

69.0%+7.7pp

Annual return

-0.74%

17.72%-18.5pp

32.23%-33.0pp

169.23%-170.0pp

Employer contribution / active EE

$1,020

$2,105-51.5%

$5,501-81.5%

$1,963-48.0%

Participant deferral / active EE

$1,520

$2,204-31.0%

$4,871-68.8%

$3,054-50.2%

Admin fee / account holder

$160

$418-61.8%

$13,028-98.8%

$504-68.3%

Provider

Service type

Compensation

LINDNER CAPITAL ADVISORS1+ years

Service code 28 · EIN 58-2286781

600 VILLAGE TRACE · MARIETTA, GA 30067

Investment Management

$16,447

ASPIRE FINANCIAL SERVICES1+ years

Filed as: ASPIRE FINANCIAL SERVICES, LLC

Service code 13 · EIN 27-1033755

4010 BOY SCOUT BLVD. · TAMPA, FL 33607

Contract Administrator

$9,230

TRINITY PENSION GROUP, LLC1+ years

Filed as: TRINITY PENSION GROUP

Service code 13 · EIN 20-0235252

4196 MENDENHALL OAKS PARKWAY · HIGH POINT, NC 27265

Contract Administrator

$5,694

LINCOLN NATIONAL CORPORATION1+ years

Service code 13 · EIN 35-1140070

PO BOX 2340 · FORT WAYNE, IN 46801

Contract Administrator

$2,613

INSIGHT HUMAN SERVICES, INC. RETIREMENT PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

INSIGHT HUMAN SERVICES, INC. RETIREMENT PLAN

Top hat statement on fileNQDC

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