Retirement plan

PATHFINDERS, INC. EMPLOYEE CAPITAL ACCUMULATION PLAN

Name: PATHFINDERS, INC. - PATHFINDERS, INC. EMPLOYEE CAPITAL ACCUMULATION PLAN (2016) Form 5500
Creator: PATHFINDERS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PATHFINDERS, INC. EMPLOYEE CAPITAL ACCUMULATION PLAN, PATHFINDERS, INC.

PATHFINDERS, INC.EIN 58-1264952Plan #001PY 2016

229 PEACHTREE STREET, SUITE 1500 - ATLANTA, GA 30303404-688-5940LinkedIn1-10 employeesstaffing and recruiting

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.6M

+13.9% from 2015

Total participants

+14.3% from 2015

Average account balance

$202,495

-0.3% from 2015

Annual return

12.21%

+13.62 pp from 2015

Benchmarks

See 11,489 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort11,489 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.90M

Not enough data

1 years with asset history on file

Average account balance

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

$271K

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.

140.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$48K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+10.61%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2592

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

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

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

$202,495

$93,064+117.6%

$74,577+171.5%

$273,972-26.1%

Participation rate

100.0%

74.9%+25.1pp

68.1%+31.9pp

83.0%+17.0pp

Annual return

12.21%

26.18%-14.0pp

20.47%-8.3pp

41.46%-29.2pp

Employer contribution / active EE

$1,957

$3,160-38.1%

$2,525-22.5%

$4,869-59.8%

Participant deferral / active EE

$3,993

$4,160-4.0%

$3,458+15.5%

$5,287-24.5%

Admin fee / account holder

-$128

$5,273-102.4%

$4,138-103.1%

$10,133-101.3%

PATHFINDERS, INC. EMPLOYEE CAPITAL ACCUMULATION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PATHFINDERS, INC. EMPLOYEE CAPITAL ACCUMULATION 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