Retirement plan

EASTER SEALS NORTH GEORGIA 401K PLAN

Name: EASTER SEALS NORTH GA, INC. - EASTER SEALS NORTH GEORGIA 401K PLAN (2016) Form 5500
Creator: EASTER SEALS NORTH GA, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EASTER SEALS NORTH GEORGIA 401K PLAN, EASTER SEALS NORTH GA, INC.

EASTER SEALS NORTH GA, INC.EIN 58-1919768Plan #002PY 2016

53, PERIMETER CENTER EAST,SUITE 550 - ATLANTA, GA 30346404-214-0802fashionuncorked.comLinkedIn1-10 employees

Prospect flagsLow participation

Top hat statement on fileNQDC

Filed March 27, 2020

Plan administrator

Plan administrator name— Sign in and upgrade to view

53 Perimeter Center East, Suite 550

Atlanta, GA 30346

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Plans declared (1)

Easter Seals North Georgia, Inc. 457(f) Deferred Compensation Plan1 emp

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Total assets (EOY)

$2.2M

+16.6% from 2015

Total participants

241

+5.7% from 2015

Average account balance

$17,386

+21.3% from 2015

Annual return

6.39%

+8.31 pp from 2015

Benchmarks

See 1,686 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants100-249

Cohort1,686 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.53M

Not enough data

1 years with asset history on file

Average account balance

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

$26K

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.

134

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.

45.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$594K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+10.08%

Not enough data

1 years with return on file

Admin fee / account holder

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

$20

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
TRANSAMERICA RETIREMENT SOLUTIONS2+ years Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399	Recordkeeping	$9,345
THE RETIREMENT ADVANTAGE INC2+ years Filed as: THE RETIREMENT ADVANTAGE Service code 15 · EIN 39-1816008	Recordkeeping	$1,593

Plan features & details

Pension benefit codes2E2F2G2J2K3D

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.
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

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$11K

$48 / participant

Contract admin$11K100.0%

% of EOY assets

0.506%

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: JONES AND KOLB
Auditor EIN: 581763570
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$17,386

$43,423-60.0%

$78,676-77.9%

$55,167-68.5%

Participation rate

48.0%

68.0%-20.0pp

73.6%-25.6pp

69.0%-21.0pp

Annual return

6.39%

11.53%-5.1pp

62.19%-55.8pp

169.23%-162.8pp

Employer contribution / active EE

$563

$1,997-71.8%

$2,850-80.2%

$1,963-71.3%

Participant deferral / active EE

$801

$2,509-68.1%

$3,517-77.2%

$3,054-73.8%

Admin fee / account holder

$88

$416-78.9%

$4,510-98.0%

$504-82.5%

Provider

Service type

Compensation

TRANSAMERICA RETIREMENT SOLUTIONS2+ years

Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN

Service code 15 · EIN 36-6071399

Recordkeeping

$9,345

THE RETIREMENT ADVANTAGE INC2+ years

Filed as: THE RETIREMENT ADVANTAGE

Service code 15 · EIN 39-1816008

Recordkeeping

$1,593

EASTER SEALS NORTH GEORGIA 401K PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EASTER SEALS NORTH GEORGIA 401K PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

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