Retirement plan

URBAN SERVICES GROUP, INC. RETIREMENT PLAN

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

URBAN SERVICES GROUP, INC.EIN 58-2140921Plan #002PY 2016

120 HAMMOND DRIVE - ATLANTA, GA 30328404-315-1940LinkedIn51-200 employeesfacilities services

Prospect flagsLow assets / participantLow participant contributionLow fidelity bond

How to read this page

Total assets (EOY)

$259K

No prior year

Total participants

No prior year

Average account balance

$3,200

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 3,584 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants25-99

Cohort3,584 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$125K

Not enough data

1 years with asset history on file

Average account balance

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

$7K

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.

360.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$5K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$982

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

+1.74%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1225

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 codes2E2F2G2J2T3D

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.
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

3 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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

$19K

$232 / participant

Other / not subdivided$19K100.0%

% of EOY assets

7.511%

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

$3,200

$43,075-92.6%

$74,577-95.7%

$62,881-94.9%

Participation rate

92.9%

58.1%+34.8pp

68.1%+24.7pp

69.3%+23.6pp

Annual return

0.00%

17.50%-17.5pp

20.47%-20.5pp

20.14%-20.1pp

Employer contribution / active EE

$3,223

$1,498+115.2%

$2,525+27.6%

$2,281+41.3%

Participant deferral / active EE

$38

$2,389-98.4%

$3,458-98.9%

$3,203-98.8%

Admin fee / account holder

$240

$2,840-91.5%

$4,138-94.2%

$4,296-94.4%

URBAN SERVICES GROUP, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

URBAN SERVICES GROUP, INC. RETIREMENT 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