Retirement plan

EMPLOYEE BENEFIT PLAN OF MANAGEMENT DATA, INC. MANAGEMENT DATA, INC.

Name: MANAGEMENT DATA, INC. - EMPLOYEE BENEFIT PLAN OF MANAGEMENT DATA, INC. MANAGEMENT DATA, INC. (2016) Form 5500
Creator: MANAGEMENT DATA, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF MANAGEMENT DATA, INC. MANAGEMENT DATA, INC., MANAGEMENT DATA, INC.

MANAGEMENT DATA, INC.EIN 58-2425477Plan #001PY 2016

2060 OAK MOUNTAIN DR - PELHAM, AL 351241327205-378-1380

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.6M

+1.9% from 2015

Total participants

0.0% from 2015

Average account balance

$74,188

+4.8% from 2015

Annual return

67147.81%

+67152.66 pp from 2015

Benchmarks

See 24,581 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort24,581 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.68M

Not enough data

1 years with asset history on file

Average account balance

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

$100K

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.

88.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$214K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+10.12%

Not enough data

1 years with return on file

Admin fee / account holder

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

$48332

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 codes2F2T

Plan features

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).
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.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$80K

$2294 / participant

Other / not subdivided$80K100.0%

% of EOY assets

3.093%

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

$74,188

$76,551-3.1%

$123,894-40.1%

$62,881+18.0%

Participation rate

97.1%

73.0%+24.2pp

81.4%+15.7pp

69.3%+27.8pp

Annual return

67147.81%

18.68%+67129.1pp

47.52%+67100.3pp

20.14%+67127.7pp

Employer contribution / active EE

$1,893

$2,882-34.3%

$4,617-59.0%

$2,281-17.0%

Participant deferral / active EE

$3,611

$4,840-25.4%

$5,984-39.7%

$3,203+12.7%

Admin fee / account holder

$2,294

$4,826-52.5%

$8,357-72.5%

$4,296-46.6%

EMPLOYEE BENEFIT PLAN OF MANAGEMENT DATA, INC. MANAGEMENT DATA, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF MANAGEMENT DATA, INC. MANAGEMENT DATA, INC.

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