Retirement plan

VOZZCOM INC 401K PROFIT SHARING PLAN & TRUST

Name: VOZZCOM, INC - VOZZCOM INC 401K PROFIT SHARING PLAN & TRUST (2015) Form 5500
Creator: VOZZCOM, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, VOZZCOM INC 401K PROFIT SHARING PLAN & TRUST, VOZZCOM, INC

VOZZCOM, INCEIN 65-1069712Plan #001PY 2015

11768 WEST SAMPLE RD STE 101 - CORAL SPRINGS, FL 330653170954-753-8600vozzcom.netLinkedIn201-500 employeestelecommunications

Prospect flagsLow participationLow participant contribution

How to read this page

Total assets (EOY)

$2.6M

No prior year

Total participants

129

No prior year

Average account balance

$33,127

No prior year

Annual return

-0.22%

No prior year

Benchmarks

See 4,662 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort4,662 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.61M

Not enough data

1 years with asset history on file

Average account balance

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

$115K

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.

85.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$254K

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

+15.66%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6097

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

Top 2 by compensation

Provider	Service type	Compensation
EJREYNOLDS, INC.1+ years Filed as: EJREYNOLDS, INC. 59-2265857 Service code 99	Other Fees	$1,235
VOYA RETIREMENT INSURANCE & ANNUITY1+ years Filed as: VOYA RETIREMENT INS & ANNUITY CO. Service code 26 · EIN 71-0294708 P.O. BOX 990067 · HARTFORD, CT 061990067	Advisory (Participants)	$0

Plan features & details

Pension benefit codes2E2F2G2H2J2T3D

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.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$1K

$13 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.050%

all-in expense ratio

Categories reported

0 / 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: SUMMIT CPA GROUP
Auditor EIN: 113730017
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$33,127

$70,002-52.7%

$115,038-71.2%

$52,331-36.7%

Participation rate

50.5%

72.1%-21.6pp

81.4%-30.9pp

68.1%-17.6pp

Annual return

-0.22%

4.04%-4.3pp

26.14%-26.4pp

4.54%-4.8pp

Employer contribution / active EE

$1,028

$2,715-62.1%

$4,608-77.7%

$1,882-45.4%

Participant deferral / active EE

$2,084

$4,920-57.6%

$6,026-65.4%

$3,022-31.0%

Admin fee / account holder

$17

$566-97.1%

$8,175-99.8%

$592-97.2%

Provider

Service type

Compensation

EJREYNOLDS, INC.1+ years

Filed as: EJREYNOLDS, INC. 59-2265857

Service code 99

Other Fees

$1,235

VOYA RETIREMENT INSURANCE & ANNUITY1+ years

Filed as: VOYA RETIREMENT INS & ANNUITY CO.

Service code 26 · EIN 71-0294708

P.O. BOX 990067 · HARTFORD, CT 061990067

Advisory (Participants)

VOZZCOM INC 401K PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

VOZZCOM INC 401K PROFIT SHARING PLAN & TRUST

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