Retirement plan

VOZZCOM INC 401K PROFIT SHARING PLAN & TRUST

Name: VOZZCOM, INC - VOZZCOM INC 401K PROFIT SHARING PLAN & TRUST (2016) 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 2016

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

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$2.9M

+11.5% from 2015

Total participants

118

-8.5% from 2015

Average account balance

$35,141

+6.1% from 2015

Annual return

7.70%

+7.92 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

$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.2+ years Filed as: EJREYNOLDS, INC. 59-2265857 Service code 99	Other Fees	$1,333
VOYA RETIREMENT INSURANCE & ANNUITY2+ 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

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

$3K

$30 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.090%

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

$35,141

$76,551-54.1%

$123,894-71.6%

$62,881-44.1%

Participation rate

59.3%

73.0%-13.7pp

81.4%-22.1pp

69.3%-10.0pp

Annual return

7.70%

18.68%-11.0pp

47.52%-39.8pp

20.14%-12.4pp

Employer contribution / active EE

$1,359

$2,882-52.9%

$4,617-70.6%

$2,281-40.4%

Participant deferral / active EE

$2,696

$4,840-44.3%

$5,984-55.0%

$3,203-15.8%

Admin fee / account holder

$32

$4,826-99.3%

$8,357-99.6%

$4,296-99.3%

Provider

Service type

Compensation

EJREYNOLDS, INC.2+ years

Filed as: EJREYNOLDS, INC. 59-2265857

Service code 99

Other Fees

$1,333

VOYA RETIREMENT INSURANCE & ANNUITY2+ 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