Retirement plan

GUEST-TEK INTERACTIVE 401(K) PROFIT SHARING PLAN

Name: GUEST-TEK INTERACTIVE ENTERTAINMENT, INC. - GUEST-TEK INTERACTIVE 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: GUEST-TEK INTERACTIVE ENTERTAINMENT, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GUEST-TEK INTERACTIVE 401(K) PROFIT SHARING PLAN, GUEST-TEK INTERACTIVE ENTERTAINMENT, INC.

GUEST-TEK INTERACTIVE ENTERTAINMENT, INC.EIN 71-0982331Plan #001PY 2017

1160 SOUTH PIONEER RD, SUITE 5 - SALT LAKE CITY, UT 84104403-536-3348LinkedIn1-10 employeescomputer software

Prospect flagsRecently reached 100 employees

How to read this page

Total assets (EOY)

$2.8M

+39.8% from 2016

Total participants

112

-9.7% from 2016

Average account balance

$26,167

+28.2% from 2016

Annual return

50.83%

+42.13 pp from 2016

Benchmarks

See 25,067 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort25,067 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.23M

Not enough data

1 years with asset history on file

Average account balance

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

$21K

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.

152.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$40K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+13.09%

Not enough data

1 years with return on file

Admin fee / account holder

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

$11619

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
HOLLAND ASSOCIATES INC1 year Service code 27 · EIN 58-1991700	Advisory (Plan)	$7,403
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290	Contract Administrator	$5,223

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

1 tripped

InformationalRecently reached 100 employees
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.

Expense breakdown

Schedule H Part II

Admin total

$13K

$147 / participant

Other / not subdivided$13K100.0%

% of EOY assets

0.447%

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: CLIFTONLARSONALLEN LLP
Auditor EIN: 410746749
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$26,167

$85,766-69.5%

$136,298-80.8%

$70,126-62.7%

Participation rate

95.3%

74.2%+21.2pp

81.9%+13.4pp

69.5%+25.8pp

Annual return

50.83%

31.46%+19.4pp

5156.27%-5105.4pp

73.15%-22.3pp

Employer contribution / active EE

$2,966-100.0%

$4,696-100.0%

$2,343-100.0%

Participant deferral / active EE

$2,591

$5,051-48.7%

$6,247-58.5%

$3,332-22.2%

Admin fee / account holder

$117

$5,421-97.8%

$9,244-98.7%

$4,645-97.5%

Provider

Service type

Compensation

HOLLAND ASSOCIATES INC1 year

Service code 27 · EIN 58-1991700

Advisory (Plan)

$7,403

PRINCIPAL LIFE INSURANCE COMPANY3+ years

Service code 13 · EIN 42-0127290

Contract Administrator

$5,223

GUEST-TEK INTERACTIVE 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GUEST-TEK INTERACTIVE 401(K) PROFIT SHARING 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