Retirement plan

GUEST-TEK INTERACTIVE 401(K) PROFIT SHARING PLAN

Name: GUEST-TEK INTERACTIVE ENTERTAINMENT, INC. - GUEST-TEK INTERACTIVE 401(K) PROFIT SHARING PLAN (2020) 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 2020

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

Prospect flagsLow returnsLow assets / participant

How to read this page

Total assets (EOY)

$1.9M

-19.9% from 2019

Total participants

-20.3% from 2019

Average account balance

$21,989

-9.5% from 2019

Annual return

10.25%

-11.97 pp from 2019

Benchmarks

See 26,422 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort26,422 peers

Snapshot2020

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 & KNIGHT2 years Filed as: HOLLAND FINANCIAL SERVICES Service code 27 1 HUNTINGTON RD, STE 804 · ATHENS, GA 30606	Advisory (Plan)	$7,224
LINCOLN NATIONAL CORPORATION3 years Service code 13 · EIN 35-1140070	Contract Administrator	$5,469

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

2 tripped

OpportunityLow returns
Annual investment return 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.

Expense breakdown

Schedule H Part II

Admin total

$16K

$380 / participant

Contract admin$5K34.3%
Other / not subdivided$10K65.7%

% of EOY assets

0.854%

all-in expense ratio

Categories reported

1 / 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

$21,989

$98,766-77.7%

$149,730-85.3%

$79,852-72.5%

Participation rate

78.6%

75.8%+2.8pp

82.5%-3.9pp

69.6%+8.9pp

Annual return

10.25%

27.43%-17.2pp

276.70%-266.4pp

31.72%-21.5pp

Employer contribution / active EE

$3,217-100.0%

$4,645-100.0%

$2,471-100.0%

Participant deferral / active EE

$2,559

$5,681-55.0%

$6,843-62.6%

$3,740-31.6%

Admin fee / account holder

$188

$6,052-96.9%

$9,310-98.0%

$5,306-96.5%

Provider

Service type

Compensation

HOLLAND & KNIGHT2 years

Filed as: HOLLAND FINANCIAL SERVICES

Service code 27

1 HUNTINGTON RD, STE 804 · ATHENS, GA 30606

Advisory (Plan)

$7,224

LINCOLN NATIONAL CORPORATION3 years

Service code 13 · EIN 35-1140070

Contract Administrator

$5,469

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