Retirement plan

PROTECH SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST

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

PROTECH SOLUTIONS, INC.EIN 73-1465867Plan #001PY 2015

303 W CAPITOL AVE SUITE 330 - LITTLE ROCK, AR 722013517501-687-2305protechsolutions.comLinkedIn201-500 employeesinformation technology and services

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$4.7M

No prior year

Total participants

114

No prior year

Average account balance

$45,919

No prior year

Annual return

-0.13%

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

$21.95M

Not enough data

1 years with asset history on file

Average account balance

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

$145K

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.

151

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.

81.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.62M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+12.84%

Not enough data

1 years with return on file

Admin fee / account holder

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

$622

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 3 by compensation

Provider	Service type	Compensation
CALTON & ASSOCIATES, INC.1+ years Filed as: CALTON & ASSOCIATES INC Service code 61 2701 N ROCKY POINT DR STE1000 · TAMPA, FL 33607	Finders' fees / placement fees	$39,947
NATIONAL FINANCIAL SERVICES1+ years Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 61 · EIN 04-3523567	Finders' fees / placement fees	$30,964
FIDELITY INVESTMENTS INSTITUTIONAL1+ years Service code 37 · EIN 04-2647786	Loan Processing	$188

Plan features & details

Pension benefit codes2G2J2K2T3D3H2E

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$6K

$55 / participant

Other / not subdivided$6K100.0%

% of EOY assets

0.124%

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: HOGANTAYLOR, LLP
Auditor EIN: 731413977
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$45,919

$70,002-34.4%

$115,038-60.1%

$52,331-12.3%

Participation rate

89.6%

72.1%+17.5pp

81.4%+8.3pp

68.1%+21.5pp

Annual return

-0.13%

4.04%-4.2pp

26.14%-26.3pp

4.54%-4.7pp

Employer contribution / active EE

$1,751

$2,715-35.5%

$4,608-62.0%

$1,882-7.0%

Participant deferral / active EE

$4,483

$4,920-8.9%

$6,026-25.6%

$3,022+48.3%

Admin fee / account holder

$57

$566-90.0%

$8,175-99.3%

$592-90.4%

Provider

Service type

Compensation

CALTON & ASSOCIATES, INC.1+ years

Filed as: CALTON & ASSOCIATES INC

Service code 61

2701 N ROCKY POINT DR STE1000 · TAMPA, FL 33607

Finders' fees / placement fees

$39,947

NATIONAL FINANCIAL SERVICES1+ years

Filed as: NATIONAL FINANCIAL SERVICES LLC

Service code 61 · EIN 04-3523567

Finders' fees / placement fees

$30,964

FIDELITY INVESTMENTS INSTITUTIONAL1+ years

Service code 37 · EIN 04-2647786

Loan Processing

$188

PROTECH SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PROTECH SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND 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