Retirement plan

INTRUDER ALERT SYSTEMS OF SAN ANTONIO, INC. 401(K) PLAN

Name: INTRUDER ALERT SYSTEMS OF SAN ANTONIO, INC. - INTRUDER ALERT SYSTEMS OF SAN ANTONIO, INC. 401(K) PLAN (2018) Form 5500
Creator: INTRUDER ALERT SYSTEMS OF SAN ANTONIO, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, INTRUDER ALERT SYSTEMS OF SAN ANTONIO, INC. 401(K) PLAN, INTRUDER ALERT SYSTEMS OF SAN ANTONIO, INC.

INTRUDER ALERT SYSTEMS OF SAN ANTONIO, INC.EIN 74-2352729Plan #001PY 2018

100 GALLERIA FAIR - SAN ANTONIO, TX 78232210-494-4900

Prospect flagsHigh feesLow participationLow employer contribution

How to read this page

Total assets (EOY)

$345K

-12.9% from 2017

Total participants

+13.6% from 2017

Average account balance

$24,666

+5.8% from 2017

Annual return

-6.31%

-26.78 pp from 2017

Benchmarks

See 12,593 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort12,593 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.03M

Not enough data

1 years with asset history on file

Average account balance

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

$148K

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.

28.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$12K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$838

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

+18.08%

Not enough data

1 years with return on file

Admin fee / account holder

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

$840

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

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2F2G2J2T3D

Plan features

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

3 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$41K

$1882 / participant

Other / not subdivided$41K100.0%

% of EOY assets

11.987%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$24,666

$95,188-74.1%

$76,518-67.8%

$135,379-81.8%

Participation rate

50.0%

74.4%-24.4pp

68.0%-18.0pp

82.6%-32.6pp

Annual return

-6.31%

4.85%-11.2pp

-0.27%-6.0pp

519.79%-526.1pp

Employer contribution / active EE

$68

$3,303-97.9%

$2,647-97.4%

$4,779-98.6%

Participant deferral / active EE

$625

$4,640-86.5%

$3,836-83.7%

$5,609-88.9%

Admin fee / account holder

$2,957

$6,249-52.7%

$4,849-39.0%

$10,828-72.7%

INTRUDER ALERT SYSTEMS OF SAN ANTONIO, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

INTRUDER ALERT SYSTEMS OF SAN ANTONIO, INC. 401(K) 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