Retirement plan

ADI SYSTEMS, INC. 401(K) PLAN

Name: ADI SYSTEMS, INC. - ADI SYSTEMS, INC. 401(K) PLAN (2015) Form 5500
Creator: ADI SYSTEMS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ADI SYSTEMS, INC. 401(K) PLAN, ADI SYSTEMS, INC.

ADI SYSTEMS, INC.EIN 75-2200243Plan #001PY 2015

P.O. BOX 860782 - PLANO, TX 75080972-644-3735

Other plans on this EIN

1 filing

#002Retirement-$464K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$95K

No prior year

Total participants

No prior year

Average account balance

$47,730

No prior year

Annual return

2.76%

No prior year

Benchmarks

See 30,162 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort30,162 peers

Snapshot2015

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

Analytics

Less than 3 years of history available for this plan

We'll show a chart here once at least 3 consecutive filings are on record.

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 codes2E2G2J3D2F

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.
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

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

$2K

$915 / participant

Other / not subdivided$2K100.0%

% of EOY assets

1.917%

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

$47,730

$87,546-45.5%

$75,784-37.0%

$125,389-61.9%

Participation rate

100.0%

80.2%+19.8pp

75.8%+24.2pp

83.2%+16.8pp

Annual return

2.76%

13.49%-10.7pp

9.68%-6.9pp

282.24%-279.5pp

Employer contribution / active EE

$3,930-100.0%

$3,323-100.0%

$4,866-100.0%

Participant deferral / active EE

$21,000

$4,230+396.5%

$3,652+475.1%

$5,352+292.4%

Admin fee / account holder

$915

$6,503-85.9%

$5,300-82.7%

$9,541-90.4%

ADI SYSTEMS, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ADI SYSTEMS, 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