Retirement plan

LONG VIEW SYSTEMS 401 (K) PLAN

Name: LONG VIEW SYSTEMS CORPORATION USA - LONG VIEW SYSTEMS 401 (K) PLAN (2017) Form 5500
Creator: LONG VIEW SYSTEMS CORPORATION USA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LONG VIEW SYSTEMS 401 (K) PLAN, LONG VIEW SYSTEMS CORPORATION USA

LONG VIEW SYSTEMS CORPORATION USAEIN 76-0722922Plan #001PY 2017

555 17TH STREET , SUITE 1600 - DENVER, CO 80202303-729-2200LinkedIn201-500 employeesinformation technology and services

Prospect flagsLow returnsLow participation

How to read this page

Total assets (EOY)

$11.5M

+7.9% from 2016

Total participants

465

+3.8% from 2016

Average account balance

$30,560

+13.0% from 2016

Annual return

15.18%

+6.62 pp from 2016

Benchmarks

See 2,615 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort2,615 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$18.95M

Not enough data

1 years with asset history on file

Average account balance

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

$50K

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.

382

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.

88.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.89M

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

+12.56%

Not enough data

1 years with return on file

Admin fee / account holder

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

$247

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 1 by compensation

Provider	Service type	Compensation
JOHN HANCOCK LIFE INSURANCE COMPANY3+ years Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346	Recordkeeping	$2,582

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 participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$13K

$46 / participant

Other / not subdivided$13K100.0%

% of EOY assets

0.117%

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: MOSS ADAMS LLP
Auditor EIN: 910189318
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$30,560

$155,795-80.4%

$136,298-77.6%

$69,631-56.1%

Participation rate

69.7%

75.2%-5.5pp

81.9%-12.2pp

70.7%-1.0pp

Annual return

15.18%

232464.33%-232449.2pp

5156.27%-5141.1pp

27571.02%-27555.8pp

Employer contribution / active EE

$2,373

$2,991-20.7%

$4,696-49.5%

$2,032+16.8%

Participant deferral / active EE

$2,295

$5,394-57.4%

$6,247-63.3%

$3,224-28.8%

Admin fee / account holder

$36

$128-72.0%

$9,244-99.6%

$110-67.5%

Provider

Service type

Compensation

JOHN HANCOCK LIFE INSURANCE COMPANY3+ years

Filed as: JOHN HANCOCK USA

Service code 15 · EIN 01-0233346

Recordkeeping

$2,582

LONG VIEW SYSTEMS 401 (K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LONG VIEW SYSTEMS 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