Retirement plan

LONG VIEW SYSTEMS 401 (K) PLAN

Name: LONG VIEW SYSTEMS CORPORATION USA - LONG VIEW SYSTEMS 401 (K) PLAN (2019) 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 2019

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

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$13.3M

+28.5% from 2018

Total participants

448

+1.8% from 2018

Average account balance

$31,001

+20.1% from 2018

Annual return

27.22%

+32.21 pp from 2018

Benchmarks

See 5,552 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort5,552 peers

Snapshot2019

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 2 by compensation

Provider	Service type	Compensation
JOHN HANCOCK LIFE INSURANCE COMPANY5+ years Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346	Recordkeeping	$2,829
WILSHIRE ASSOCIATES INCORPORATED1 year Filed as: WILSHIRE ASSOCIATES INC(USA) Service code 26 · EIN 95-2755361	Advisory (Participants)	$406

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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$25K

$118 / participant

Investment mgmt$4061.7%
Contract admin$15K61.3%
Other / not subdivided$9K37.1%

% of EOY assets

0.185%

all-in expense ratio

Categories reported

2 / 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

$31,001

$89,652-65.4%

$141,191-78.0%

$65,185-52.4%

Participation rate

90.3%

74.7%+15.6pp

82.5%+7.9pp

70.2%+20.1pp

Annual return

27.22%

32.79%-5.6pp

71.41%-44.2pp

29.38%-2.2pp

Employer contribution / active EE

$3,670

$3,065+19.7%

$4,736-22.5%

$2,177+68.6%

Participant deferral / active EE

$3,855

$5,691-32.3%

$6,710-42.6%

$3,514+9.7%

Admin fee / account holder

$57

$569-89.9%

$10,264-99.4%

$847-93.2%

Provider

Service type

Compensation

JOHN HANCOCK LIFE INSURANCE COMPANY5+ years

Filed as: JOHN HANCOCK USA

Service code 15 · EIN 01-0233346

Recordkeeping

$2,829

WILSHIRE ASSOCIATES INCORPORATED1 year

Filed as: WILSHIRE ASSOCIATES INC(USA)

Service code 26 · EIN 95-2755361

Advisory (Participants)

$406

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