Retirement plan

MENLO ACQUISITION CORPORATION 401(K) PLAN

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

MENLO ACQUISITION CORPORATIONEIN 77-0332937Plan #001PY 2015

P.O. BOX 5430, LANIDEX CENTER, 100 MISTY LANE - PARSIPPANY, NJ 07054973-560-1400LinkedIn1-10 employeesinvestment management

Other plans on this EIN

1 filing

#002Retirement-$26.6M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$13.1M

No prior year

Total participants

No prior year

Average account balance

$137,619

No prior year

Annual return

2.06%

No prior year

Benchmarks

See 22,773 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort22,773 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$11.81M

Not enough data

1 years with asset history on file

Average account balance

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

$241K

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.

163.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$561K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

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

+16.36%

Not enough data

1 years with return on file

Admin fee / account holder

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

$39621

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

Top 3 by compensation

Provider	Service type	Compensation
COHN REZNICK LLP1+ years Service code 99 · EIN 22-1478099	Other Fees	$10,066
MORNINGSTAR1+ years Service code 27 · EIN 36-3297908	Advisory (Plan)	$6,369
VOYA RETIREMENT INSURANCE & ANNUITY1+ years Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 27 · EIN 71-0294708	Advisory (Plan)	$6,369

Plan features & details

Pension benefit codes2E2F2G2J2K

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.
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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$10K

$100 / participant

Contract admin$7507.8%
Other / not subdivided$9K92.2%

% of EOY assets

0.074%

all-in expense ratio

Categories reported

1 / 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: COHN REZNICK LLP
Auditor EIN: 221478099
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$137,619

$72,177+90.7%

$115,038+19.6%

$59,633+130.8%

Participation rate

95.8%

72.6%+23.3pp

81.4%+14.5pp

68.7%+27.2pp

Annual return

2.06%

12.02%-10.0pp

26.14%-24.1pp

2041.45%-2039.4pp

Employer contribution / active EE

$2,255

$2,841-20.6%

$4,608-51.1%

$2,203+2.4%

Participant deferral / active EE

$7,416

$4,783+55.1%

$6,026+23.1%

$3,192+132.4%

Admin fee / account holder

$101

$4,927-97.9%

$8,175-98.8%

$4,297-97.6%

Provider

Service type

Compensation

COHN REZNICK LLP1+ years

Service code 99 · EIN 22-1478099

Other Fees

$10,066

MORNINGSTAR1+ years

Service code 27 · EIN 36-3297908

Advisory (Plan)

$6,369

VOYA RETIREMENT INSURANCE & ANNUITY1+ years

Filed as: VOYA RETIREMENT INSURANCE AND ANNUI

Service code 27 · EIN 71-0294708

Advisory (Plan)

$6,369

MENLO ACQUISITION CORPORATION 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MENLO ACQUISITION CORPORATION 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