Retirement plan

ISC PROFIT SHARING 401-K PLAN

Name: INSTITUTIONAL SERVICES CORPORATION - ISC PROFIT SHARING 401-K PLAN (2018) Form 5500
Creator: INSTITUTIONAL SERVICES CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ISC PROFIT SHARING 401-K PLAN, INSTITUTIONAL SERVICES CORPORATION

INSTITUTIONAL SERVICES CORPORATIONEIN 77-0460588Plan #005PY 2018

4712 ADMIRALTY WAY, SUITE 538 - MARINA DEL REY, CA 90292310-578-7390institutionalservicescorp.comLinkedIn1-10 employees

Other plans on this EIN

1 filing

#004Retirement-$290K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$290K

+5.5% from 2017

Total participants

0.0% from 2017

Average account balance

$145,225

+5.5% from 2017

Annual return

-0.64%

-2.47 pp from 2017

Benchmarks

See 116,756 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort116,756 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$141K

Not enough data

1 years with asset history on file

Average account balance

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

$70K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$50K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$25K

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

+3.18%

Not enough data

1 years with return on file

Admin fee / account holder

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

$209000

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 codes2E2J3E

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
3E
One-participant plan combining with another plan
A one-participant plan that satisfies minimum coverage requirements of section 410(b) only when combined with another plan of the employer.

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

$14K

$7231 / participant

Other / not subdivided$14K100.0%

% of EOY assets

4.979%

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

$145,225

$138,076+5.2%

$123,553+17.5%

$135,380+7.3%

Participation rate

100.0%

84.7%+15.3pp

82.3%+17.7pp

82.6%+17.4pp

Annual return

-0.64%

153.70%-154.3pp

119.21%-119.9pp

519.81%-520.5pp

Employer contribution / active EE

$2,670

$5,152-48.2%

$4,628-42.3%

$4,779-44.1%

Participant deferral / active EE

$12,250

$6,800+80.2%

$6,426+90.6%

$5,609+118.4%

Admin fee / account holder

$7,231

$10,917-33.8%

$9,284-22.1%

$10,828-33.2%

ISC PROFIT SHARING 401-K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ISC PROFIT SHARING 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