Retirement plan

MEZA EMPLOYMENT MANAGEMENT SOLUTIONS, LLC 401(K) PLAN

Name: MEZA EMPLOYMENT MANAGEMENT SOLUTIONS, LLC - MEZA EMPLOYMENT MANAGEMENT SOLUTIONS, LLC 401(K) PLAN (2016) Form 5500
Creator: MEZA EMPLOYMENT MANAGEMENT SOLUTIONS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MEZA EMPLOYMENT MANAGEMENT SOLUTIONS, LLC 401(K) PLAN, MEZA EMPLOYMENT MANAGEMENT SOLUTIONS, LLC

MEZA EMPLOYMENT MANAGEMENT SOLUTIONS, LLCEIN 81-3356038Plan #001PY 2016

14893 BANDERA ROAD - HELOTES, TX 78023210-595-8779memshr.comLinkedIn1-10 employeeshuman resources

Prospect flagsLow participationLow participant contribution

How to read this page

Total assets (EOY)

$488K

No prior year

Total participants

134

No prior year

Average account balance

$17,431

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 906 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants100-249

Cohort906 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.37M

Not enough data

1 years with asset history on file

Average account balance

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

$17K

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.

45.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$206K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+21.60%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6705

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 codes2J2F2G3D

Plan features

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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$320

$2 / participant

Other / not subdivided$320100.0%

% of EOY assets

0.066%

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

$17,431

$32,425-46.2%

$74,577-76.6%

$55,167-68.4%

Participation rate

19.7%

54.0%-34.3pp

68.1%-48.4pp

69.0%-49.3pp

Annual return

0.00%

10.63%-10.6pp

20.47%-20.5pp

169.23%-169.2pp

Employer contribution / active EE

$1,043-100.0%

$2,525-100.0%

$1,963-100.0%

Participant deferral / active EE

$220

$1,995-89.0%

$3,458-93.6%

$3,054-92.8%

Admin fee / account holder

$11

$748-98.5%

$4,138-99.7%

$504-97.7%

MEZA EMPLOYMENT MANAGEMENT SOLUTIONS, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MEZA EMPLOYMENT MANAGEMENT SOLUTIONS, LLC 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