Retirement plan

MEZA EMPLOYMENT MANAGEMENT SOLUTIONS, LLC 401(K) PLAN

Name: MEZA EMPLOYMENT MANAGEMENT SOLUTIONS, LLC - MEZA EMPLOYMENT MANAGEMENT SOLUTIONS, LLC 401(K) PLAN (2017) 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 2017

14893 BANDERA ROAD,SUITE 7 - HELOTES, TX 78023210-595-8779memshr.comLinkedIn1-10 employeeshuman resources

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$725K

+48.6% from 2016

Total participants

184

+37.3% from 2016

Average account balance

$14,505

-16.8% from 2016

Annual return

24.33%

+24.33 pp from 2016

Benchmarks

See 945 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants100-249

Cohort945 peers

Snapshot2017

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

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$1K

$6 / participant

Investment mgmt$1K100.0%

% of EOY assets

0.150%

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: JM SANCHEZ, PLLC
Auditor EIN: 822035011
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$14,505

$36,767-60.5%

$81,473-82.2%

$62,293-76.7%

Participation rate

23.9%

54.4%-30.6pp

68.0%-44.1pp

69.5%-45.7pp

Annual return

24.33%

173.80%-149.5pp

38.78%-14.5pp

28.90%-4.6pp

Employer contribution / active EE

$1,128-100.0%

$2,568-100.0%

$2,042-100.0%

Participant deferral / active EE

$746

$2,111-64.7%

$3,537-78.9%

$3,169-76.5%

Admin fee / account holder

$22

$797-97.3%

$4,561-99.5%

$479-95.5%

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