Retirement plan

MULTI-PLAN SERVICES AGENCY, INC. 401(K) PLAN

Name: MULTI-PLAN SERVICES AGENCY, INC. - MULTI-PLAN SERVICES AGENCY, INC. 401(K) PLAN (2018) Form 5500
Creator: MULTI-PLAN SERVICES AGENCY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MULTI-PLAN SERVICES AGENCY, INC. 401(K) PLAN, MULTI-PLAN SERVICES AGENCY, INC.

MULTI-PLAN SERVICES AGENCY, INC.EIN 81-3751949Plan #001PY 2018

1600 HARBOR BAY PARKWAY, SUITE 200 - ALAMEDA, CA 94502510-748-7400

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$617K

+17.4% from 2017

Total participants

-13.7% from 2017

Average account balance

$56,047

+6.7% from 2017

Annual return

-4.74%

-15.95 pp from 2017

Benchmarks

See 15,016 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants25-99

Cohort15,016 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$697K

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.

17.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$64K

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

+2.75%

Not enough data

1 years with return on file

Admin fee / account holder

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

$27871

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 codes2E2F2G2J3D

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.
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

$3K

$55 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.529%

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

$56,047

$57,352-2.3%

$83,830-33.1%

$64,173-12.7%

Participation rate

11.9%

68.6%-56.7pp

76.1%-64.3pp

69.6%-57.7pp

Annual return

-4.74%

11.38%-16.1pp

850.97%-855.7pp

7.63%-12.4pp

Employer contribution / active EE

$2,546-100.0%

$3,631-100.0%

$2,381-100.0%

Participant deferral / active EE

$1,976

$2,993-34.0%

$4,082-51.6%

$3,470-43.0%

Admin fee / account holder

$296

$4,046-92.7%

$5,479-94.6%

$4,887-93.9%

MULTI-PLAN SERVICES AGENCY, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MULTI-PLAN SERVICES AGENCY, INC. 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