Retirement plan

EMPLOYEE BENEFIT PLAN OF LGS MANAGEMENT GROUP, INC.

Name: LGS MANAGEMENT GROUP, INC. - EMPLOYEE BENEFIT PLAN OF LGS MANAGEMENT GROUP, INC. (2018) Form 5500
Creator: LGS MANAGEMENT GROUP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF LGS MANAGEMENT GROUP, INC., LGS MANAGEMENT GROUP, INC.

LGS MANAGEMENT GROUP, INC.EIN 82-5475512Plan #001PY 2018

2901 S LYNNHAVEN RD STE 450 - VIRGINIA BEACH, VA 234528524757-222-0300

Other plans on this EIN

1 filing

#003Retirement-$5.3M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.3M

No prior year

Total participants

No prior year

Average account balance

$28,928

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 510 peers

Peer group

Industry55 - Management of Companies and Enterprises

Plan typeDefined contribution

Participants25-99

Cohort510 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.18M

Not enough data

1 years with asset history on file

Average account balance

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

$64K

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.

185.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$205K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+16.24%

Not enough data

1 years with return on file

Admin fee / account holder

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

$11562

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 codes2F2T3H

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).
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$152

$3 / participant

Other / not subdivided$152100.0%

% of EOY assets

0.012%

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

$28,928

$76,401-62.1%

$106,387-72.8%

$64,181-54.9%

Participation rate

97.8%

73.5%+24.2pp

77.5%+20.3pp

69.6%+28.2pp

Annual return

0.00%

-2.19%+2.2pp

0.25%-0.3pp

7.63%-7.6pp

Employer contribution / active EE

$1,440

$2,680-46.3%

$3,520-59.1%

$2,381-39.5%

Participant deferral / active EE

$3,101

$4,274-27.4%

$5,421-42.8%

$3,470-10.6%

Admin fee / account holder

$4,610-99.9%

$7,510-100.0%

$4,887-99.9%

EMPLOYEE BENEFIT PLAN OF LGS MANAGEMENT GROUP, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF LGS MANAGEMENT GROUP, INC.

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