Retirement plan

DEREK MIZE RECUITING 401(K) PLAN

Name: DEREK MIZE RECRUITING - DEREK MIZE RECUITING 401(K) PLAN (2021) Form 5500
Creator: DEREK MIZE RECRUITING
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DEREK MIZE RECUITING 401(K) PLAN, DEREK MIZE RECRUITING

DEREK MIZE RECRUITINGEIN 84-4524359Plan #001PY 2021

15 SYCAMORE STATION - DECATUR, GA 30030917-544-9884

Other plans on this EIN

1 filing

#002Retirement-$422K assets

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$171K

No prior year

Total participants

No prior year

Average account balance

$56,917

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 15,333 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort15,333 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$966K

Not enough data

1 years with asset history on file

Average account balance

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

$322K

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.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$148K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$74K

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

+14.30%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6059

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 codes2E2J2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$56,917

$114,073-50.1%

$96,161-40.8%

$167,518-66.0%

Participation rate

100.0%

75.1%+24.9pp

68.4%+31.6pp

82.1%+17.9pp

Annual return

0.00%

189.95%-189.9pp

192.01%-192.0pp

478.71%-478.7pp

Employer contribution / active EE

$45,000

$3,428+1212.6%

$2,798+1508.2%

$4,838+830.0%

Participant deferral / active EE

$11,917

$5,195+129.4%

$4,349+174.0%

$6,342+87.9%

Admin fee / account holder

$6,899-100.0%

$5,538-100.0%

$12,312-100.0%

DEREK MIZE RECUITING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

DEREK MIZE RECUITING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion