Retirement plan

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF BEACON GROUP, INC

Name: BEACON GROUP, INC. - 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF BEACON GROUP, INC (2016) Form 5500
Creator: BEACON GROUP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF BEACON GROUP, INC, BEACON GROUP, INC.

BEACON GROUP, INC.EIN 86-0107976Plan #001PY 2016

308 W GLENN ST - TUCSON, AZ 85705520-622-4874beacongroup.orgLinkedIn201-500 employeesnon-profit organization management

Other plans on this EIN

1 filing

#003Retirement-$830K assets

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$4.2M

No prior year

Total participants

348

No prior year

Average account balance

$12,303

No prior year

Annual return

11.00%

No prior year

Benchmarks

See 783 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants250-999

Cohort783 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$10.74M

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.

620

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.

96.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.45M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+23.14%

Not enough data

1 years with return on file

Admin fee / account holder

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

$38

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 1 by compensation

Provider	Service type	Compensation
MUTUAL OF AMERICA INVESTMENT CORP1+ years Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022	Recordkeeping and information managem...	$0

Plan features & details

Pension benefit codes2E2F2G2J2S

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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.

Opportunity flags

1 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$1K

$4 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.025%

all-in expense ratio

Categories reported

0 / 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: BEACHFLEISCHMAN PC
Auditor EIN: 860683059
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$12,303

$39,859-69.1%

$78,676-84.4%

$57,658-78.7%

Participation rate

98.9%

66.1%+32.8pp

73.6%+25.4pp

70.2%+28.7pp

Annual return

11.00%

18.96%-8.0pp

62.19%-51.2pp

5.13%+5.9pp

Employer contribution / active EE

$702

$1,786-60.7%

$2,850-75.4%

$1,974-64.4%

Participant deferral / active EE

$626

$2,248-72.2%

$3,517-82.2%

$3,061-79.5%

Admin fee / account holder

$76-96.0%

$4,510-99.9%

$95-96.8%

Provider

Service type

Compensation

MUTUAL OF AMERICA INVESTMENT CORP1+ years

Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO

Service code 12

320 PARK AVENUE · NEW YORK, NY 10022

Recordkeeping and information managem...

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF BEACON GROUP, INC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF BEACON 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