Retirement plan

BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-S.C.A. PACIFIC CASE MANAGEMENT, INC.

Name: SCA PACIFIC CASE MANAGEMENT, INC. - BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-S.C.A. PACIFIC CASE MANAGEMENT, INC. (2016) Form 5500
Creator: SCA PACIFIC CASE MANAGEMENT, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-S.C.A. PACIFIC CASE MANAGEMENT, INC., SCA PACIFIC CASE MANAGEMENT, INC.

SCA PACIFIC CASE MANAGEMENT, INC.EIN 91-1360398Plan #003PY 2016

6010 20TH STREET EAST, SUITE 1 - FIFE, WA 98424253-922-4922scapacific.comLinkedIn11-50 employeeshuman resources

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1M

+11.3% from 2015

Total participants

-15.0% from 2015

Average account balance

$65,094

+25.2% from 2015

Annual return

6.94%

+8.00 pp from 2015

Benchmarks

See 113,086 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort113,086 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.83M

Not enough data

1 years with asset history on file

Average account balance

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

$76K

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.

92.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$166K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+13.73%

Not enough data

1 years with return on file

Admin fee / account holder

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

$15757

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 codes2E2F2G2J2T

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.
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.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$36K

$2377 / participant

Other / not subdivided$36K100.0%

% of EOY assets

3.424%

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

$65,094

$135,956-52.1%

$123,894-47.5%

$273,972-76.2%

Participation rate

93.3%

84.1%+9.3pp

81.4%+11.9pp

83.0%+10.3pp

Annual return

6.94%

56.63%-49.7pp

47.52%-40.6pp

41.46%-34.5pp

Employer contribution / active EE

$1,687

$5,170-67.4%

$4,617-63.5%

$4,869-65.4%

Participant deferral / active EE

$2,420

$6,343-61.8%

$5,984-59.6%

$5,287-54.2%

Admin fee / account holder

$2,229

$9,817-77.3%

$8,357-73.3%

$10,133-78.0%

BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-S.C.A. PACIFIC CASE MANAGEMENT, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-S.C.A. PACIFIC CASE MANAGEMENT, 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