Retirement plan

PIVOTAL COMMUNICATIONS 401(K) PLAN

Name: PIVOTAL COMMUNICATIONS, LLC - PIVOTAL COMMUNICATIONS 401(K) PLAN (2016) Form 5500
Creator: PIVOTAL COMMUNICATIONS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PIVOTAL COMMUNICATIONS 401(K) PLAN, PIVOTAL COMMUNICATIONS, LLC

PIVOTAL COMMUNICATIONS, LLCEIN 91-1985212Plan #001PY 2016

4001 MAIN STREET, SUITE 110 - VANCOUVER, WA 98663360-882-4268pivotalcomm.comLinkedIn11-50 employeesmanagement consulting

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$495K

No prior year

Total participants

No prior year

Average account balance

$61,816

No prior year

Annual return

4.00%

No prior year

Benchmarks

See 7,787 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants<25

Cohort7,787 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$73K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+12.82%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2F2G2J2R3D

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.
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).

Expense breakdown

Schedule H Part II

Admin total

$562

$94 / participant

Other / not subdivided$562100.0%

% of EOY assets

0.114%

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

$61,816

$96,558-36.0%

$80,977-23.7%

$273,972-77.4%

Participation rate

100.0%

79.1%+20.9pp

75.8%+24.2pp

83.0%+17.0pp

Annual return

4.00%

15.14%-11.1pp

17.11%-13.1pp

41.46%-37.5pp

Employer contribution / active EE

$9,167

$4,869+88.3%

$3,715+146.8%

$4,869+88.3%

Participant deferral / active EE

$2,634

$6,598-60.1%

$5,696-53.8%

$5,287-50.2%

Admin fee / account holder

$70

$7,493-99.1%

$5,517-98.7%

$10,133-99.3%

PIVOTAL COMMUNICATIONS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PIVOTAL COMMUNICATIONS 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