Industry54 - Professional, Scientific, and Technical Services
Plan typeDefined contribution
Participants100-249
Cohort5,552 peers
Snapshot2019
90
Participant deferral / active EE
$10,979
median $5,530
58
Employer contribution / active EE
$2,777
median $2,005
61
Participation rate
89.9%
median 83.4%
39
Avg account balance
$42,829
median $55,249
47
Admin fee / account holder
$165
median $150
63
Annual return
25.97%
median 23.90%
Overall peer rank
60of 100
60th percentileavg across 6 metrics
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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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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.
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
0 tripped
No flags tripped for this filing year. This plan looks clean.
Expense breakdown
Schedule H Part II
Admin total
$24K
$224 / participant
Other / not subdivided$24K100.0%
% of EOY assets
0.385%
all-in expense ratio
Categories reported
0 / 9
subdivided buckets used
Audit opinion
Schedule H Part III
Disclaimer opinion
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.