Retirement plan

TECHNISERVICES MP, LLC 401(K) PROFIT SHARING PLAN

Name: TECHNISERVICES MP, LLC C/O KKR ACCOUNTING SERVICES, LLC - TECHNISERVICES MP, LLC 401(K) PROFIT SHARING PLAN (2016) Form 5500
Creator: TECHNISERVICES MP, LLC C/O KKR ACCOUNTING SERVICES, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TECHNISERVICES MP, LLC 401(K) PROFIT SHARING PLAN, TECHNISERVICES MP, LLC C/O KKR ACCOUNTING SERVICES, LLC

TECHNISERVICES MP, LLC C/O KKR ACCOUNTING SERVICES, LLCEIN 94-3282867Plan #001PY 2016

2755 CAMPUS DRIVE, SUITE 240 - SAN MATEO, CA 94403650-653-2422

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$10.5M

+85.9% from 2015

Total participants

+14.7% from 2015

Average account balance

$284,966

+25.6% from 2015

Annual return

94.62%

+92.03 pp from 2015

Benchmarks

See 24,581 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort24,581 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$15.44M

Not enough data

1 years with asset history on file

Average account balance

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

$234K

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.

104.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.49M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$24K

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

+15.64%

Not enough data

1 years with return on file

Admin fee / account holder

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

$8572

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 codes2E2G2J2R

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$1.1M

$34640 / participant

Other / not subdivided$1M100.0%

% of EOY assets

10.842%

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

$284,966

$76,551+272.3%

$123,894+130.0%

$62,881+353.2%

Participation rate

93.9%

73.0%+21.0pp

81.4%+12.5pp

69.3%+24.6pp

Annual return

94.62%

18.68%+75.9pp

47.52%+47.1pp

20.14%+74.5pp

Employer contribution / active EE

$7,743

$2,882+168.6%

$4,617+67.7%

$2,281+239.5%

Participant deferral / active EE

$11,847

$4,840+144.8%

$5,984+98.0%

$3,203+269.9%

Admin fee / account holder

$30,895

$4,826+540.2%

$8,357+269.7%

$4,296+619.2%

TECHNISERVICES MP, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TECHNISERVICES MP, LLC 401(K) PROFIT SHARING 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