Retirement plan

LOGIN RETIREMENT SAVINGS PLAN

300 CONTINENTAL BLVD STE 530 - EL SEGUNDO, CA 902455067310-607-9091loginconsult.comLinkedIn51-200 employeesinformation technology and services

Prospect flagsLow returnsLow participation

How to read this page

Total assets (EOY)

$2.9M

No prior year

Total participants

156

No prior year

Average account balance

$33,164

No prior year

Annual return

-2.55%

No prior year

Benchmarks

See 4,662 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort4,662 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.97M

Not enough data

1 years with asset history on file

Average account balance

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

$85K

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.

81.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$182K

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

+10.16%

Not enough data

1 years with return on file

Admin fee / account holder

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

$9308

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

Top 3 by compensation

Provider	Service type	Compensation
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT RETIREMENT SERVICES INC. Service code 15	Recordkeeping	$12,215
DOWNEY & COMPANY, LLP1+ years Service code 10 · EIN 04-3106302	Accounting	$11,541
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT RETIREMENT SERVICES INC Service code 12 · EIN 62-1868111	Sub-transfer agency fees; Recordkeepi...	$1,255

Plan features & details

Pension benefit codes2E2F2G2J2T3D

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.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$13K

$122 / participant

Contract admin$1K9.8%
Other / not subdivided$12K90.2%

% of EOY assets

0.449%

all-in expense ratio

Categories reported

1 / 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: DOWNEY & COMPANY,LLP
Auditor EIN: 043106302
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$33,164

$70,002-52.6%

$115,038-71.2%

$52,331-36.6%

Participation rate

33.3%

72.1%-38.8pp

81.4%-48.0pp

68.1%-34.8pp

Annual return

-2.55%

4.04%-6.6pp

26.14%-28.7pp

4.54%-7.1pp

Employer contribution / active EE

$2,715-100.0%

$4,608-100.0%

$1,882-100.0%

Participant deferral / active EE

$4,332

$4,920-11.9%

$6,026-28.1%

$3,022+43.4%

Admin fee / account holder

$149

$566-73.7%

$8,175-98.2%

$592-74.8%

Provider

Service type

Compensation

NEWPORT GROUP, INC.1+ years

Filed as: NEWPORT RETIREMENT SERVICES INC.

Service code 15

Recordkeeping

$12,215

DOWNEY & COMPANY, LLP1+ years

Service code 10 · EIN 04-3106302

Accounting

$11,541

NEWPORT GROUP, INC.1+ years

Filed as: NEWPORT RETIREMENT SERVICES INC

Service code 12 · EIN 62-1868111

Sub-transfer agency fees; Recordkeepi...

$1,255

LOGIN RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LOGIN RETIREMENT SAVINGS 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