Retirement plan

SYSTEMS ENGINEERING, INC EMPLOYEE STOCK OWNERSHIP PLAN

Name: SYSTEMS ENGINEERING, INC - SYSTEMS ENGINEERING, INC EMPLOYEE STOCK OWNERSHIP PLAN (2016) Form 5500
Creator: SYSTEMS ENGINEERING, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SYSTEMS ENGINEERING, INC EMPLOYEE STOCK OWNERSHIP PLAN, SYSTEMS ENGINEERING, INC

SYSTEMS ENGINEERING, INCEIN 01-0462643Plan #002PY 2016

120 EXCHANGE STREET, SUITE 101 - PORTLAND, ME 041015066207-772-3199systemsengineering.comLinkedIn51-200 employeesinformation technology and services

Other plans on this EIN

1 filing

#001Retirement-$8.8M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$18.6M

+10.7% from 2015

Total participants

133

+10.8% from 2015

Average account balance

$140,112

-0.1% from 2015

Annual return

6.22%

-1.73 pp from 2015

Benchmarks

See 906 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants100-249

Cohort906 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$51.15M

Not enough data

1 years with asset history on file

Average account balance

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

$229K

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.

223

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.64M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+11.49%

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

1 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 codes3I2I2P2Q

Plan features

2I
Stock bonus
Stock bonus plan.
2P
Leveraged ESOP
Employee stock ownership plan that acquires employer securities with borrowed money or other debt-financing techniques.
2Q
ESOP maintained by an S corporation
The employer maintaining this ESOP is an S corporation.
3I
Employer securities investment required
Plan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$33K

$303 / participant

Other / not subdivided$33K100.0%

% of EOY assets

0.175%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: ALBIN, RANDALL & BENNETT, CPA'S
Auditor EIN: 010448006
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$140,112

$32,425+332.1%

$74,577+87.9%

$55,167+154.0%

Participation rate

100.0%

54.0%+46.0pp

68.1%+31.9pp

69.0%+31.0pp

Annual return

6.22%

10.63%-4.4pp

20.47%-14.3pp

169.23%-163.0pp

Employer contribution / active EE

$8,018

$1,043+668.4%

$2,525+217.5%

$1,963+308.6%

Participant deferral / active EE

$1,995-100.0%

$3,458-100.0%

$3,054-100.0%

Admin fee / account holder

$246

$748-67.1%

$4,138-94.1%

$504-51.2%

SYSTEMS ENGINEERING, INC EMPLOYEE STOCK OWNERSHIP PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SYSTEMS ENGINEERING, INC EMPLOYEE STOCK OWNERSHIP 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