Retirement plan

PELLI CLARKE PELLI ARCHITECTS, INC. SECTION 401(K) PLAN

Name: PELLI CLARKE PELLI ARCHITECTS, INC. - PELLI CLARKE PELLI ARCHITECTS, INC. SECTION 401(K) PLAN (2020) Form 5500
Creator: PELLI CLARKE PELLI ARCHITECTS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PELLI CLARKE PELLI ARCHITECTS, INC. SECTION 401(K) PLAN, PELLI CLARKE PELLI ARCHITECTS, INC.

PELLI CLARKE PELLI ARCHITECTS, INC.EIN 06-1228461Plan #002PY 2020

1056 CHAPEL STREET - NEW HAVEN, CT 06510203-777-2515pcparch.comLinkedIn51-200 employeesarchitecture & planning

Other plans on this EIN

1 filing

#001Retirement-$25.2M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$20.9M

+22.8% from 2019

Total participants

145

+0.7% from 2019

Average account balance

$182,081

+23.9% from 2019

Annual return

20.57%

-5.47 pp from 2019

Benchmarks

See 5,591 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort5,591 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$20.19M

Not enough data

1 years with asset history on file

Average account balance

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

$210K

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.

81.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$566K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+16.24%

Not enough data

1 years with return on file

Admin fee / account holder

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

$25

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

Top 2 by compensation

Provider	Service type	Compensation
ESSEX FINANCIAL SERVICES2 years Filed as: ESSEX FINANCIAL SERVICES, INC Service code 27 176 WESTBROOK RD · ESSEX, CT 06426	Advisory (Plan)	$43,138
GREAT-WEST LIFE & ANNUITY INSURANCE2 years Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$0

Plan features & details

Pension benefit codes2F2G2J2T

Plan features

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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$275

$3 / participant

Other / not subdivided$275100.0%

% of EOY assets

0.001%

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: CITRIN COOPERMAN & CO LLP
Auditor EIN: 222428965
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$182,081

$99,957+82.2%

$149,745+21.6%

$73,497+147.7%

Participation rate

71.7%

75.7%-4.0pp

82.5%-10.8pp

70.7%+1.0pp

Annual return

20.57%

53.87%-33.3pp

276.72%-256.2pp

28.51%-7.9pp

Employer contribution / active EE

$3,191-100.0%

$4,646-100.0%

$2,270-100.0%

Participant deferral / active EE

$7,373

$6,073+21.4%

$6,843+7.7%

$3,740+97.1%

Admin fee / account holder

$551-99.6%

$9,312-100.0%

$513-99.5%

Provider

Service type

Compensation

ESSEX FINANCIAL SERVICES2 years

Filed as: ESSEX FINANCIAL SERVICES, INC

Service code 27

176 WESTBROOK RD · ESSEX, CT 06426

Advisory (Plan)

$43,138

GREAT-WEST LIFE & ANNUITY INSURANCE2 years

Filed as: GREAT WEST LIFE & ANNUITY INSURANCE

Service code 64

8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

PELLI CLARKE PELLI ARCHITECTS, INC. SECTION 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PELLI CLARKE PELLI ARCHITECTS, INC. SECTION 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