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 (2021) 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, INCEIN 06-1228461Plan #002PY 2021

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

Other plans on this EIN

1 filing

#001Retirement-$27.6M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$22.8M

+8.9% from 2020

Total participants

132

-9.0% from 2020

Average account balance

$201,818

+10.8% from 2020

Annual return

15.30%

-5.27 pp from 2020

Benchmarks

See 27,000 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort27,000 peers

Snapshot2021

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 SERVICES3 years Filed as: ESSEX FINANCIAL SERVICES, INC Service code 27 176 WESTBROOK RD · ESSEX, CT 06426	Advisory (Plan)	$54,646
GREAT-WEST LIFE & ANNUITY INSURANCE3 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

$698

$8 / participant

Other / not subdivided$698100.0%

% of EOY assets

0.003%

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

Metric

This plan

Peer set

Industry

Size

Avg account balance

$201,818

$105,210+91.8%

$159,487+26.5%

$85,851+135.1%

Participation rate

78.9%

75.8%+3.1pp

82.8%-3.9pp

69.3%+9.6pp

Annual return

15.30%

45.08%-29.8pp

263.71%-248.4pp

318.63%-303.3pp

Employer contribution / active EE

$3,319-100.0%

$4,831-100.0%

$2,565-100.0%

Participant deferral / active EE

$7,711

$5,946+29.7%

$7,354+4.9%

$3,952+95.1%

Admin fee / account holder

$6,934-99.9%

$10,804-99.9%

$6,261-99.9%

Provider

Service type

Compensation

ESSEX FINANCIAL SERVICES3 years

Filed as: ESSEX FINANCIAL SERVICES, INC

Service code 27

176 WESTBROOK RD · ESSEX, CT 06426

Advisory (Plan)

$54,646

GREAT-WEST LIFE & ANNUITY INSURANCE3 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