Retirement plan

THORNTON TOMASETTI, INC. 401(K) PROFIT SHARING PLAN

Name: THORNTON TOMASETTI, INC. - THORNTON TOMASETTI, INC. 401(K) PROFIT SHARING PLAN (2020) Form 5500
Creator: THORNTON TOMASETTI, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THORNTON TOMASETTI, INC. 401(K) PROFIT SHARING PLAN, THORNTON TOMASETTI, INC.

THORNTON TOMASETTI, INC.EIN 13-1251070Plan #002PY 2020

120 BROADWAY - NEW YORK, NY 10271917-661-7800thorntontomasetti.comLinkedIn1001-5000 employeesdesign

Prospect flagsCorrective distributions

How to read this page

Total assets (EOY)

$348.1M

+24.1% from 2019

Total participants

1,510

+2.0% from 2019

Average account balance

$231,762

-20.2% from 2019

Annual return

26.83%

-0.13 pp from 2019

Benchmarks

See 755 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants1,000-4,999

Cohort755 peers

Snapshot2020

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$468.58M

Not enough data

1 years with asset history on file

Average account balance

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

$268K

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.

1,750

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.

96.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$20.49M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+21.24%

Not enough data

1 years with return on file

Admin fee / account holder

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

$152

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

See the 10-year trajectory. $4.99 for your first month.

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Service providers

Top 3 by compensation

Provider	Service type	Compensation
FIDELITY INVESTMENTS INSTITUTIONAL6+ years Service code 37 · EIN 04-2647786	Loan Processing	$98,528
RAYMOND JAMES FINANCIAL SERVICES5 years Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 · EIN 59-1237041	Advisory (Plan)	$87,500
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524	Advisory (Plan)	$28,938

Plan features & details

Pension benefit codes2F2G2J2E2K2R2T3D

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

1 tripped

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$215K

$213 / participant

Investment mgmt$29K13.5%
Other / not subdivided$186K86.5%

% of EOY assets

0.062%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: COHNREZNICK LLP
Auditor EIN: 221478099
Audit fees: (not subdivided)
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$231,762

$127,481+81.8%

$149,696+54.8%

$90,288+156.7%

Participation rate

99.2%

78.2%+21.0pp

82.5%+16.7pp

73.4%+25.9pp

Annual return

26.83%

57.78%-31.0pp

276.60%-249.8pp

53.97%-27.1pp

Employer contribution / active EE

$2,018

$3,448-41.5%

$4,644-56.6%

$2,524-20.1%

Participant deferral / active EE

$10,142

$6,975+45.4%

$6,842+48.2%

$4,232+139.6%

Admin fee / account holder

$143

$152-5.7%

$9,309-98.5%

$114+25.4%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL6+ years

Service code 37 · EIN 04-2647786

Loan Processing

$98,528

RAYMOND JAMES FINANCIAL SERVICES5 years

Filed as: RAYMOND JAMES & ASSOCIATES INC

Service code 27 · EIN 59-1237041

Advisory (Plan)

$87,500

STRATEGIC ADVISORS, INC.6+ years

Service code 27 · EIN 04-2654524

Advisory (Plan)

$28,938

THORNTON TOMASETTI, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THORNTON TOMASETTI, INC. 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