Retirement plan

AMERICAN SOCIETY OF CIVIL ENGINEERS DEFINED CONTRIBUTION RETIREMENT PLAN

Name: AMERICAN SOCIETY OF CIVIL ENGINEERS - AMERICAN SOCIETY OF CIVIL ENGINEERS DEFINED CONTRIBUTION RETIREMENT PLAN (2019) Form 5500
Creator: AMERICAN SOCIETY OF CIVIL ENGINEERS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AMERICAN SOCIETY OF CIVIL ENGINEERS DEFINED CONTRIBUTION RETIREMENT PLAN, AMERICAN SOCIETY OF CIVIL ENGINEERS

AMERICAN SOCIETY OF CIVIL ENGINEERSEIN 13-1635293Plan #007PY 2019

1801 ALEXANDER BELL DRIVE #100 - RESTON, VA 201914382703-295-6300LinkedIn201-500 employeescivil engineering

Other plans on this EIN

1 filing

#002Retirement-$47.0M assets

Prospect flagsLow returns

Top hat statement on fileNQDC

Filed September 24, 1985

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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Total assets (EOY)

$23.3M

+1.0% from 2018

Total participants

540

-0.9% from 2018

Average account balance

$43,290

+1.4% from 2018

Annual return

2.26%

-7.47 pp from 2018

Benchmarks

See 1,705 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants100-249

Cohort1,705 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$33.37M

Not enough data

1 years with asset history on file

Average account balance

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

$63K

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.

527

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.

96.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.09M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+12.01%

Not enough data

1 years with return on file

Admin fee / account holder

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

$38

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

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Service providers

Top 2 by compensation

Provider	Service type	Compensation
TATE & TRYON1 year Filed as: TATE & TRYON PC Service code 10 · EIN 52-1855942 2021 L ST NW STE 400 · WASHINGTON, DC 200364982	Accounting	$8,400
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 26 · EIN 26-0058143 4208 SIX FORKS ROAD, SUITE 1700 · RALEIGH, NC 276095734	Advisory (Participants)	$8,259

Plan features & details

Pension benefit codes2E2G2K

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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.

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$17K

$76 / participant

Contract admin$17K100.0%

% of EOY assets

0.072%

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: RSM US LLP
Auditor EIN: 420714325
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$43,290

$51,620-16.1%

$90,324-52.1%

$65,186-33.6%

Participation rate

99.1%

68.6%+30.5pp

73.3%+25.8pp

70.2%+28.9pp

Annual return

2.26%

24.94%-22.7pp

78.15%-75.9pp

29.39%-27.1pp

Employer contribution / active EE

$5,101

$2,235+128.3%

$2,856+78.6%

$2,177+134.3%

Participant deferral / active EE

$2,871-100.0%

$3,885-100.0%

$3,514-100.0%

Admin fee / account holder

$31

$384-91.9%

$5,356-99.4%

$847-96.3%

Provider

Service type

Compensation

TATE & TRYON1 year

Filed as: TATE & TRYON PC

Service code 10 · EIN 52-1855942

2021 L ST NW STE 400 · WASHINGTON, DC 200364982

Accounting

$8,400

CAPFINANCIAL PARTNERS LLC3 years

Filed as: CAPFINANCIAL PARTNERS, LLC

Service code 26 · EIN 26-0058143

4208 SIX FORKS ROAD, SUITE 1700 · RALEIGH, NC 276095734

Advisory (Participants)

$8,259

AMERICAN SOCIETY OF CIVIL ENGINEERS DEFINED CONTRIBUTION RETIREMENT PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AMERICAN SOCIETY OF CIVIL ENGINEERS DEFINED CONTRIBUTION RETIREMENT PLAN

Top hat statement on fileNQDC

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