Retirement plan

ADMINISTRATIVE CONTROL SERVICES, INC. EMPLOYEE DIRECTED RETIREMENT AND 401(K) SAVINGS PLAN

Name: ADMINISTRATIVE CONTROL SERVICES, INC. - ADMINISTRATIVE CONTROL SERVICES, INC. EMPLOYEE DIRECTED RETIREMENT AND 401(K) SAVINGS PLAN (2016) Form 5500
Creator: ADMINISTRATIVE CONTROL SERVICES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ADMINISTRATIVE CONTROL SERVICES, INC. EMPLOYEE DIRECTED RETIREMENT AND 401(K) SAVINGS PLAN, ADMINISTRATIVE CONTROL SERVICES, INC.

ADMINISTRATIVE CONTROL SERVICES, INC.EIN 13-2875785Plan #001PY 2016

11495 COMMERCE PARK DRIVE - RESTON, VA 20191703-620-4880

Prospect flagsLow returnsCorrective distributions

How to read this page

Total assets (EOY)

$11.6M

+13.6% from 2015

Total participants

161

+3.2% from 2015

Average account balance

$73,955

-0.9% from 2015

Annual return

4.97%

+0.37 pp from 2015

Benchmarks

See 245 peers

Peer group

Industry55 - Management of Companies and Enterprises

Plan typeDefined contribution

Participants100-249

Cohort245 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$27.98M

Not enough data

1 years with asset history on file

Average account balance

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

$147K

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.

190

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.

92.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.87M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+17.52%

Not enough data

1 years with return on file

Admin fee / account holder

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

$500

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 1 by compensation

Provider	Service type	Compensation
JOHN HANCOCK LIFE INSURANCE COMPANY2+ years Service code 15 · EIN 01-0233346	Recordkeeping	$720

Plan features & details

Pension benefit codes2E2F2G2J2T3D

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.
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

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$720

$5 / participant

Other / not subdivided$720100.0%

% of EOY assets

0.006%

all-in expense ratio

Categories reported

0 / 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

$73,955

$56,171+31.7%

$108,745-32.0%

$55,167+34.1%

Participation rate

97.0%

70.7%+26.3pp

77.7%+19.3pp

69.0%+28.0pp

Annual return

4.97%

214.86%-209.9pp

46.22%-41.3pp

169.23%-164.3pp

Employer contribution / active EE

$2,935

$2,153+36.3%

$3,323-11.7%

$1,963+49.6%

Participant deferral / active EE

$5,024

$3,437+46.2%

$5,121-1.9%

$3,054+64.5%

Admin fee / account holder

$302-98.5%

$6,144-99.9%

$504-99.1%

Provider

Service type

Compensation

JOHN HANCOCK LIFE INSURANCE COMPANY2+ years

Service code 15 · EIN 01-0233346

Recordkeeping

$720

ADMINISTRATIVE CONTROL SERVICES, INC. EMPLOYEE DIRECTED RETIREMENT AND 401(K) SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ADMINISTRATIVE CONTROL SERVICES, INC. EMPLOYEE DIRECTED RETIREMENT AND 401(K) SAVINGS 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