Retirement plan

NORTHWEST SURVEYING INC 401(K) PROFIT SHARING PLAN & TRUST

Name: NORTHWEST SURVEYING INC - NORTHWEST SURVEYING INC 401(K) PROFIT SHARING PLAN & TRUST (2019) Form 5500
Creator: NORTHWEST SURVEYING INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NORTHWEST SURVEYING INC 401(K) PROFIT SHARING PLAN & TRUST, NORTHWEST SURVEYING INC

NORTHWEST SURVEYING INCEIN 20-5261447Plan #001PY 2019

1815 NW 169TH PLACE, SUITE 2090 - BEAVERTON, OR 97006503-848-2127nwsrvy.comLinkedIn1-10 employeescivil engineering

Prospect flagsLow participant contributionLow fidelity bond

How to read this page

Total assets (EOY)

$790K

+33.3% from 2018

Total participants

+10.5% from 2018

Average account balance

$41,591

+33.3% from 2018

Annual return

25.07%

+31.37 pp from 2018

Benchmarks

See 119,358 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort119,358 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.66M

Not enough data

1 years with asset history on file

Average account balance

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

$76K

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.

183.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$88K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+14.14%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3532

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

0 years with F_SCH_H allocation on file

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

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

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 participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$5K

$421 / participant

Other / not subdivided$5K100.0%

% of EOY assets

0.692%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$41,591

$157,276-73.6%

$141,177-70.5%

$152,885-72.8%

Participation rate

84.6%

84.8%-0.2pp

82.5%+2.1pp

82.5%+2.2pp

Annual return

25.07%

64.33%-39.3pp

71.40%-46.3pp

345.39%-320.3pp

Employer contribution / active EE

$1,890

$5,262-64.1%

$4,736-60.1%

$4,763-60.3%

Participant deferral / active EE

$2,283

$7,110-67.9%

$6,710-66.0%

$5,851-61.0%

Admin fee / account holder

$288

$12,123-97.6%

$10,263-97.2%

$11,598-97.5%

NORTHWEST SURVEYING INC 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NORTHWEST SURVEYING INC 401(K) PROFIT SHARING PLAN & TRUST

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