Retirement plan

SYSTEMATIC MANAGEMENT SERVICES, INC. EMPLOYEE DEFERRED COMPENSATION PLAN

Name: SYSTEMATIC MANAGEMENT SERVICES, INC. - SYSTEMATIC MANAGEMENT SERVICES, INC. EMPLOYEE DEFERRED COMPENSATION PLAN (2015) Form 5500
Creator: SYSTEMATIC MANAGEMENT SERVICES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SYSTEMATIC MANAGEMENT SERVICES, INC. EMPLOYEE DEFERRED COMPENSATION PLAN, SYSTEMATIC MANAGEMENT SERVICES, INC.

SYSTEMATIC MANAGEMENT SERVICES, INC.EIN 22-2270761Plan #001PY 2015

20201 CENTURY BOULEVARD, SUITE 155 - GERMANTOWN, MD 208747101301-353-0072smshq.comLinkedIn51-200 employeesmanagement consulting

Prospect flagsCorrective distributions

How to read this page

Total assets (EOY)

$8.4M

No prior year

Total participants

150

No prior year

Average account balance

$66,881

No prior year

Annual return

3.00%

No prior year

Benchmarks

See 4,662 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort4,662 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.29M

Not enough data

1 years with asset history on file

Average account balance

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

$81K

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.

102

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.

212.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$429K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+18.82%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6320

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 codes2E2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

Opportunity flags

1 tripped

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

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: E. COHEN & CO., CPAS
Auditor EIN: 521754364
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$66,881

$70,002-4.5%

$115,038-41.9%

$52,331+27.8%

Participation rate

76.5%

72.1%+4.4pp

81.4%-4.9pp

68.1%+8.4pp

Annual return

3.00%

4.04%-1.0pp

26.14%-23.1pp

4.54%-1.5pp

Employer contribution / active EE

$1,385

$2,715-49.0%

$4,608-70.0%

$1,882-26.4%

Participant deferral / active EE

$9,903

$4,920+101.3%

$6,026+64.3%

$3,022+227.7%

Admin fee / account holder

$566-100.0%

$8,175-100.0%

$592-100.0%

SYSTEMATIC MANAGEMENT SERVICES, INC. EMPLOYEE DEFERRED COMPENSATION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

SYSTEMATIC MANAGEMENT SERVICES, INC. EMPLOYEE DEFERRED COMPENSATION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion