Retirement plan

SYSTEMATIC MANAGEMENT SERVICES, INC. EMPLOYEE DEFERRED COMPENSATION PLAN

Name: SYSTEMATIC MANAGEMENT SERVICES, INC. - SYSTEMATIC MANAGEMENT SERVICES, INC. EMPLOYEE DEFERRED COMPENSATION PLAN (2020) 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 2020

411 AVIATION WAY, SUITE 200 - FREDERICK, MD 217014786301-353-0072smshq.comLinkedIn51-200 employeesmanagement consulting

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$9M

+19.0% from 2019

Total participants

-12.0% from 2019

Average account balance

$203,636

+35.3% from 2019

Annual return

31.91%

+2.05 pp from 2019

Benchmarks

See 120,756 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort120,756 peers

Snapshot2020

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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$1.0M

$115832 / participant

Other / not subdivided$1M100.0%

% of EOY assets

11.635%

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

$203,636

$165,381+23.1%

$149,730+36.0%

$158,966+28.1%

Participation rate

100.0%

84.6%+15.4pp

82.5%+17.5pp

82.0%+18.0pp

Annual return

31.91%

348.29%-316.4pp

276.70%-244.8pp

302.95%-271.0pp

Employer contribution / active EE

$5,104-100.0%

$4,645-100.0%

$4,762-100.0%

Participant deferral / active EE

$4,097

$7,182-43.0%

$6,843-40.1%

$5,983-31.5%

Admin fee / account holder

$23,693

$10,809+119.2%

$9,310+154.5%

$11,250+110.6%

SYSTEMATIC MANAGEMENT SERVICES, INC. EMPLOYEE DEFERRED COMPENSATION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SYSTEMATIC MANAGEMENT SERVICES, INC. EMPLOYEE DEFERRED COMPENSATION 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