Retirement plan

COLLIERS ENGINEERING & DESIGN, INC. 401(K) SAVINGS & RETIREMENT PLAN

Name: COLLIERS ENGINEERING & DESIGN, INC. - COLLIERS ENGINEERING & DESIGN, INC. 401(K) SAVINGS & RETIREMENT PLAN (2022) Form 5500
Creator: COLLIERS ENGINEERING & DESIGN, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COLLIERS ENGINEERING & DESIGN, INC. 401(K) SAVINGS & RETIREMENT PLAN, COLLIERS ENGINEERING & DESIGN, INC.

COLLIERS ENGINEERING & DESIGN, INC.EIN 22-2651610Plan #002PY 2022

331 NEWMAN SPRINGS ROAD, SUITE 203 - RED BANK, NJ 07701732-383-1950colliersengineering.comLinkedIn1001-5000 employeescivil engineering

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$188.1M

-14.3% from 2016

Total participants

2,276

-15.8% from 2016

Average account balance

$82,632

+1.4% from 2016

Annual return

63.38%

-5.61 pp from 2016

Benchmarks

See 900 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants1,000-4,999

Cohort900 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$271.75M

Not enough data

1 years with asset history on file

Average account balance

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

$96K

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.

2,831

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.

94.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$23.93M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+14.68%

Not enough data

1 years with return on file

Admin fee / account holder

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

$10

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 6 by compensation

Provider	Service type	Compensation
AMERICAN FUNDS8+ years Filed as: NEWPORT CAPITAL GROUP Service code 27 · EIN 86-1109193	Advisory (Plan)	$130,000
PRUDENTIAL RETIREMENT INSURANCE AND8+ years Service code 13 · EIN 06-1050034	Contract Administrator	$116,134
ROCATON INVESTMENT ADVISORS, LLC1 year Service code 27 · EIN 04-3638035	Advisory (Plan)	$26,500
WISS & COMPANY, LLP4 years Filed as: WISS Service code 10 · EIN 22-1732349	Accounting	$18,000
MENGEL, METZGER, BARR & CO. LLP1 year Filed as: MENGEL METZGER BARR & CO LLP Service code 10 · EIN 16-1092347	Accounting	$12,500
PRUDENTIAL RETIREMENT INSURANCE AND8+ years Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670	Contract Administrator	$2,525

Plan features & details

Pension benefit codes2E2F2G2J2K2S2T3D

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.
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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$15K

$8 / participant

Other / not subdivided$15K100.0%

% of EOY assets

0.008%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: WISS & COMPANY , LLP
Auditor EIN: 221732349
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$82,632

$95,388-13.4%

$125,401-34.1%

$77,906+6.1%

Participation rate

100.0%

78.6%+21.4pp

82.4%+17.6pp

73.7%+26.3pp

Annual return

63.38%

116.19%-52.8pp

572.53%-509.1pp

12.16%+51.2pp

Employer contribution / active EE

$2,142

$3,666-41.6%

$4,816-55.5%

$2,846-24.8%

Participant deferral / active EE

$7,693

$7,711-0.2%

$7,448+3.3%

$4,805+60.1%

Admin fee / account holder

$119-94.6%

$10,008-99.9%

$133-95.2%

Provider

Service type

Compensation

AMERICAN FUNDS8+ years

Filed as: NEWPORT CAPITAL GROUP

Service code 27 · EIN 86-1109193

Advisory (Plan)

$130,000

PRUDENTIAL RETIREMENT INSURANCE AND8+ years

Service code 13 · EIN 06-1050034

Contract Administrator

$116,134

ROCATON INVESTMENT ADVISORS, LLC1 year

Service code 27 · EIN 04-3638035

Advisory (Plan)

$26,500

WISS & COMPANY, LLP4 years

Filed as: WISS

Service code 10 · EIN 22-1732349

Accounting

$18,000

MENGEL, METZGER, BARR & CO. LLP1 year

Filed as: MENGEL METZGER BARR & CO LLP

Service code 10 · EIN 16-1092347

Accounting

$12,500

PRUDENTIAL RETIREMENT INSURANCE AND8+ years

Filed as: THE PRUDENTIAL INSURANCE COMPANY OF

Service code 13 · EIN 22-1211670

Contract Administrator

$2,525

COLLIERS ENGINEERING & DESIGN, INC. 401(K) SAVINGS & RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COLLIERS ENGINEERING & DESIGN, INC. 401(K) SAVINGS & RETIREMENT 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