Retirement plan

ARTECH INFORMATION SYSTEMS, LLC 401(K) SAVINGS PLAN

Name: ARTECH INFORMATION SYSTEMS, LLC - ARTECH INFORMATION SYSTEMS, LLC 401(K) SAVINGS PLAN (2017) Form 5500
Creator: ARTECH INFORMATION SYSTEMS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ARTECH INFORMATION SYSTEMS, LLC 401(K) SAVINGS PLAN, ARTECH INFORMATION SYSTEMS, LLC

ARTECH INFORMATION SYSTEMS, LLCEIN 22-3338103Plan #001PY 2017

360 MT. KEMBLE AVE., SUITE 2000 - MORRISTOWN, NJ 07960973-998-2511artech.comLinkedIn5001-10000 employeesstaffing and recruiting

Prospect flagsLow participationLow assets / participantLow employer contributionCorrective distributions

How to read this page

Total assets (EOY)

$22.5M

+68.7% from 2016

Total participants

5,691

+54.1% from 2016

Average account balance

$4,653

-47.1% from 2016

Annual return

34.42%

+9.78 pp from 2016

Benchmarks

See 662 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants1,000-4,999

Cohort662 peers

Snapshot2017

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$71.19M

Not enough data

1 years with asset history on file

Average account balance

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

$19K

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.

3,654

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.

69.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$12.83M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+15.31%

Not enough data

1 years with return on file

Admin fee / account holder

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

$61

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

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Service providers

Top 5 by compensation

Provider	Service type	Compensation
GREAT-WEST LIFE & ANNUITY INSURANCE3+ years Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$15,269
GREAT-WEST LIFE & ANNUITY INSURANCE2 years Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Investment Management	$13,882
AMERICAN REALTY ADVISORS3+ years Filed as: AMERICAN PENSION CORPORATION Service code 13 1375 PLAINFIELD AVENUE · WATCHUNG, NJ 07069	Contract Administrator	$10,000
MERRILL LYNCH PIERCE FENNER & SMITH3+ years Filed as: MERRILL LYNCH LIFE AGENCY, INC, Service code 55	Other Commissions	$3,773
MERRILL LYNCH PIERCE FENNER & SMITH3+ years Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 55 1215 4TH AVENUE, 26TH FLOOR · SEATTLE, WA 98161	Other Commissions	$0

Plan features & details

Pension benefit codes2E2F2J2K2T3D

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).
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.
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

4 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$14K

$5 / participant

Investment mgmt$14K100.0%

% of EOY assets

0.064%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.

Auditor firm: FRIEDMAN, LLP
Auditor EIN: 131610809
Audit fees: (not subdivided)
Opinion code: Disclaimer

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$4,653

$96,458-95.2%

$136,294-96.6%

$77,958-94.0%

Participation rate

67.8%

75.4%-7.6pp

81.9%-14.2pp

71.6%-3.9pp

Annual return

34.42%

23.78%+10.6pp

5155.94%-5121.5pp

20.87%+13.6pp

Employer contribution / active EE

$3,144-99.9%

$4,695-100.0%

$2,310-99.9%

Participant deferral / active EE

$2,879

$5,902-51.2%

$6,247-53.9%

$3,537-18.6%

Admin fee / account holder

$80-96.3%

$9,243-100.0%

$97-97.0%

Provider

Service type

Compensation

GREAT-WEST LIFE & ANNUITY INSURANCE3+ years

Service code 64

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$15,269

GREAT-WEST LIFE & ANNUITY INSURANCE2 years

Filed as: EMPOWER RETIREMENT ADVISORY SERVICE

Service code 28

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Investment Management

$13,882

AMERICAN REALTY ADVISORS3+ years

Filed as: AMERICAN PENSION CORPORATION

Service code 13

1375 PLAINFIELD AVENUE · WATCHUNG, NJ 07069

Contract Administrator

$10,000

MERRILL LYNCH PIERCE FENNER & SMITH3+ years

Filed as: MERRILL LYNCH LIFE AGENCY, INC,

Service code 55

Other Commissions

$3,773

MERRILL LYNCH PIERCE FENNER & SMITH3+ years

Filed as: MERRILL LYNCH LIFE AGENCY, INC.

Service code 55

1215 4TH AVENUE, 26TH FLOOR · SEATTLE, WA 98161

Other Commissions

ARTECH INFORMATION SYSTEMS, LLC 401(K) SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ARTECH INFORMATION SYSTEMS, LLC 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