Retirement plan

SAI CONSULTING ENGINEERS, INC. 401(K) RS PLAN

Name: SAI CONSULTING ENGINEERS, INC. - SAI CONSULTING ENGINEERS, INC. 401(K) RS PLAN (2017) Form 5500
Creator: SAI CONSULTING ENGINEERS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SAI CONSULTING ENGINEERS, INC. 401(K) RS PLAN, SAI CONSULTING ENGINEERS, INC.

SAI CONSULTING ENGINEERS, INC.EIN 25-1289019Plan #001PY 2017

1350 PENN AVENUE, SUITE 300 - PITTSBURGH, PA 152224211412-392-8750saiengr.comLinkedIn51-200 employeescivil engineering

Other plans on this EIN

1 filing

#002Retirement-$3.6M assets

Prospect flagsCorrective distributions

How to read this page

Total assets (EOY)

$42.3M

+13.1% from 2016

Total participants

189

-2.1% from 2016

Average account balance

$227,619

+9.5% from 2016

Annual return

16.37%

+7.87 pp from 2016

Benchmarks

See 5,160 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort5,160 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$47.89M

Not enough data

1 years with asset history on file

Average account balance

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

$259K

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.

185

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.

98.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.20M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+14.70%

Not enough data

1 years with return on file

Admin fee / account holder

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

$15

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 1 by compensation

Provider	Service type	Compensation
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930	Recordkeeping	$800

Plan features & details

Pension benefit codes2E2F2G2J2T

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.

Opportunity flags

1 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$800

$5 / participant

Other / not subdivided$800100.0%

% of EOY assets

0.002%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

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: EXLER & COMPANY, INC.
Auditor EIN: 251208508
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$227,619

$80,753+181.9%

$136,298+67.0%

$62,293+265.4%

Participation rate

98.1%

73.5%+24.5pp

81.9%+16.1pp

69.5%+28.5pp

Annual return

16.37%

35.83%-19.5pp

5156.27%-5139.9pp

28.90%-12.5pp

Employer contribution / active EE

$2,906

$2,884+0.8%

$4,696-38.1%

$2,042+42.3%

Participant deferral / active EE

$7,798

$5,164+51.0%

$6,247+24.8%

$3,169+146.1%

Admin fee / account holder

$525-99.2%

$9,244-100.0%

$479-99.1%

Provider

Service type

Compensation

THE VANGUARD GROUP, INC.3+ years

Service code 15 · EIN 23-1945930

Recordkeeping

$800

SAI CONSULTING ENGINEERS, INC. 401(K) RS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SAI CONSULTING ENGINEERS, INC. 401(K) RS 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