Retirement plan

ALLIED GOVERNMENT SOLUTIONS, INC. RETIREMENT PLAN

Name: ALLIED GOVERNMENT SOLUTIONS, INC. - ALLIED GOVERNMENT SOLUTIONS, INC. RETIREMENT PLAN (2017) Form 5500
Creator: ALLIED GOVERNMENT SOLUTIONS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ALLIED GOVERNMENT SOLUTIONS, INC. RETIREMENT PLAN, ALLIED GOVERNMENT SOLUTIONS, INC.

ALLIED GOVERNMENT SOLUTIONS, INC.EIN 27-4329708Plan #001PY 2017

PO BOX 1275 - DOVER, NH 03821603-590-9993alliedgov.comLinkedIn201-500 employeesmanagement consulting

Prospect flagsLow participationLow assets / participantLow participant contributionFailed to transmit contributions

How to read this page

Total assets (EOY)

$1.7M

+59.1% from 2016

Total participants

469

+22.5% from 2016

Average account balance

$4,222

-14.6% from 2016

Annual return

17.15%

-7.76 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

$2.78M

Not enough data

1 years with asset history on file

Average account balance

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

$20K

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.

139

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.

47.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$511K

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

+12.46%

Not enough data

1 years with return on file

Admin fee / account holder

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

$133

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 2 by compensation

Provider	Service type	Compensation
MASSACHUSETTS MUTUAL LIFE INS. CO.1 year Filed as: MASS MUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850	Recordkeeping	$6,187
COMPASS 360, LLC1 year Filed as: COMPASS RETIREMENT CONSULTING GROUP Service code 15 · EIN 20-4795685	Recordkeeping	$5,145

Plan features & details

Pension benefit codes2A2E2F2G2J2T3D3H

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

4 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow participant contribution
Participant 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.
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$8K

$45 / participant

Other / not subdivided$8K100.0%

% of EOY assets

0.447%

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: CARON & BLETZER, PLLC
Auditor EIN: 043499945
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$4,222

$80,753-94.8%

$136,298-96.9%

$62,293-93.2%

Participation rate

64.5%

73.5%-9.0pp

81.9%-17.4pp

69.5%-5.0pp

Annual return

17.15%

35.83%-18.7pp

5156.27%-5139.1pp

28.90%-11.7pp

Employer contribution / active EE

$3,204

$2,884+11.1%

$4,696-31.8%

$2,042+56.9%

Participant deferral / active EE

$649

$5,164-87.4%

$6,247-89.6%

$3,169-79.5%

Admin fee / account holder

$19

$525-96.4%

$9,244-99.8%

$479-96.1%

Provider

Service type

Compensation

MASSACHUSETTS MUTUAL LIFE INS. CO.1 year

Filed as: MASS MUTUAL LIFE INSURANCE CO.

Service code 15 · EIN 04-1590850

Recordkeeping

$6,187

COMPASS 360, LLC1 year

Filed as: COMPASS RETIREMENT CONSULTING GROUP

Service code 15 · EIN 20-4795685

Recordkeeping

$5,145

ALLIED GOVERNMENT SOLUTIONS, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ALLIED GOVERNMENT SOLUTIONS, INC. 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