Retirement plan

PEGASUS TECHNICAL SERVICES, INC 401(K) PLAN

Name: PEGASUS TECHNICAL SERVICES, INC - PEGASUS TECHNICAL SERVICES, INC 401(K) PLAN (2017) Form 5500
Creator: PEGASUS TECHNICAL SERVICES, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PEGASUS TECHNICAL SERVICES, INC 401(K) PLAN, PEGASUS TECHNICAL SERVICES, INC

PEGASUS TECHNICAL SERVICES, INCEIN 31-1463274Plan #001PY 2017

46 E HOLLISTER ST - CINCINNATI, OH 45219513-793-0094ptsied.comLinkedIn51-200 employeesenvironmental services

Prospect flagsLow fidelity bondCorrective distributions

How to read this page

Total assets (EOY)

$3.6M

+22.1% from 2016

Total participants

141

0.0% from 2016

Average account balance

$25,934

+21.3% from 2016

Annual return

14.85%

+5.79 pp from 2016

Benchmarks

See 25,067 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort25,067 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.87M

Not enough data

1 years with asset history on file

Average account balance

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

$78K

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.

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.

149.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$417K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+16.81%

Not enough data

1 years with return on file

Admin fee / account holder

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

$8808

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

Top 2 by compensation

Provider	Service type	Compensation
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745	Recordkeeping	$10,156
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984	Other Services	$0

Plan features & details

Pension benefit codes2E2F2G2J2T3D

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.
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

2 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$14K

$181 / participant

Other / not subdivided$14K100.0%

% of EOY assets

0.393%

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: MICHAEL A.ROLF,CPA &COMPANY
Auditor EIN: 311394621
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$25,934

$85,766-69.8%

$136,298-81.0%

$70,126-63.0%

Participation rate

98.7%

74.2%+24.6pp

81.9%+16.8pp

69.5%+29.2pp

Annual return

14.85%

31.46%-16.6pp

5156.27%-5141.4pp

73.15%-58.3pp

Employer contribution / active EE

$2,096

$2,966-29.3%

$4,696-55.4%

$2,343-10.5%

Participant deferral / active EE

$2,283

$5,051-54.8%

$6,247-63.5%

$3,332-31.5%

Admin fee / account holder

$102

$5,421-98.1%

$9,244-98.9%

$4,645-97.8%

Provider

Service type

Compensation

ADP BROKER-DEALER1 year

Filed as: ADP, LLC

Service code 15 · EIN 13-3036745

Recordkeeping

$10,156

ADP BROKER-DEALER1 year

Service code 49 · EIN 22-3319984

Other Services

PEGASUS TECHNICAL SERVICES, INC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PEGASUS TECHNICAL SERVICES, INC 401(K) 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