Retirement plan

PERKINS&WILL, INC. RETIREMENT SAVINGS PLAN

Name: PERKINS&WILL, INC. - PERKINS&WILL, INC. RETIREMENT SAVINGS PLAN (2024) Form 5500
Creator: PERKINS&WILL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PERKINS&WILL, INC. RETIREMENT SAVINGS PLAN, PERKINS&WILL, INC.

PERKINS&WILL, INC.EIN 36-2690384Plan #001PY 2024

410 N. MICHIGAN AVENUE, SUITE 1600 - CHICAGO, IL 60611312-755-4541perkinswill.comLinkedIn1001-5000 employeesarchitecture & planning

Prospect flagsCorrective distributions

Top hat statement on fileNQDC

Filed June 22, 2006

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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How to read this page

Total assets (EOY)

$414.4M

+13.2% from 2023

Total participants

3,060

-1.4% from 2023

Average account balance

$138,352

+14.8% from 2023

Annual return

14.64%

-6.68 pp from 2023

Benchmarks

See 951 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants1,000-4,999

Cohort951 peers

Snapshot2024

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

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Analytics

Total assets (EOY)

Plan-year ending balance

$414.37M

Not enough data

1 years with asset history on file

Average account balance

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

$138K

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.

2,995

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.

96.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$29.35M

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

+14.64%

Not enough data

1 years with return on file

Admin fee / account holder

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

$109

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.

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Service providers

Top 8 by compensation

Provider	Service type	Compensation
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833	Recordkeeping	$225,378
FISHER INVESTMENTS6 years Service code 26 · EIN 20-2480800	Advisory (Participants)	$51,222
DYNAMIC WEALTH ADVISORS3 years Service code 26 · EIN 26-3945512	Advisory (Participants)	$15,976
ENVESTNET RETIREMENT SOLUTIONS, LLC2 years Filed as: ENVESTNET ASSET MANAGEMENT INC Service code 26 · EIN 36-4319587	Advisory (Participants)	$13,014
PRIVATE OCEAN6 years Service code 26 · EIN 20-5742052	Advisory (Participants)	$9,308
STEEL PEAK WEALTH MGMT LLC1 year Filed as: STEELPEAK WEALTH LLC Service code 26	Advisory (Participants)	$6,747
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782	Securities brokerage commissions and ...	$1,555
CHARLES SCHWAB & CO., INC.1 year Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59	Shareholder Servicing	$0

Plan features & details

Pension benefit codes2E2F2G2J2K2R2S2T3D3H

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
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

1 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$325K

$179 / participant

Recordkeeping$196K60.4%
Investment mgmt$129K39.6%

% of EOY assets

0.078%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: WINDHAM BRANNON
Auditor EIN: 581763439
Audit fees: (not subdivided)
Opinion code: Unqualified

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$138,352

$122,186+13.2%

$146,958-5.9%

$199,593-30.7%

Participation rate

96.4%

78.3%+18.1pp

82.2%+14.3pp

72.0%+24.5pp

Annual return

14.64%

30.56%-15.9pp

418.34%-403.7pp

34.25%-19.6pp

Employer contribution / active EE

$4,395

$4,093+7.4%

$4,933-10.9%

$3,034+44.9%

Participant deferral / active EE

$11,760

$8,502+38.3%

$8,070+45.7%

$5,087+131.2%

Admin fee / account holder

$109

$179-39.3%

$12,998-99.2%

$269-59.6%

Provider

Service type

Compensation

CHARLES SCHWAB & CO., INC.2 years

Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC

Service code 15 · EIN 34-1479833

Recordkeeping

$225,378

FISHER INVESTMENTS6 years

Service code 26 · EIN 20-2480800

Advisory (Participants)

$51,222

DYNAMIC WEALTH ADVISORS3 years

Service code 26 · EIN 26-3945512

Advisory (Participants)

$15,976

ENVESTNET RETIREMENT SOLUTIONS, LLC2 years

Filed as: ENVESTNET ASSET MANAGEMENT INC

Service code 26 · EIN 36-4319587

Advisory (Participants)

$13,014

PRIVATE OCEAN6 years

Service code 26 · EIN 20-5742052

Advisory (Participants)

$9,308

STEEL PEAK WEALTH MGMT LLC1 year

Filed as: STEELPEAK WEALTH LLC

Service code 26

Advisory (Participants)

$6,747

CHARLES SCHWAB & CO., INC.10+ years

Service code 33 · EIN 94-1737782

Securities brokerage commissions and ...

$1,555

CHARLES SCHWAB & CO., INC.1 year

Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL

Service code 59

Shareholder Servicing

PERKINS&WILL, INC. RETIREMENT SAVINGS PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PERKINS&WILL, INC. RETIREMENT SAVINGS PLAN

Top hat statement on fileNQDC

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