Retirement plan

PERKINS&WILL, INC. RETIREMENT SAVINGS PLAN

Name: PERKINS&WILL, INC. - PERKINS&WILL, INC. RETIREMENT SAVINGS PLAN (2020) 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 2020

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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Total assets (EOY)

$310M

+18.6% from 2019

Total participants

2,713

-4.1% from 2019

Average account balance

$116,812

+21.6% from 2019

Annual return

17.39%

-5.77 pp from 2019

Benchmarks

See 755 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants1,000-4,999

Cohort755 peers

Snapshot2020

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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

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Service providers

Top 7 by compensation

Provider	Service type	Compensation
CHARLES SCHWAB & CO., INC.6+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833	Recordkeeping	$195,551
FISHER INVESTMENTS2 years Service code 26 · EIN 20-2480800	Advisory (Participants)	$13,326
PRIVATE OCEAN2 years Service code 26 · EIN 20-5742052	Advisory (Participants)	$9,934
STEEL PEAK WEALTH MGMT LLC1 year Service code 26 · EIN 46-1173026	Advisory (Participants)	$9,213
GRATUS CAPITAL LLC2 years Service code 26 · EIN 47-1771278	Advisory (Participants)	$8,714
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1737782	Direct payment from the plan; Other i...	$2,615
CHARLES SCHWAB & CO., INC.2 years 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

$243K

$138 / participant

Investment mgmt$47K19.4%
Other / not subdivided$196K80.6%

% of EOY assets

0.078%

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

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$116,812

$127,481-8.4%

$149,696-22.0%

$90,288+29.4%

Participation rate

96.6%

78.2%+18.4pp

82.5%+14.2pp

73.4%+23.3pp

Annual return

17.39%

57.78%-40.4pp

276.60%-259.2pp

53.97%-36.6pp

Employer contribution / active EE

$2,212

$3,448-35.8%

$4,644-52.4%

$2,524-12.4%

Participant deferral / active EE

$9,568

$6,975+37.2%

$6,842+39.8%

$4,232+126.1%

Admin fee / account holder

$91

$152-39.7%

$9,309-99.0%

$114-19.9%

Provider

Service type

Compensation

CHARLES SCHWAB & CO., INC.6+ years

Filed as: SCHWAB RETIREMENT PLAN SERVICES INC

Service code 15 · EIN 34-1479833

Recordkeeping

$195,551

FISHER INVESTMENTS2 years

Service code 26 · EIN 20-2480800

Advisory (Participants)

$13,326

PRIVATE OCEAN2 years

Service code 26 · EIN 20-5742052

Advisory (Participants)

$9,934

STEEL PEAK WEALTH MGMT LLC1 year

Service code 26 · EIN 46-1173026

Advisory (Participants)

$9,213

GRATUS CAPITAL LLC2 years

Service code 26 · EIN 47-1771278

Advisory (Participants)

$8,714

CHARLES SCHWAB & CO., INC.6+ years

Service code 33 · EIN 94-1737782

Direct payment from the plan; Other i...

$2,615

CHARLES SCHWAB & CO., INC.2 years

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