Retirement plan

PROJECT WORLDWIDE, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Name: PROJECT WORLDWIDE - PROJECT WORLDWIDE, INC. EMPLOYEE STOCK OWNERSHIP PLAN (2017) Form 5500
Creator: PROJECT WORLDWIDE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PROJECT WORLDWIDE, INC. EMPLOYEE STOCK OWNERSHIP PLAN, PROJECT WORLDWIDE

PROJECT WORLDWIDEEIN 38-0695561Plan #003PY 2017

3600 GIDDINGS RD - AUBURN HILLS, MI 483261515248-475-2500project.comLinkedIn1001-5000 employeesmarketing and advertising

Other plans on this EIN

1 filing

#002Retirement-$87.9M assets

Prospect flagsHigh assets / participantLow participant contribution

Top hat statement on fileNQDC

Filed September 16, 2016

Plan administrator

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3600 Giddings Road

Auburn Hills State: MI Zip Code: 48326

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Plans declared (1)

Plan name not on file112 emp

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Total assets (EOY)

$354.3M

-15.9% from 2016

Total participants

1,391

-15.7% from 2016

Average account balance

$258,269

-1.0% from 2016

Annual return

23.63%

-6.10 pp from 2016

Benchmarks

See 662 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants1,000-4,999

Cohort662 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$452.71M

Not enough data

1 years with asset history on file

Average account balance

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

$246K

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.

1,839

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.

96.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.10M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$834

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

+7.85%

Not enough data

1 years with return on file

Admin fee / account holder

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

$42

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 1 by compensation

Provider	Service type	Compensation
ARGENT TRUST COMPANY3+ years Service code 21 · EIN 62-1437218	Bank Trustee	$44,010

Plan features & details

Pension benefit codes2I2K2P2Q3H3I

Plan features

2I
Stock bonus
Stock bonus plan.
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.
2P
Leveraged ESOP
Employee stock ownership plan that acquires employer securities with borrowed money or other debt-financing techniques.
2Q
ESOP maintained by an S corporation
The employer maintaining this ESOP is an S corporation.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).
3I
Employer securities investment required
Plan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.

Opportunity flags

2 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$44K

$42 / participant

Investment mgmt$44K100.0%

% of EOY assets

0.012%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: PLANTE MORAN
Auditor EIN: 381357951
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$258,269

$96,458+167.8%

$136,298+89.5%

$77,958+231.3%

Participation rate

98.2%

75.4%+22.8pp

81.9%+16.3pp

71.6%+26.6pp

Annual return

23.63%

23.78%-0.1pp

5156.27%-5132.6pp

20.87%+2.8pp

Employer contribution / active EE

$2,017

$3,144-35.8%

$4,696-57.0%

$2,310-12.7%

Participant deferral / active EE

$5,902-100.0%

$6,247-100.0%

$3,537-100.0%

Admin fee / account holder

$32

$80-60.1%

$9,244-99.7%

$97-67.1%

Provider

Service type

Compensation

ARGENT TRUST COMPANY3+ years

Service code 21 · EIN 62-1437218

Bank Trustee

$44,010

PROJECT WORLDWIDE, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PROJECT WORLDWIDE, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

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