Retirement plan

AEPS CORPORATION 401(K) PLAN

Name: AMERICAN EAGLE PROTECTIVE SERVICES CORPORATION - AEPS CORPORATION 401(K) PLAN (2021) Form 5500
Creator: AMERICAN EAGLE PROTECTIVE SERVICES CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AEPS CORPORATION 401(K) PLAN, AMERICAN EAGLE PROTECTIVE SERVICES CORPORATION

AMERICAN EAGLE PROTECTIVE SERVICES CORPORATIONdba AEPS CORPORATIONEIN 42-1606508Plan #101PY 2021

902 CRYSTAL FALLS PKWY - LEANDER, TX 78641512-380-9700LinkedIn1-10 employees

Prospect flagsFailed to transmit contributionsCorrective distributions

How to read this page

Total assets (EOY)

$15.1M

+14.7% from 2020

Total participants

672

-20.5% from 2020

Average account balance

$26,557

+36.7% from 2020

Annual return

15.07%

+2.61 pp from 2020

Benchmarks

See 736 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants250-999

Cohort736 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.42M

Not enough data

1 years with asset history on file

Average account balance

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

$42K

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.

178

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.

75.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$678K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+9.23%

Not enough data

1 years with return on file

Admin fee / account holder

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

$463

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 3 by compensation

Provider	Service type	Compensation
MASSACHUSETTS MUTUAL LIFE INS. CO.1 year Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850	Indirect Investment Fees	$116,397
SAGEPOINT FINANCIAL INC1 year Filed as: FSC SECURITIES CORPORATION Service code 27 · EIN 58-1288674	Advisory (Plan)	$19,803
NOVA 401(K) ASSOCIATES1 year Service code 13 · EIN 20-1181458	Contract Administrator	$13,740

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

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$139K

$308 / participant

Contract admin$139K100.0%

% of EOY assets

0.922%

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: COULTER & JUSTUS
Auditor EIN: 621532536
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$26,557

$41,647-36.2%

$96,192-72.4%

$86,821-69.4%

Participation rate

77.3%

50.3%+27.0pp

68.4%+8.8pp

72.3%+5.0pp

Annual return

15.07%

27.24%-12.2pp

192.09%-177.0pp

97.94%-82.9pp

Employer contribution / active EE

$4,131

$1,328+211.0%

$2,799+47.6%

$2,406+71.7%

Participant deferral / active EE

$1,740

$2,412-27.9%

$4,351-60.0%

$4,132-57.9%

Admin fee / account holder

$245

$169+44.6%

$5,539-95.6%

$170+44.4%

Provider

Service type

Compensation

MASSACHUSETTS MUTUAL LIFE INS. CO.1 year

Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE

Service code 52 · EIN 04-1590850

Indirect Investment Fees

$116,397

SAGEPOINT FINANCIAL INC1 year

Filed as: FSC SECURITIES CORPORATION

Service code 27 · EIN 58-1288674

Advisory (Plan)

$19,803

NOVA 401(K) ASSOCIATES1 year

Service code 13 · EIN 20-1181458

Contract Administrator

$13,740

AEPS CORPORATION 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AEPS CORPORATION 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