Retirement plan

AEPS CORPORATION 401(K) PLAN

Name: AMERICAN EAGLE PROTECTIVE SERVICES CORPORATION - AEPS CORPORATION 401(K) PLAN (2022) 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 2022

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)

$11.6M

-23.6% from 2021

Total participants

622

-7.4% from 2021

Average account balance

$21,077

-20.6% from 2021

Annual return

-15.38%

-30.45 pp from 2021

Benchmarks

See 780 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants250-999

Cohort780 peers

Snapshot2022

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 5 by compensation

Provider	Service type	Compensation
MASSACHUSETTS MUTUAL LIFE INS. CO.2 years Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850	Indirect Investment Fees	$94,673
NOVA 401(K) ASSOCIATES2 years Service code 13 · EIN 20-1181458	Contract Administrator	$36,030
SAGEPOINT FINANCIAL INC2 years Filed as: FSC SECURITIES CORPORATION Service code 27 · EIN 58-1288674	Advisory (Plan)	$25,951
GREAT-WEST LIFE & ANNUITY INSURANCE1 year Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$11,655
ADMINISTRATIVE FIDUCIARY SERVICES1 year Service code 50 · EIN 46-2919997	Direct Payment	$5,407

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

$140K

$484 / participant

Investment mgmt$140K100.0%

% of EOY assets

1.211%

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

$21,077

$34,634-39.1%

$77,100-72.7%

$64,824-67.5%

Participation rate

74.4%

49.8%+24.6pp

67.9%+6.5pp

71.5%+2.9pp

Annual return

-15.38%

-5.31%-10.1pp

42.35%-57.7pp

32.84%-48.2pp

Employer contribution / active EE

$5,540

$1,385+300.0%

$2,815+96.8%

$2,507+121.0%

Participant deferral / active EE

$2,800

$2,553+9.7%

$4,430-36.8%

$4,311-35.1%

Admin fee / account holder

$255

$178+43.1%

$5,443-95.3%

$188+35.9%

Provider

Service type

Compensation

MASSACHUSETTS MUTUAL LIFE INS. CO.2 years

Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE

Service code 52 · EIN 04-1590850

Indirect Investment Fees

$94,673

NOVA 401(K) ASSOCIATES2 years

Service code 13 · EIN 20-1181458

Contract Administrator

$36,030

SAGEPOINT FINANCIAL INC2 years

Filed as: FSC SECURITIES CORPORATION

Service code 27 · EIN 58-1288674

Advisory (Plan)

$25,951

GREAT-WEST LIFE & ANNUITY INSURANCE1 year

Filed as: EMPOWER ANNUITY INSURANCE COMPANY

Service code 64

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$11,655

ADMINISTRATIVE FIDUCIARY SERVICES1 year

Service code 50 · EIN 46-2919997

Direct Payment

$5,407

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