Retirement plan

ANDERSON ENGINEERING, INC. 401(K) & EMPLOYEE STOCK OWNERSHIP PLAN

Name: ANDERSON ENGINEERING, INC. - ANDERSON ENGINEERING, INC. 401(K) & EMPLOYEE STOCK OWNERSHIP PLAN (2021) Form 5500
Creator: ANDERSON ENGINEERING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ANDERSON ENGINEERING, INC. 401(K) & EMPLOYEE STOCK OWNERSHIP PLAN, ANDERSON ENGINEERING, INC.

ANDERSON ENGINEERING, INC.EIN 44-0581184Plan #002PY 2021

3213 S WEST BYPASS - SPRINGFIELD, MO 65807417-866-2741ae-inc.comLinkedIn201-500 employeescivil engineering

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$18.6M

+12.0% from 2020

Total participants

234

+31.5% from 2020

Average account balance

$81,759

-12.2% from 2020

Annual return

11.52%

-25.52 pp from 2020

Benchmarks

See 5,715 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort5,715 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$24.02M

Not enough data

1 years with asset history on file

Average account balance

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

$83K

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.

288

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.

99.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.49M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+13.02%

Not enough data

1 years with return on file

Admin fee / account holder

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

$134

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
BLUE CHIP RETIREMENT PLANS, INC.1 year Filed as: BLUE RIDGE TOPCO, LLC Service code 14 · EIN 84-5145051 154 HANSEN ROAD, SUITE 102 · CHARLOTTESVILLE, VA 22911	Plan Administrator	$12,040
STERN BROTHERS1 year Filed as: STERN BROTHERS VALUATION ADVISORS Service code 34 · EIN 43-1749095 1044 MAIN STREET, SUITE 501 · KANSAS CITY, MO 64105	Valuation (appraisals, etc.)	$7,450
ELLIOTT, ROBINSON & COMPANY, LLP1 year Filed as: ELLIOT, ROBINSON & COMPANY LLP Service code 10 · EIN 43-1189134 2305 S. BLACKMAN RD. SUITE D · SPRINGFIELD, MO 65809	Accounting	$5,188

Plan features & details

Pension benefit codes2E2H2J2K2O2Q2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.
2O
ESOP other than a leveraged ESOP
Employee stock ownership plan that is not leveraged.
2Q
ESOP maintained by an S corporation
The employer maintaining this ESOP is an S corporation.
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.

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$28K

$163 / participant

Other / not subdivided$28K100.0%

% of EOY assets

0.149%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: ELLIOTT, ROBINSON & COMPANY, LLP
Auditor EIN: 431189134
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$81,759

$104,479-21.7%

$159,474-48.7%

$79,391+3.0%

Participation rate

95.9%

76.6%+19.3pp

82.8%+13.1pp

70.7%+25.2pp

Annual return

11.52%

67.98%-56.5pp

263.68%-252.2pp

116.88%-105.4pp

Employer contribution / active EE

$8,021

$3,417+134.7%

$4,831+66.0%

$2,428+230.4%

Participant deferral / active EE

$4,749

$6,468-26.6%

$7,353-35.4%

$4,046+17.4%

Admin fee / account holder

$122

$711-82.9%

$10,802-98.9%

$627-80.6%

Provider

Service type

Compensation

BLUE CHIP RETIREMENT PLANS, INC.1 year

Filed as: BLUE RIDGE TOPCO, LLC

Service code 14 · EIN 84-5145051

154 HANSEN ROAD, SUITE 102 · CHARLOTTESVILLE, VA 22911

Plan Administrator

$12,040

STERN BROTHERS1 year

Filed as: STERN BROTHERS VALUATION ADVISORS

Service code 34 · EIN 43-1749095

1044 MAIN STREET, SUITE 501 · KANSAS CITY, MO 64105

Valuation (appraisals, etc.)

$7,450

ELLIOTT, ROBINSON & COMPANY, LLP1 year

Filed as: ELLIOT, ROBINSON & COMPANY LLP

Service code 10 · EIN 43-1189134

2305 S. BLACKMAN RD. SUITE D · SPRINGFIELD, MO 65809

Accounting

$5,188

ANDERSON ENGINEERING, INC. 401(K) & EMPLOYEE STOCK OWNERSHIP PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ANDERSON ENGINEERING, INC. 401(K) & EMPLOYEE STOCK OWNERSHIP 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