Retirement plan

ANDERSON SURVEY COMPANY, INC. EMPLOYEES 401(K) PROFIT SHARING PLAN AND TRUST

Name: ANDERSON SURVEY COMPANY, INC. - ANDERSON SURVEY COMPANY, INC. EMPLOYEES 401(K) PROFIT SHARING PLAN AND TRUST (2020) Form 5500
Creator: ANDERSON SURVEY COMPANY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ANDERSON SURVEY COMPANY, INC. EMPLOYEES 401(K) PROFIT SHARING PLAN AND TRUST, ANDERSON SURVEY COMPANY, INC.

ANDERSON SURVEY COMPANY, INC.EIN 44-0650697Plan #001PY 2020

1270 NE DELTA SCHOOL ROAD - LEES SUMMIT, MO 64064816-246-5050LinkedIn1-10 employeesmechanical or industrial engineering

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.7M

+8.1% from 2019

Total participants

-11.8% from 2019

Average account balance

$128,016

+24.7% from 2019

Annual return

10.88%

-4.26 pp from 2019

Benchmarks

See 120,811 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort120,811 peers

Snapshot2020

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$987K

Not enough data

1 years with asset history on file

Average account balance

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

$66K

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.

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.

125.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$75K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+10.56%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7844

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

0 years with F_SCH_H allocation on file

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

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Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$100K

$10004 / participant

Other / not subdivided$100K100.0%

% of EOY assets

6.011%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$128,016

$165,335-22.6%

$149,696-14.5%

$158,922-19.4%

Participation rate

80.0%

84.6%-4.6pp

82.5%-2.5pp

82.0%-2.0pp

Annual return

10.88%

348.15%-337.3pp

276.60%-265.7pp

302.83%-292.0pp

Employer contribution / active EE

$5,103-100.0%

$4,644-100.0%

$4,761-100.0%

Participant deferral / active EE

$4,246

$7,181-40.9%

$6,842-37.9%

$5,982-29.0%

Admin fee / account holder

$7,696

$10,807-28.8%

$9,309-17.3%

$11,246-31.6%

ANDERSON SURVEY COMPANY, INC. EMPLOYEES 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ANDERSON SURVEY COMPANY, INC. EMPLOYEES 401(K) PROFIT SHARING PLAN AND TRUST

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