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 (2022) 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 2022

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

Prospect flagsHigh feesLow participation

How to read this page

Total assets (EOY)

$725K

-11.2% from 2021

Total participants

+15.4% from 2021

Average account balance

$72,455

-11.2% from 2021

Annual return

-13.34%

-20.56 pp from 2021

Benchmarks

See 133,844 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort133,844 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$919K

Not enough data

1 years with asset history on file

Average account balance

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

$54K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$72K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+9.32%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1625

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

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

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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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

$26K

$2038 / participant

Other / not subdivided$26K100.0%

% of EOY assets

3.657%

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: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$72,455

$138,114-47.5%

$125,391-42.2%

$134,545-46.1%

Participation rate

61.5%

84.5%-23.0pp

82.4%-20.8pp

81.2%-19.7pp

Annual return

-13.34%

750.88%-764.2pp

572.41%-585.8pp

418.37%-431.7pp

Employer contribution / active EE

$5,246-100.0%

$4,816-100.0%

$4,742-100.0%

Participant deferral / active EE

$2,789

$7,801-64.2%

$7,448-62.6%

$6,401-56.4%

Admin fee / account holder

$2,650

$11,570-77.1%

$10,009-73.5%

$11,431-76.8%

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