Retirement plan

ACE GROUP 401(K) RETIREMENT PLAN

Name: AIR COMBAT EFFECTIVENESS CONSULTING GROUP, LLC. - ACE GROUP 401(K) RETIREMENT PLAN (2016) Form 5500
Creator: AIR COMBAT EFFECTIVENESS CONSULTING GROUP, LLC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ACE GROUP 401(K) RETIREMENT PLAN, AIR COMBAT EFFECTIVENESS CONSULTING GROUP, LLC.

AIR COMBAT EFFECTIVENESS CONSULTING GROUP, LLC.EIN 46-3517372Plan #001PY 2016

45109 WOODHAVEN DRIVE - CALIFORNIA, MD 20619410-326-5117aircombateffectivenessconsultinggroup.comLinkedIn51-200 employeesdefense & space

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$460K

No prior year

Total participants

No prior year

Average account balance

$19,156

No prior year

Annual return

16.80%

No prior year

Benchmarks

See 107 peers

Peer group

Industry92 - Public Administration

Plan typeDefined contribution

Participants25-99

Cohort107 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$9.78M

Not enough data

1 years with asset history on file

Average account balance

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

$116K

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.

116.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.31M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+16.30%

Not enough data

1 years with return on file

Admin fee / account holder

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

$12426

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 codes2E2J2F2G3D

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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$4K

$146 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.796%

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

$19,156

$39,534-51.5%

$46,225-58.6%

$62,881-69.5%

Participation rate

92.0%

74.6%+17.4pp

79.5%+12.5pp

69.3%+22.7pp

Annual return

16.80%

8.93%+7.9pp

7.57%+9.2pp

20.14%-3.3pp

Employer contribution / active EE

$4,981

$2,646+88.2%

$3,424+45.5%

$2,281+118.4%

Participant deferral / active EE

$6,304

$2,681+135.1%

$3,776+66.9%

$3,203+96.8%

Admin fee / account holder

$153

$2,464-93.8%

$3,519-95.7%

$4,296-96.4%

ACE GROUP 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ACE GROUP 401(K) RETIREMENT 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