Retirement plan

ACE GROUP 401(K) RETIREMENT PLAN

Name: AIR COMBAT EFFECTIVENESS CONSULTING GROUP, LLC. - ACE GROUP 401(K) RETIREMENT PLAN (2022) 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 2022

22299 EXPLORATION DRIVE, SUITE 400 - LEXINGTON PARK, MD 20653240-808-4085aircombateffectivenessconsultinggroup.comLinkedIn51-200 employeesdefense & space

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$4.5M

-10.1% from 2021

Total participants

+14.9% from 2021

Average account balance

$62,302

-26.3% from 2021

Annual return

-18.95%

-36.85 pp from 2021

Benchmarks

See 119 peers

Peer group

Industry92 - Public Administration

Plan typeDefined contribution

Participants25-99

Cohort119 peers

Snapshot2022

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

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

$469K

$8680 / participant

Other / not subdivided$469K100.0%

% of EOY assets

10.449%

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

$62,302

$53,806+15.8%

$61,491+1.3%

$68,490-9.0%

Participation rate

90.7%

72.5%+18.3pp

79.3%+11.4pp

67.9%+22.8pp

Annual return

-18.95%

-15.68%-3.3pp

-12.98%-6.0pp

-7.85%-11.1pp

Employer contribution / active EE

$9,014

$3,218+180.1%

$4,246+112.3%

$2,597+247.1%

Participant deferral / active EE

$7,291

$3,678+98.2%

$5,188+40.5%

$4,028+81.0%

Admin fee / account holder

$6,510

$5,999+8.5%

$4,312+51.0%

$5,403+20.5%

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