Retirement plan

AECOM 401(K) RETIREMENT PLAN FOR SPECIFIED CONTRACT EMPLOYEES

Name: AECOM GLOBAL II, LLC - AECOM 401(K) RETIREMENT PLAN FOR SPECIFIED CONTRACT EMPLOYEES (2019) Form 5500
Creator: AECOM GLOBAL II, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AECOM 401(K) RETIREMENT PLAN FOR SPECIFIED CONTRACT EMPLOYEES, AECOM GLOBAL II, LLC

AECOM GLOBAL II, LLCEIN 47-1336341Plan #103PY 2019

300 S. GRAND AVE, TENTH FLOOR - LOS ANGELES, CA 90071208-386-5000aecom.comLinkedIn10001+ employeescivil engineering

Other plans on this EIN

2 filings

#201Retirement-$12.9M assets #102Retirement-$8.2M assets

Prospect flagsLow returnsLow assets / participantFailed to transmit contributionsCorrective distributions

How to read this page

Total assets (EOY)

$322.9M

+13.9% from 2018

Total participants

11,510

+2.7% from 2018

Average account balance

$29,861

+12.1% from 2018

Annual return

19.23%

+24.01 pp from 2018

Benchmarks

See 88 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants5,000-9,999

Cohort88 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$322.88M

Not enough data

1 years with asset history on file

Average account balance

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

$30K

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.

10,813

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.

91.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$41.22M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+19.23%

Not enough data

1 years with return on file

Admin fee / account holder

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

$19

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 4 by compensation

Provider	Service type	Compensation
MERRILL LYNCH PIERCE FENNER & SMITH4+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085	Recordkeeping	$89,120
WINSTON & STRAWN LLP1 year Service code 29 · EIN 36-1975990	Legal	$75,331
AECOM USA INC.4+ years Service code 10 · EIN 61-1088522	Accounting	$53,838
ANGELES INVESTMENT ADVISORS, LLC4+ years Service code 27 · EIN 95-4839031	Advisory (Plan)	$7,079

Plan features & details

Pension benefit codes2E2F2G2J2K2R2S2T3H

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.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

4 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$209K

$26 / participant

Investment mgmt$7K3.4%
Other / not subdivided$202K96.6%

% of EOY assets

0.065%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: GRANT THORNTON
Auditor EIN: 366055558
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$29,861

$95,048-68.6%

$141,197-78.9%

$82,204-63.7%

Participation rate

91.2%

73.7%+17.4pp

82.5%+8.7pp

73.4%+17.8pp

Annual return

19.23%

26.89%-7.7pp

71.41%-52.2pp

26.31%-7.1pp

Employer contribution / active EE

$2,432

$2,921-16.7%

$4,736-48.6%

$2,707-10.2%

Participant deferral / active EE

$2,788

$5,907-52.8%

$6,710-58.5%

$4,246-34.3%

Admin fee / account holder

$19

$78-75.1%

$10,265-99.8%

$76-74.4%

Provider

Service type

Compensation

MERRILL LYNCH PIERCE FENNER & SMITH4+ years

Filed as: MERRILL LYNCH, PIERCE, FENNER AND S

Service code 15 · EIN 13-5674085

Recordkeeping

$89,120

WINSTON & STRAWN LLP1 year

Service code 29 · EIN 36-1975990

Legal

$75,331

AECOM USA INC.4+ years

Service code 10 · EIN 61-1088522

Accounting

$53,838

ANGELES INVESTMENT ADVISORS, LLC4+ years

Service code 27 · EIN 95-4839031

Advisory (Plan)

$7,079

AECOM 401(K) RETIREMENT PLAN FOR SPECIFIED CONTRACT EMPLOYEES

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AECOM 401(K) RETIREMENT PLAN FOR SPECIFIED CONTRACT EMPLOYEES

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