Retirement plan

THE JOHNS HOPKINS UNIVERSITY APPLIED PHYSICS LABORATORY PENSION PLAN A

Name: THE JOHNS HOPKINS UNIVERSITY APPLIED PHYSICS LABORATORY LLC - THE JOHNS HOPKINS UNIVERSITY APPLIED PHYSICS LABORATORY PENSION PLAN A (2021) Form 5500
Creator: THE JOHNS HOPKINS UNIVERSITY APPLIED PHYSICS LABORATORY LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE JOHNS HOPKINS UNIVERSITY APPLIED PHYSICS LABORATORY PENSION PLAN A, THE JOHNS HOPKINS UNIVERSITY APPLIED PHYSICS LABORATORY LLC

THE JOHNS HOPKINS UNIVERSITY APPLIED PHYSICS LABORATORY LLCdba JHU/APLEIN 52-0595111Plan #001PY 2021

11100 JOHNS HOPKINS ROAD - LAUREL, MD 207236099240-228-9238

Other plans on this EIN

1 filing

#002Retirement-$2.51B assets

Prospect flagsHigh assets / participantLow participant contribution

Top hat statement on fileNQDC

Filed December 29, 2016 (most recent of 2 filings on file)

Plan administrator

Plan administrator name— Sign in and upgrade to view

11100 Johns Hopkins Road

Laurel State: MD Zip Code: 20723

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Plans declared (1)

The Johns Hopkins University Applied Physics Laboratory 457(f) Plan12 emp

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Total assets (EOY)

$2583.9M

+27.8% from 2020

Total participants

10,175

+9.9% from 2020

Average account balance

$266,492

+22.0% from 2020

Annual return

28.08%

+23.35 pp from 2020

Benchmarks

See 93 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants5,000-9,999

Cohort93 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.97B

Not enough data

1 years with asset history on file

Average account balance

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

$255K

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.

11,639

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.

99.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$131.66M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+12.73%

Not enough data

1 years with return on file

Admin fee / account holder

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

$85

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

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Service providers

Top 1 by compensation

Provider	Service type	Compensation
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930	Recordkeeping	$815,817

Plan features & details

Pension benefit codes2C2F2G2K2T3F3H

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit 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.
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.
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.
3F
Leased employees
Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.
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

2 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$816K

$103 / participant

Other / not subdivided$816K100.0%

% of EOY assets

0.032%

all-in expense ratio

Categories reported

0 / 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: KPMG, LLP
Auditor EIN: 135565207
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$266,492

$114,241+133.3%

$159,455+67.1%

$101,517+162.5%

Participation rate

93.9%

71.7%+22.2pp

82.8%+11.1pp

74.6%+19.4pp

Annual return

28.08%

22.81%+5.3pp

263.63%-235.5pp

21.00%+7.1pp

Employer contribution / active EE

$12,121

$3,214+277.2%

$4,830+150.9%

$2,973+307.7%

Participant deferral / active EE

$265

$6,307-95.8%

$7,353-96.4%

$4,873-94.6%

Admin fee / account holder

$84

$81+4.2%

$10,800-99.2%

$139-39.7%

Provider

Service type

Compensation

THE VANGUARD GROUP, INC.6+ years

Service code 15 · EIN 23-1945930

Recordkeeping

$815,817

THE JOHNS HOPKINS UNIVERSITY APPLIED PHYSICS LABORATORY PENSION PLAN A

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE JOHNS HOPKINS UNIVERSITY APPLIED PHYSICS LABORATORY PENSION PLAN A

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

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