Retirement plan

APPLIED INFORMATION SCIENCES, INC. EMPLOYEES' 401(K) RETIREMENT PLAN

Name: APPLIED INFORMATION SCIENCES, INC. - APPLIED INFORMATION SCIENCES, INC. EMPLOYEES' 401(K) RETIREMENT PLAN (2015) Form 5500
Creator: APPLIED INFORMATION SCIENCES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, APPLIED INFORMATION SCIENCES, INC. EMPLOYEES' 401(K) RETIREMENT PLAN, APPLIED INFORMATION SCIENCES, INC.

APPLIED INFORMATION SCIENCES, INC.EIN 52-1237004Plan #002PY 2015

11400 COMMERCE PARK DRIVE,SUITE 600 - RESTON, VA 201911558703-860-7800appliedinformationsciences.comLinkedIn201-500 employees

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$31.3M

No prior year

Total participants

381

No prior year

Average account balance

$88,372

No prior year

Annual return

0.65%

No prior year

Benchmarks

See 2,331 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort2,331 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$100.00M

Not enough data

1 years with asset history on file

Average account balance

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

$159K

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.

629

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.

88.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$8.80M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$20K

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

+16.58%

Not enough data

1 years with return on file

Admin fee / account holder

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

$330

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 2 by compensation

Provider	Service type	Compensation
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-0472300 PO BOX 7877 · FORT WAYNE, IN 46802	Contract Administrator	$154,656
VALLEY FORGE INVESTMENT CONSULTANTS1+ years Filed as: VALLEY FORGE ASSET MANAGEMENT Service code 15 · EIN 23-1910603 ONE RIGHTER PARKWAY SUITE 150 · WILMINGTON, DE 19803	Recordkeeping	$32,681

Plan features & details

Pension benefit codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

$157K

$553 / participant

Contract admin$157K100.0%

% of EOY assets

0.500%

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: GROSSBERG COMPANY LLP
Auditor EIN: 520807134
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$88,372

$88,324+0.1%

$115,038-23.2%

$55,191+60.1%

Participation rate

90.5%

72.5%+17.9pp

81.4%+9.1pp

69.2%+21.3pp

Annual return

0.65%

6.30%-5.7pp

26.14%-25.5pp

10.78%-10.1pp

Employer contribution / active EE

$2,670

$2,805-4.8%

$4,608-42.0%

$1,899+40.6%

Participant deferral / active EE

$8,257

$5,042+63.8%

$6,026+37.0%

$3,046+171.1%

Admin fee / account holder

$442

$105+319.6%

$8,175-94.6%

$91+387.1%

Provider

Service type

Compensation

LINCOLN NATIONAL CORPORATION1+ years

Service code 13 · EIN 35-0472300

PO BOX 7877 · FORT WAYNE, IN 46802

Contract Administrator

$154,656

VALLEY FORGE INVESTMENT CONSULTANTS1+ years

Filed as: VALLEY FORGE ASSET MANAGEMENT

Service code 15 · EIN 23-1910603

ONE RIGHTER PARKWAY SUITE 150 · WILMINGTON, DE 19803

Recordkeeping

$32,681

APPLIED INFORMATION SCIENCES, INC. EMPLOYEES' 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

APPLIED INFORMATION SCIENCES, INC. EMPLOYEES' 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