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 (2017) 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 2017

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

Other plans on this EIN

1 filing

#003Retirement-$8.6M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$41.7M

+22.1% from 2016

Total participants

407

+7.7% from 2016

Average account balance

$110,977

+12.3% from 2016

Annual return

20.09%

+11.42 pp from 2016

Benchmarks

See 2,615 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort2,615 peers

Snapshot2017

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 3 by compensation

Provider	Service type	Compensation
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-0472300 PO BOX 7877 · FORT WAYNE, IN 46802	Contract Administrator	$115,581
PENNSYLVANIA PENSION PLANNERS, INC.1 year Filed as: PENNSYLVANIA PENSION PLANNERS Service code 15 · EIN 23-1735188 2090 LINGLESTOWN ROAD SUITE 201 · HARRISBURG, PA 17110	Recordkeeping	$10,306
VALLEY FORGE INVESTMENT CONSULTANTS3+ years Filed as: VALLEY FORGE ASSET MANAGEMENT Service code 15 · EIN 23-1910603 ONE RIGHTER PARKWAY SUITE 150 · WILMINGTON, DE 19803	Recordkeeping	$8,509

Plan features & details

Pension benefit codes2E2F2G2J3D

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

$98K

$345 / participant

Contract admin$98K100.0%

% of EOY assets

0.235%

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

$110,977

$155,795-28.8%

$136,298-18.6%

$69,631+59.4%

Participation rate

89.1%

75.2%+13.8pp

81.9%+7.2pp

70.7%+18.4pp

Annual return

20.09%

232464.33%-232444.2pp

5156.27%-5136.2pp

27571.02%-27550.9pp

Employer contribution / active EE

$2,651

$2,991-11.4%

$4,696-43.5%

$2,032+30.4%

Participant deferral / active EE

$8,115

$5,394+50.5%

$6,247+29.9%

$3,224+151.7%

Admin fee / account holder

$261

$128+103.2%

$9,244-97.2%

$110+135.9%

Provider

Service type

Compensation

LINCOLN NATIONAL CORPORATION3+ years

Service code 13 · EIN 35-0472300

PO BOX 7877 · FORT WAYNE, IN 46802

Contract Administrator

$115,581

PENNSYLVANIA PENSION PLANNERS, INC.1 year

Filed as: PENNSYLVANIA PENSION PLANNERS

Service code 15 · EIN 23-1735188

2090 LINGLESTOWN ROAD SUITE 201 · HARRISBURG, PA 17110

Recordkeeping

$10,306

VALLEY FORGE INVESTMENT CONSULTANTS3+ years

Filed as: VALLEY FORGE ASSET MANAGEMENT

Service code 15 · EIN 23-1910603

ONE RIGHTER PARKWAY SUITE 150 · WILMINGTON, DE 19803

Recordkeeping

$8,509

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