Retirement plan

RAMBOLL ENVIRON US CORPORATION MONEY PURCHASE PLAN

Name: RAMBOLL ENVIRON US CORPORATION - RAMBOLL ENVIRON US CORPORATION MONEY PURCHASE PLAN (2017) Form 5500
Creator: RAMBOLL ENVIRON US CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RAMBOLL ENVIRON US CORPORATION MONEY PURCHASE PLAN, RAMBOLL ENVIRON US CORPORATION

RAMBOLL ENVIRON US CORPORATIONEIN 52-1248616Plan #001PY 2017

4350 NORTH FAIRFAX DRIVE, SUITE 300 - ARLINGTON, VA 22203703-516-2300

Other plans on this EIN

1 filing

#002Retirement-$168.0M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$57.7M

-10.8% from 2016

Total participants

1,300

+5.1% from 2016

Average account balance

$49,701

-11.1% from 2016

Annual return

16.96%

-8.06 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

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$4.02M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-104.50%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

Top 3 by compensation

Provider	Service type	Compensation
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393	Recordkeeping	$69,935
BDO USA, LLP3+ years Service code 10 · EIN 13-5381590	Accounting	$20,085
GLOBAL RETIREMENT PARTNERS LLC2 years Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118	Advisory (Plan)	$3,833

Plan features & details

Pension benefit codes2C2F2G2T3D3H

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.
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.
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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$95K

$104 / participant

Other / not subdivided$95K100.0%

% of EOY assets

0.165%

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: BDO USA, LLP
Auditor EIN: 135381590
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$49,701

$155,795-68.1%

$136,298-63.5%

$69,634-28.6%

Participation rate

84.7%

75.2%+9.4pp

81.9%+2.8pp

70.7%+14.0pp

Annual return

16.96%

232464.33%-232447.4pp

5156.27%-5139.3pp

27572.26%-27555.3pp

Employer contribution / active EE

$3,883

$2,991+29.8%

$4,696-17.3%

$2,032+91.1%

Participant deferral / active EE

$5,394-100.0%

$6,247-100.0%

$3,224-100.0%

Admin fee / account holder

$82

$128-36.0%

$9,244-99.1%

$110-25.7%

Provider

Service type

Compensation

WELLS FARGO BANK, N.A.3+ years

Service code 15 · EIN 94-1347393

Recordkeeping

$69,935

BDO USA, LLP3+ years

Service code 10 · EIN 13-5381590

Accounting

$20,085

GLOBAL RETIREMENT PARTNERS LLC2 years

Filed as: GLOBAL RETIREMENT PARTNERS, LLC

Service code 27 · EIN 47-1411118

Advisory (Plan)

$3,833

RAMBOLL ENVIRON US CORPORATION MONEY PURCHASE PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RAMBOLL ENVIRON US CORPORATION MONEY PURCHASE 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