Retirement plan

EXCEL SERVICES CORPORATION 401K PLAN

Name: EXCEL SERVICES CORPORATION - EXCEL SERVICES CORPORATION 401K PLAN (2022) Form 5500
Creator: EXCEL SERVICES CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EXCEL SERVICES CORPORATION 401K PLAN, EXCEL SERVICES CORPORATION

EXCEL SERVICES CORPORATIONEIN 52-1430195Plan #003PY 2022

11921 ROCKVILLE PIKE, SUITE 100 - ROCKVILLE, MD 20852301-984-4400excelservices.comLinkedIn51-200 employeesoil & energy

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$177K

-79.1% from 2021

Total participants

+12.5% from 2021

Average account balance

$19,692

-81.4% from 2021

Annual return

-19.53%

-34.61 pp from 2021

Benchmarks

See 133,844 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort133,844 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$454K

Not enough data

1 years with asset history on file

Average account balance

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

$65K

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.

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.

233.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$19K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+59.02%

Not enough data

1 years with return on file

Admin fee / account holder

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

$65928

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

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

$521K

$130144 / participant

Other / not subdivided$521K100.0%

% of EOY assets

293.736%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$19,692

$138,114-85.7%

$125,391-84.3%

$134,545-85.4%

Participation rate

100.0%

84.5%+15.5pp

82.4%+17.6pp

81.2%+18.8pp

Annual return

-19.53%

750.88%-770.4pp

572.41%-591.9pp

418.37%-437.9pp

Employer contribution / active EE

$3,901

$5,246-25.6%

$4,816-19.0%

$4,742-17.7%

Participant deferral / active EE

$7,801-100.0%

$7,448-100.0%

$6,401-100.0%

Admin fee / account holder

$57,842

$11,570+399.9%

$10,009+477.9%

$11,431+406.0%

EXCEL SERVICES CORPORATION 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EXCEL SERVICES CORPORATION 401K 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