Retirement plan

CHEMONICS INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN

Name: CHEMONICS INTERNATIONAL,INC. - CHEMONICS INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN (2020) Form 5500
Creator: CHEMONICS INTERNATIONAL,INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHEMONICS INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN, CHEMONICS INTERNATIONAL,INC.

CHEMONICS INTERNATIONAL,INC.EIN 52-2145827Plan #001PY 2020

1717 H STREET NW - WASHINGTON, DC 20006202-955-7420chemonics.comLinkedIn1001-5000 employeesinternational trade and development

Other plans on this EIN

1 filing

#002Retirement-$366.8M assets

Prospect flagsLow employer contributionCorrective distributions

Top hat statement on fileNQDC

Filed May 15, 2013

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

Open the filing PDF

How to read this page

Total assets (EOY)

$138.7M

+18.4% from 2019

Total participants

1,984

+0.4% from 2019

Average account balance

$75,784

+18.0% from 2019

Annual return

19.94%

-5.09 pp from 2019

Benchmarks

See 755 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants1,000-4,999

Cohort755 peers

Snapshot2020

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Analytics

Total assets (EOY)

Plan-year ending balance

$186.68M

Not enough data

1 years with asset history on file

Average account balance

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

$91K

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.

2,048

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.

89.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$13.09M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+15.76%

Not enough data

1 years with return on file

Admin fee / account holder

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

$72

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 5 by compensation

Provider	Service type	Compensation
GREAT-WEST LIFE & ANNUITY INSURANCE3 years Service code 15 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping	$129,105
LOCKTON INVESTMENT ADVISORS, LLC1 year Filed as: LOCKTON INVESTMENT ADVISORS LLC Service code 27 · EIN 20-8874282 444 W 47TH STREET SUITE 900 · KANSAS CITY, MO 641121906	Advisory (Plan)	$60,000
BKD, LLP1 year Filed as: BKD LLP Service code 10 910 E ST LOUIS STREET SUITE 200 · SPRINGFIELD, MO 65801	Accounting	$18,512
GREAT-WEST LIFE & ANNUITY INSURANCE2 years Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Investment Management	$13,385
GREAT-WEST LIFE & ANNUITY INSURANCE1 year Filed as: GWFS EQUITIES INC Service code 26 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Advisory (Participants)	$39

Plan features & details

Pension benefit codes2E2F2G2J2K2R2S2T

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.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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.

Opportunity flags

2 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$226K

$176 / participant

Investment mgmt$95K42.3%
Other / not subdivided$130K57.7%

% of EOY assets

0.163%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: BKD, LLP
Auditor EIN: 440160260
Audit fees: (not subdivided)
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$75,784

$127,481-40.6%

$149,696-49.4%

$90,288-16.1%

Participation rate

88.0%

78.2%+9.7pp

82.5%+5.5pp

73.4%+14.6pp

Annual return

19.94%

57.78%-37.8pp

276.60%-256.7pp

53.97%-34.0pp

Employer contribution / active EE

$3,448-100.0%

$4,644-100.0%

$2,524-100.0%

Participant deferral / active EE

$7,881

$6,975+13.0%

$6,842+15.2%

$4,232+86.2%

Admin fee / account holder

$123

$152-18.7%

$9,309-98.7%

$114+8.1%

Provider

Service type

Compensation

GREAT-WEST LIFE & ANNUITY INSURANCE3 years

Service code 15 · EIN 84-0467907

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping

$129,105

LOCKTON INVESTMENT ADVISORS, LLC1 year

Filed as: LOCKTON INVESTMENT ADVISORS LLC

Service code 27 · EIN 20-8874282

444 W 47TH STREET SUITE 900 · KANSAS CITY, MO 641121906

Advisory (Plan)

$60,000

BKD, LLP1 year

Filed as: BKD LLP

Service code 10

910 E ST LOUIS STREET SUITE 200 · SPRINGFIELD, MO 65801

Accounting

$18,512

GREAT-WEST LIFE & ANNUITY INSURANCE2 years

Filed as: ADVISED ASSETS GROUP, LLC

Service code 28

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Investment Management

$13,385

GREAT-WEST LIFE & ANNUITY INSURANCE1 year

Filed as: GWFS EQUITIES INC

Service code 26

8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Advisory (Participants)

$39

CHEMONICS INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CHEMONICS INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN

Top hat statement on fileNQDC

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