Retirement plan

PUBLIC KNOWLEDGE, INC. 401(K) PLAN

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

PUBLIC KNOWLEDGE, INC.EIN 52-2336690Plan #001PY 2022

1818 N STREET NW, SUITE 410 - WASHINGTON, DC 20036704-743-3226publicknowledge.orgLinkedIn11-50 employeespublic policy

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.7M

-3.1% from 2021

Total participants

+2.1% from 2021

Average account balance

$36,268

-5.1% from 2021

Annual return

-13.30%

-30.08 pp from 2021

Benchmarks

See 133,872 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort133,872 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.50M

Not enough data

1 years with asset history on file

Average account balance

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

$49K

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.

255.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$171K

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

+14.39%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1023

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 codes2E2F2G2J2T3D

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.
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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$8K

$449 / participant

Other / not subdivided$8K100.0%

% of EOY assets

0.464%

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

$36,268

$138,102-73.7%

$125,381-71.1%

$134,532-73.0%

Participation rate

94.4%

84.5%+9.9pp

82.4%+12.1pp

81.2%+13.2pp

Annual return

-13.30%

750.73%-764.0pp

572.31%-585.6pp

418.27%-431.6pp

Employer contribution / active EE

$3,289

$5,245-37.3%

$4,815-31.7%

$4,741-30.6%

Participant deferral / active EE

$7,337

$7,801-5.9%

$7,448-1.5%

$6,401+14.6%

Admin fee / account holder

$168

$11,568-98.5%

$10,007-98.3%

$11,429-98.5%

PUBLIC KNOWLEDGE, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PUBLIC KNOWLEDGE, INC. 401(K) 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