Retirement plan

CGI TECHNOLOGIES AND SOLUTIONS, INC. 401(K) SAVINGS PLAN

Name: CGI TECHNOLOGIES AND SOLUTIONS, INC. - CGI TECHNOLOGIES AND SOLUTIONS, INC. 401(K) SAVINGS PLAN (2017) Form 5500
Creator: CGI TECHNOLOGIES AND SOLUTIONS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CGI TECHNOLOGIES AND SOLUTIONS, INC. 401(K) SAVINGS PLAN, CGI TECHNOLOGIES AND SOLUTIONS, INC.

CGI TECHNOLOGIES AND SOLUTIONS, INC.EIN 54-0856778Plan #001PY 2017

11325 RANDOM HILLS ROAD, SUITE 800 - FAIRFAX, VA 22030703-267-2103LinkedIn1-10 employees

Prospect flagsCorrective distributions

Top hat statement on fileNQDC

Filed July 28, 1997

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.

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Total assets (EOY)

$1160.6M

-8.3% from 2016

Total participants

16,461

-3.6% from 2016

Average account balance

$84,274

-3.1% from 2016

Annual return

21.77%

-6.70 pp from 2016

Benchmarks

See 70 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants>=10,000

Cohort70 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.44B

Not enough data

1 years with asset history on file

Average account balance

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

$156K

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.

15,608

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.

75.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$148.11M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+18.98%

Not enough data

1 years with return on file

Admin fee / account holder

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

$59

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 6 by compensation

Provider	Service type	Compensation
TRANSAMERICA RETIREMENT SOLUTIONS3+ years Service code 12 · EIN 13-3689044	Direct payment from the plan; Recordk...	$534,479
T ROWE PRICE RPS INC1 year Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202	Recordkeeping	$365,107
WILLIS TOWERS WATSON US LLC1 year Filed as: TOWERS WATSON Service code 16 · EIN 52-1868818 28025 NETWORK PLACE · CHICAGO, IL 60673	Consulting	$194,034
CHARLES SCHWAB & CO., INC.1 year Filed as: CHARLES SCHWAB AND CO INC Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105	Direct payment from the plan; Shareho...	$15,687
WILLIS TOWERS WATSON US LLC1 year Filed as: TOWERS WATSON DELAWARE, INC Service code 27 · EIN 53-0181291	Advisory (Plan)	$15,640
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567	Securities brokerage; Securities brok...	$0

Plan features & details

Pension benefit codes2F2G2J2K2R3H

Plan features

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.
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

1 tripped

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$1.3M

$102 / participant

Investment mgmt$210K16.6%
Other / not subdivided$1M83.4%

% of EOY assets

0.109%

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: ERNST & YOUNG LLP
Auditor EIN: 346565596
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$84,274

$80,506+4.7%

$136,298-38.2%

$80,976+4.1%

Participation rate

78.2%

61.9%+16.4pp

81.9%-3.7pp

68.3%+10.0pp

Annual return

21.77%

27.70%-5.9pp

5156.27%-5134.5pp

22.91%-1.1pp

Employer contribution / active EE

$1,381

$1,943-28.9%

$4,696-70.6%

$2,402-42.5%

Participant deferral / active EE

$5,464

$4,601+18.8%

$6,247-12.5%

$3,848+42.0%

Admin fee / account holder

$92

$72+27.9%

$9,244-99.0%

$67+36.2%

Provider

Service type

Compensation

TRANSAMERICA RETIREMENT SOLUTIONS3+ years

Service code 12 · EIN 13-3689044

Direct payment from the plan; Recordk...

$534,479

T ROWE PRICE RPS INC1 year

Service code 15

100 EAST PRATT STREET · BALTIMORE, MD 21202

Recordkeeping

$365,107

WILLIS TOWERS WATSON US LLC1 year

Filed as: TOWERS WATSON

Service code 16 · EIN 52-1868818

28025 NETWORK PLACE · CHICAGO, IL 60673

Consulting

$194,034

CHARLES SCHWAB & CO., INC.1 year

Filed as: CHARLES SCHWAB AND CO INC

Service code 33

211 MAIN STREET · SAN FRANCISCO, CA 94105

Direct payment from the plan; Shareho...

$15,687

WILLIS TOWERS WATSON US LLC1 year

Filed as: TOWERS WATSON DELAWARE, INC

Service code 27 · EIN 53-0181291

Advisory (Plan)

$15,640

NATIONAL FINANCIAL SERVICES3+ years

Service code 33 · EIN 04-3523567

Securities brokerage; Securities brok...

CGI TECHNOLOGIES AND SOLUTIONS, INC. 401(K) SAVINGS PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CGI TECHNOLOGIES AND SOLUTIONS, INC. 401(K) SAVINGS 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