Retirement plan

P E SYSTEMS, INC. 401(K) AND PROFIT SHARING PLAN

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

P E SYSTEMS, INC.EIN 54-0891458Plan #001PY 2020

10201 FAIRFAX BLVD., SUITE 400 - FAIRFAX, VA 22030703-691-3498pesystems-ne.comLinkedIn1-10 employeesinformation technology and services

Other plans on this EIN

1 filing

#002Retirement-$883K assets

Prospect flagsCorrective distributions

Top hat statement on fileNQDC

Filed October 28, 2024

Plan administrator

Plan administrator name— Sign in and upgrade to view

10201 Fairfax Boulevard, Suite 400

Fairfax, VA 22030

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Plans declared (1)

P E SYSTEMS, INC. DEFERRED COMPENSATION PLAN65 emp

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Total assets (EOY)

$24.4M

+10.2% from 2019

Total participants

492

+12.3% from 2019

Average account balance

$53,130

-1.3% from 2019

Annual return

16.65%

-7.98 pp from 2019

Benchmarks

See 2,819 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort2,819 peers

Snapshot2020

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$30.07M

Not enough data

1 years with asset history on file

Average account balance

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

$61K

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.

496

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.

89.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$4.36M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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)

$305

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 10 of 11 by compensation

Provider	Service type	Compensation
MASSACHUSETTS MUTUAL LIFE INS. CO.4 years Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850	Indirect Investment Fees	$90,122
RETIREMENT PLANNERS & ADMINISTRATOR4 years Service code 13 · EIN 62-1038805	Contract Administrator	$11,729
AB FUNDS4 years Service code 52 · EIN 13-3747683	Indirect Investment Fees	$0
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037	Indirect Investment Fees	$0
DIMENSIONAL FUND ADVISORS4 years Service code 52 · EIN 36-3129984	Indirect Investment Fees	$0
ENVESTNET RETIREMENT SOLUTIONS, LLC4 years Service code 27 · EIN 61-1732930	Advisory (Plan)	$0
NEXTCAPITAL GROUP, INC.1 year Filed as: NEXT CAPITAL ADVISORS Service code 52 · EIN 47-2342699	Indirect Investment Fees	$0
NEXTCAPITAL GROUP, INC.1 year Filed as: NEXTCAPITAL ADVISORS, INC. Service code 52	Indirect Investment Fees	$0
NORTHERN FUNDS4 years Service code 52 · EIN 36-3608252	Indirect Investment Fees	$0
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD Service code 52 · EIN 23-1999755	Indirect Investment Fees	$0

Plan features & details

Pension benefit codes2E2F2G2J2K2T3D2S

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.
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.
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

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

Expense breakdown

Schedule H Part II

Admin total

$90K

$295 / participant

Investment mgmt$78K86.6%
Contract admin$12K13.4%
Other / not subdivided$370.0%

% of EOY assets

0.370%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.

Auditor firm: ARONSON LLC
Auditor EIN: 371611326
Audit fees: (not subdivided)
Opinion code: Disclaimer

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$53,130

$100,801-47.3%

$149,696-64.5%

$73,409-27.6%

Participation rate

89.2%

77.7%+11.5pp

82.5%+6.7pp

72.2%+17.0pp

Annual return

16.65%

265.34%-248.7pp

276.60%-260.0pp

59.29%-42.6pp

Employer contribution / active EE

$1,605

$3,312-51.5%

$4,644-65.4%

$2,234-28.1%

Participant deferral / active EE

$5,899

$6,404-7.9%

$6,842-13.8%

$3,805+55.0%

Admin fee / account holder

$196

$181+8.6%

$9,309-97.9%

$158+24.4%

Provider

Service type

Compensation

MASSACHUSETTS MUTUAL LIFE INS. CO.4 years

Filed as: MASSACHUSETTS MUTUAL LIFE INS CO

Service code 52 · EIN 04-1590850

Indirect Investment Fees

$90,122

RETIREMENT PLANNERS & ADMINISTRATOR4 years

Service code 13 · EIN 62-1038805

Contract Administrator

$11,729

AB FUNDS4 years

Service code 52 · EIN 13-3747683

Indirect Investment Fees

AMERICAN FUNDS4 years

Service code 52 · EIN 95-1411037

Indirect Investment Fees

DIMENSIONAL FUND ADVISORS4 years

Service code 52 · EIN 36-3129984

Indirect Investment Fees

ENVESTNET RETIREMENT SOLUTIONS, LLC4 years

Service code 27 · EIN 61-1732930

Advisory (Plan)

NEXTCAPITAL GROUP, INC.1 year

Filed as: NEXT CAPITAL ADVISORS

Service code 52 · EIN 47-2342699

Indirect Investment Fees

NEXTCAPITAL GROUP, INC.1 year

Filed as: NEXTCAPITAL ADVISORS, INC.

Service code 52

Indirect Investment Fees

NORTHERN FUNDS4 years

Service code 52 · EIN 36-3608252

Indirect Investment Fees

THE VANGUARD GROUP, INC.4 years

Filed as: VANGUARD

Service code 52 · EIN 23-1999755

Indirect Investment Fees

P E SYSTEMS, INC. 401(K) AND PROFIT SHARING PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

P E SYSTEMS, INC. 401(K) AND PROFIT SHARING PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

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