Retirement plan

COMPUTATIONAL PHYSICS, INC. RETIREMENT PLAN

Name: COMPUTATIONAL PHYSICS, INC. - COMPUTATIONAL PHYSICS, INC. RETIREMENT PLAN (2016) Form 5500
Creator: COMPUTATIONAL PHYSICS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COMPUTATIONAL PHYSICS, INC. RETIREMENT PLAN, COMPUTATIONAL PHYSICS, INC.

COMPUTATIONAL PHYSICS, INC.EIN 54-1290222Plan #001PY 2016

8001 BRADDOCK ROAD, SUITE 210 - SPRINGFIELD, VA 221512110703-764-7501cpi.comLinkedIn11-50 employeesresearch

Prospect flagsLow returnsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$9.6M

No prior year

Total participants

No prior year

Average account balance

$260,737

No prior year

Annual return

5.42%

No prior year

Benchmarks

See 24,581 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort24,581 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$23.46M

Not enough data

1 years with asset history on file

Average account balance

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

$326K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.06M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$20K

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

+48.26%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5493

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 codes2H2I2J2O2Q3I

Plan features

2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2I
Stock bonus
Stock bonus 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.
2O
ESOP other than a leveraged ESOP
Employee stock ownership plan that is not leveraged.
2Q
ESOP maintained by an S corporation
The employer maintaining this ESOP is an S corporation.
3I
Employer securities investment required
Plan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.

Opportunity flags

3 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$297K

$8749 / participant

Other / not subdivided$297K100.0%

% of EOY assets

3.083%

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

$260,737

$76,551+240.6%

$123,894+110.5%

$62,881+314.7%

Participation rate

88.2%

73.0%+15.3pp

81.4%+6.8pp

69.3%+18.9pp

Annual return

5.42%

18.68%-13.3pp

47.52%-42.1pp

20.14%-14.7pp

Employer contribution / active EE

$3,450

$2,882+19.7%

$4,617-25.3%

$2,281+51.3%

Participant deferral / active EE

$6,080

$4,840+25.6%

$5,984+1.6%

$3,203+89.8%

Admin fee / account holder

$8,040

$4,826+66.6%

$8,357-3.8%

$4,296+87.2%

COMPUTATIONAL PHYSICS, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COMPUTATIONAL PHYSICS, INC. RETIREMENT 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