Retirement plan

COMPUTATIONAL PHYSICS, INC. RETIREMENT PLAN

Name: COMPUTATIONAL PHYSICS, INC. - COMPUTATIONAL PHYSICS, INC. RETIREMENT PLAN (2017) 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 2017

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)

$9.8M

+1.5% from 2016

Total participants

0.0% from 2016

Average account balance

$257,783

-1.1% from 2016

Annual return

8.49%

+3.06 pp from 2016

Benchmarks

See 25,068 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort25,068 peers

Snapshot2017

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

$1.0M

$31075 / participant

Other / not subdivided$1M100.0%

% of EOY assets

10.468%

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

$257,783

$85,766+200.6%

$136,297+89.1%

$70,124+267.6%

Participation rate

90.9%

74.2%+16.8pp

81.9%+9.0pp

69.5%+21.4pp

Annual return

8.49%

31.45%-23.0pp

5156.19%-5147.7pp

73.14%-64.7pp

Employer contribution / active EE

$3,628

$2,966+22.3%

$4,696-22.7%

$2,342+54.9%

Participant deferral / active EE

$7,084

$5,051+40.2%

$6,247+13.4%

$3,332+112.6%

Admin fee / account holder

$26,986

$5,420+397.9%

$9,244+191.9%

$4,645+480.9%

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