Retirement plan

COMPUTER SYSTEMS CENTER INC 401(K) RETIREMENT PLAN

Name: COMPUTER SYSTEMS CENTER INC - COMPUTER SYSTEMS CENTER INC 401(K) RETIREMENT PLAN (2018) Form 5500
Creator: COMPUTER SYSTEMS CENTER INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COMPUTER SYSTEMS CENTER INC 401(K) RETIREMENT PLAN, COMPUTER SYSTEMS CENTER INC

COMPUTER SYSTEMS CENTER INCEIN 54-1428673Plan #002PY 2018

6225 BRANDON AVE STE 520 - SPRINGFIELD, VA 22150703-866-4000

Prospect flagsLow employer contributionLow participant contribution

How to read this page

Total assets (EOY)

$33.2M

-6.2% from 2017

Total participants

170

+3.7% from 2017

Average account balance

$198,967

-14.1% from 2017

Annual return

-3.40%

-22.69 pp from 2017

Benchmarks

See 475 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Cohort475 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$40.71M

Not enough data

1 years with asset history on file

Average account balance

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

$179K

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.

228

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

$1.58M

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

+13.25%

Not enough data

1 years with return on file

Admin fee / account holder

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

$459

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 9 by compensation

Provider	Service type	Compensation
T ROWE PRICE RPS INC4+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931	Recordkeeping	$49,225
FRANKLIN TEMPLETON1 year Service code 28 · EIN 13-2670991	Investment Management	$0
LOOMIS SAYLES1 year Filed as: LOOMIS - SAYLES - NATIXIS - HANSBER Service code 28 · EIN 04-3200030	Investment Management	$0
MET WEST FUNDS1 year Service code 28 · EIN 95-4597302	Investment Management	$0
OAKMARK3 years Service code 28 · EIN 04-3276558	Investment Management	$0
OPPENHEIMER1 year Filed as: OPPENHEIMER FUNDS Service code 28 · EIN 13-2527171	Investment Management	$0
PIMCO FUNDS1 year Service code 28 · EIN 33-0629048	Investment Management	$0
PRUDENTIAL RETIREMENT INSURANCE AND1 year Filed as: PRUDENTIAL JENNISON Service code 28 · EIN 22-3703799	Investment Management	$0
T ROWE PRICE RPS INC4+ years Filed as: T ROWE PRICE RPS, INC Service code 15	Recordkeeping	$0

Plan features & details

Pension benefit codes2E2G2J2K3D2F2T

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.
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

2 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$49K

$497 / participant

Other / not subdivided$49K100.0%

% of EOY assets

0.148%

all-in expense ratio

Categories reported

0 / 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: BURDETTE SMITH & BISH, LLC
Auditor EIN: 454037800
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$198,967

$206,359-3.6%

$123,553+61.0%

Participation rate

97.0%

72.1%+24.8pp

82.3%+14.7pp

Annual return

-3.40%

-5.77%+2.4pp

119.21%-122.6pp

Employer contribution / active EE

$2,002

$2,538-21.1%

$4,628-56.7%

Participant deferral / active EE

$11,634

$5,785+101.1%

$6,426+81.1%

Admin fee / account holder

$295

$21,386-98.6%

$9,284-96.8%

Provider

Service type

Compensation

T ROWE PRICE RPS INC4+ years

Filed as: T. ROWE PRICE RPS, INC.

Service code 15 · EIN 52-1309931

Recordkeeping

$49,225

FRANKLIN TEMPLETON1 year

Service code 28 · EIN 13-2670991

Investment Management

LOOMIS SAYLES1 year

Filed as: LOOMIS - SAYLES - NATIXIS - HANSBER

Service code 28 · EIN 04-3200030

Investment Management

MET WEST FUNDS1 year

Service code 28 · EIN 95-4597302

Investment Management

OAKMARK3 years

Service code 28 · EIN 04-3276558

Investment Management

OPPENHEIMER1 year

Filed as: OPPENHEIMER FUNDS

Service code 28 · EIN 13-2527171

Investment Management

PIMCO FUNDS1 year

Service code 28 · EIN 33-0629048

Investment Management

PRUDENTIAL RETIREMENT INSURANCE AND1 year

Filed as: PRUDENTIAL JENNISON

Service code 28 · EIN 22-3703799

Investment Management

T ROWE PRICE RPS INC4+ years

Filed as: T ROWE PRICE RPS, INC

Service code 15

Recordkeeping

COMPUTER SYSTEMS CENTER INC 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COMPUTER SYSTEMS CENTER INC 401(K) 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