Retirement plan

COMPUTER SERVICES, INC. AND SUBSIDIARIES PROFIT SHARING PLAN AND TRUST

Name: COMPUTER SERVICES, INC. - COMPUTER SERVICES, INC. AND SUBSIDIARIES PROFIT SHARING PLAN AND TRUST (2016) Form 5500
Creator: COMPUTER SERVICES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COMPUTER SERVICES, INC. AND SUBSIDIARIES PROFIT SHARING PLAN AND TRUST, COMPUTER SERVICES, INC.

COMPUTER SERVICES, INC.EIN 61-0649699Plan #001PY 2016

3901 TECHNOLOGY DR - PADUCAH, KY 42001270-442-7361attustech.comLinkedIn1-10 employeesnon-profit organization management

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$151.5M

No prior year

Total participants

1,240

No prior year

Average account balance

$137,130

No prior year

Annual return

-4.64%

No prior year

Benchmarks

See 183 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants1,000-4,999

Cohort183 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$246.55M

Not enough data

1 years with asset history on file

Average account balance

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

$148K

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.

1,666

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.

97.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$10.43M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+9.60%

Not enough data

1 years with return on file

Admin fee / account holder

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

$297

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

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

Service providers

Top 4 by compensation

Provider	Service type	Compensation
BAIRD INSURANCE SERVICES INC1+ years Filed as: HILLIARD LYONS Service code 26 10200 FOREST GREEN BLVD, SUITE 500 · LOUISVILLE, KY 40223	Advisory (Participants)	$419,279
CPI QUALIFIED PLAN CONSULTANTS, INC1+ years Service code 12 · EIN 48-1205033 1809 24TH STREET · GREAT BEND, KS 67530	Recordkeeping and information managem...	$86,100
BKD, LLP1+ years Filed as: BKD,LLP Service code 10 PO BOX 628 · EVANSVILLE, IN 477040628	Accounting	$10,300
BARNES & THORNBURG LLP1+ years Filed as: BARNES & THORNBURG, LLP Service code 29 700 1ST SOURCE BANK CENTER · SOUTH BEND, IN 46601	Legal	$7,444

Plan features & details

Pension benefit codes2E2F2H2J2K3H

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).
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.
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.
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

2 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.

Expense breakdown

Schedule H Part II

Admin total

$499K

$455 / participant

Investment mgmt$394K79.0%
Contract admin$86K17.3%
Other / not subdivided$19K3.7%

% of EOY assets

0.329%

all-in expense ratio

Categories reported

2 / 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: BKD LLP
Auditor EIN: 440160260
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$137,130

$70,106+95.6%

$80,977+69.3%

$63,975+114.4%

Participation rate

87.7%

79.4%+8.3pp

75.8%+11.9pp

71.1%+16.6pp

Annual return

-4.64%

13.93%-18.6pp

17.11%-21.7pp

48.65%-53.3pp

Employer contribution / active EE

$5,392

$2,042+164.1%

$3,715+45.2%

$2,182+147.1%

Participant deferral / active EE

$2,457

$5,245-53.1%

$5,696-56.9%

$3,356-26.8%

Admin fee / account holder

$452

$57+692.5%

$5,517-91.8%

$70+541.5%

Provider

Service type

Compensation

BAIRD INSURANCE SERVICES INC1+ years

Filed as: HILLIARD LYONS

Service code 26

10200 FOREST GREEN BLVD, SUITE 500 · LOUISVILLE, KY 40223

Advisory (Participants)

$419,279

CPI QUALIFIED PLAN CONSULTANTS, INC1+ years

Service code 12 · EIN 48-1205033

1809 24TH STREET · GREAT BEND, KS 67530

Recordkeeping and information managem...

$86,100

BKD, LLP1+ years

Filed as: BKD,LLP

Service code 10

PO BOX 628 · EVANSVILLE, IN 477040628

Accounting

$10,300

BARNES & THORNBURG LLP1+ years

Filed as: BARNES & THORNBURG, LLP

Service code 29

700 1ST SOURCE BANK CENTER · SOUTH BEND, IN 46601

Legal

$7,444

COMPUTER SERVICES, INC. AND SUBSIDIARIES PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COMPUTER SERVICES, INC. AND SUBSIDIARIES PROFIT SHARING PLAN AND TRUST

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