Retirement plan

AECOM RETIREMENT & SAVINGS PLAN

Name: AECOM - AECOM RETIREMENT & SAVINGS PLAN (2017) Form 5500
Creator: AECOM
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AECOM RETIREMENT & SAVINGS PLAN, AECOM

AECOMEIN 61-1088522Plan #055PY 2017

300 S. GRAND AVE., 2ND FLOOR - LOS ANGELES, CA 90071208-386-5000aecom.comLinkedIn10001+ employeescivil engineering

Other plans on this EIN

2 filings

#004Retirement-$124.7M assets #334Retirement-$24.2M assets

Prospect flagsFailed to transmit contributionsCorrective distributions

Top hat statement on fileNQDC

Filed May 15, 2013 (most recent of 6 filings on file)

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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Total assets (EOY)

$5438.5M

+13.5% from 2016

Total participants

46,661

+5.3% from 2016

Average account balance

$124,756

+5.6% from 2016

Annual return

16.81%

-146.34 pp from 2016

Benchmarks

See 70 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants>=10,000

Cohort70 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.78B

Not enough data

1 years with asset history on file

Average account balance

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

$216K

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.

31,444

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.

94.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$236.22M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+15.31%

Not enough data

1 years with return on file

Admin fee / account holder

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

$47

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
MERRILL LYNCH PIERCE FENNER & SMITH3+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085	Recordkeeping	$1,541,439
AECOM USA INC.2 years Service code 10 · EIN 61-1088522	Accounting	$398,751
MERCER2 years Filed as: MERCER INVESTMENT CONSULTING INC. Service code 16 · EIN 13-2834414	Consulting	$350,869
MCDERMOTT WILL & EMERY LLP3+ years Service code 29 · EIN 36-1453176	Legal	$273,905
ANGELES INVESTMENT ADVISORS, LLC3+ years Service code 27 · EIN 95-4839031	Advisory (Plan)	$226,258
VASQUEZ & COMPANY LLP2 years Service code 10 801 SOUTH GRAND AVENUE, STE 400 · LOS ANGELES, CA 90017	Accounting	$73,500
APPLEONE EMPLOYMENT SERVICES3+ years Service code 14 · EIN 95-2580864	Plan Administrator	$69,639
GRANT THORNTON LLP2 years Filed as: GRANT THORNTON LP Service code 10 · EIN 36-6055558	Accounting	$47,404
FIDELITY INVESTMENTS INSTITUTIONAL2 years Service code 21 P.O. BOX 73307 · CHICAGO, IL 606737307	Bank Trustee	$30,726
WINSTON & STRAWN LLP1 year Service code 29 · EIN 36-1975990	Legal	$15,708

Plan features & details

Pension benefit codes2E2F2G2J2K2O2R2S2T3H

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.
2O
ESOP other than a leveraged ESOP
Employee stock ownership plan that is not leveraged.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
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

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$1.6M

$55 / participant

Investment mgmt$226K14.4%
Other / not subdivided$1M85.6%

% of EOY assets

0.029%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: VASQUEZ & COMPANY LLP
Auditor EIN: 330700332
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$124,756

$80,506+55.0%

$136,298-8.5%

$80,976+54.1%

Participation rate

89.3%

61.9%+27.5pp

81.9%+7.4pp

68.3%+21.1pp

Annual return

16.81%

27.70%-10.9pp

5156.27%-5139.5pp

22.91%-6.1pp

Employer contribution / active EE

$2,209

$1,943+13.7%

$4,696-52.9%

$2,402-8.0%

Participant deferral / active EE

$7,526

$4,601+63.6%

$6,247+20.5%

$3,848+95.6%

Admin fee / account holder

$36

$72-49.7%

$9,244-99.6%

$67-46.4%

Provider

Service type

Compensation

MERRILL LYNCH PIERCE FENNER & SMITH3+ years

Filed as: MERRILL LYNCH, PIERCE, FENNER AND S

Service code 15 · EIN 13-5674085

Recordkeeping

$1,541,439

AECOM USA INC.2 years

Service code 10 · EIN 61-1088522

Accounting

$398,751

MERCER2 years

Filed as: MERCER INVESTMENT CONSULTING INC.

Service code 16 · EIN 13-2834414

Consulting

$350,869

MCDERMOTT WILL & EMERY LLP3+ years

Service code 29 · EIN 36-1453176

Legal

$273,905

ANGELES INVESTMENT ADVISORS, LLC3+ years

Service code 27 · EIN 95-4839031

Advisory (Plan)

$226,258

VASQUEZ & COMPANY LLP2 years

Service code 10

801 SOUTH GRAND AVENUE, STE 400 · LOS ANGELES, CA 90017

Accounting

$73,500

APPLEONE EMPLOYMENT SERVICES3+ years

Service code 14 · EIN 95-2580864

Plan Administrator

$69,639

GRANT THORNTON LLP2 years

Filed as: GRANT THORNTON LP

Service code 10 · EIN 36-6055558

Accounting

$47,404

FIDELITY INVESTMENTS INSTITUTIONAL2 years

Service code 21

P.O. BOX 73307 · CHICAGO, IL 606737307

Bank Trustee

$30,726

WINSTON & STRAWN LLP1 year

Service code 29 · EIN 36-1975990

Legal

$15,708

AECOM RETIREMENT & SAVINGS PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AECOM RETIREMENT & SAVINGS PLAN

Top hat statement on fileNQDC

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