Retirement plan

PRO2SERVE EMPLOYEE STOCK OWNERSHIP PLAN

Name: PROFESSIONAL PROJECT SERVICES, INC - PRO2SERVE EMPLOYEE STOCK OWNERSHIP PLAN (2015) Form 5500
Creator: PROFESSIONAL PROJECT SERVICES, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PRO2SERVE EMPLOYEE STOCK OWNERSHIP PLAN, PROFESSIONAL PROJECT SERVICES, INC

PROFESSIONAL PROJECT SERVICES, INCEIN 62-1661329Plan #002PY 2015

1100 BETHEL VALLEY ROAD - OAK RIDGE, TN 37830865-220-4300professionalconceptservices.orgLinkedIn1-10 employeesprofessional training & coaching

Other plans on this EIN

1 filing

#001Retirement-$27.3M assets

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$10.3M

No prior year

Total participants

304

No prior year

Average account balance

$47,732

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 2,331 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort2,331 peers

Snapshot2015

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

Analytics

Less than 3 years of history available for this plan

We'll show a chart here once at least 3 consecutive filings are on record.

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 codes2E2I2K2P3H3I

Plan features

2E
Profit-sharing
Profit-sharing plan.
2I
Stock bonus
Stock bonus plan.
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.
2P
Leveraged ESOP
Employee stock ownership plan that acquires employer securities with borrowed money or other debt-financing techniques.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).
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

1 tripped

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

Expense breakdown

Schedule H Part II

Plan-level admin expenses are zero - fees are likely paid at the master-trust level rather than the individual plan.

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: ELLIOTTDAVISDECOSIMOLLC
Auditor EIN: 570381582
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$47,732

$88,324-46.0%

$115,038-58.5%

$55,191-13.5%

Participation rate

70.2%

72.5%-2.3pp

81.4%-11.1pp

69.2%+1.1pp

Annual return

0.00%

6.30%-6.3pp

26.14%-26.1pp

10.78%-10.8pp

Employer contribution / active EE

$1,212

$2,805-56.8%

$4,608-73.7%

$1,899-36.2%

Participant deferral / active EE

$5,042-100.0%

$6,026-100.0%

$3,046-100.0%

Admin fee / account holder

$105-100.0%

$8,175-100.0%

$91-100.0%

PRO2SERVE EMPLOYEE STOCK OWNERSHIP PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PRO2SERVE EMPLOYEE STOCK OWNERSHIP 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