Retirement plan

APPLIED ENGINEERING MANAGEMENT CORPORATION 401(K) PROFIT SHARING PLAN

Name: APPLIED ENGINEERING MANAGEMENT CORPORATION - APPLIED ENGINEERING MANAGEMENT CORPORATION 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: APPLIED ENGINEERING MANAGEMENT CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, APPLIED ENGINEERING MANAGEMENT CORPORATION 401(K) PROFIT SHARING PLAN, APPLIED ENGINEERING MANAGEMENT CORPORATION

APPLIED ENGINEERING MANAGEMENT CORPORATIONEIN 77-0113181Plan #001PY 2017

P.O. BOX 1263 - CAMARILLO, CA 930111263805-484-1909

Prospect flagsFailed to transmit contributions

How to read this page

Total assets (EOY)

$53.7M

+23.8% from 2016

Total participants

325

+2.8% from 2016

Average account balance

$167,969

+17.6% from 2016

Annual return

17.15%

+6.42 pp from 2016

Benchmarks

See 5,160 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort5,160 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$117.59M

Not enough data

1 years with asset history on file

Average account balance

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

$289K

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.

407

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.

99.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$5.39M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+17.45%

Not enough data

1 years with return on file

Admin fee / account holder

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

$41

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 1 by compensation

Provider	Service type	Compensation
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930	Recordkeeping	$3,531

Plan features & details

Pension benefit codes2E2F2G2J2T3D

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.
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

1 tripped

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$3K

$11 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.005%

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: FABER HASS HURLEY LLP
Auditor EIN: 204207759
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$167,969

$80,753+108.0%

$136,298+23.2%

$62,293+169.6%

Participation rate

98.0%

73.5%+24.4pp

81.9%+16.0pp

69.5%+28.5pp

Annual return

17.15%

35.83%-18.7pp

5156.27%-5139.1pp

28.90%-11.7pp

Employer contribution / active EE

$8,455

$2,884+193.2%

$4,696+80.1%

$2,042+314.0%

Participant deferral / active EE

$8,751

$5,164+69.5%

$6,247+40.1%

$3,169+176.1%

Admin fee / account holder

$525-98.4%

$9,244-99.9%

$479-98.3%

Provider

Service type

Compensation

THE VANGUARD GROUP, INC.3+ years

Service code 15 · EIN 23-1945930

Recordkeeping

$3,531

APPLIED ENGINEERING MANAGEMENT CORPORATION 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

APPLIED ENGINEERING MANAGEMENT CORPORATION 401(K) PROFIT SHARING 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