Retirement plan

SAYERS TECHNOLOGY HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Name: SAYERS TECHNOLOGY HOLDINGS, INC. - SAYERS TECHNOLOGY HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN (2019) Form 5500
Creator: SAYERS TECHNOLOGY HOLDINGS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SAYERS TECHNOLOGY HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN, SAYERS TECHNOLOGY HOLDINGS, INC.

SAYERS TECHNOLOGY HOLDINGS, INC.EIN 82-4652212Plan #002PY 2019

825 CORPORATE WOODS PKWY - VERNON HILLS, IL 60061847-391-4802

Other plans on this EIN

1 filing

#001Retirement-$13.4M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$14.4M

No prior year

Total participants

113

No prior year

Average account balance

$127,063

No prior year

Annual return

259.28%

No prior year

Benchmarks

See 5,552 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort5,552 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$24.59M

Not enough data

1 years with asset history on file

Average account balance

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

$184K

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.

134

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.

68.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.32M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+17.31%

Not enough data

1 years with return on file

Admin fee / account holder

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

$15

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

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 codes2E2P2Q3I

Plan features

2E
Profit-sharing
Profit-sharing plan.
2P
Leveraged ESOP
Employee stock ownership plan that acquires employer securities with borrowed money or other debt-financing techniques.
2Q
ESOP maintained by an S corporation
The employer maintaining this ESOP is an S corporation.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: BKD, LLP
Auditor EIN: 440160260
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$127,063

$89,652+41.7%

$141,197-10.0%

$65,186+94.9%

Participation rate

100.0%

74.7%+25.3pp

82.5%+17.5pp

70.2%+29.8pp

Annual return

259.28%

32.79%+226.5pp

71.41%+187.9pp

29.39%+229.9pp

Employer contribution / active EE

$1,182

$3,065-61.4%

$4,736-75.0%

$2,177-45.7%

Participant deferral / active EE

$5,691-100.0%

$6,710-100.0%

$3,514-100.0%

Admin fee / account holder

$569-100.0%

$10,265-100.0%

$847-100.0%

SAYERS TECHNOLOGY HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

SAYERS TECHNOLOGY HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion