Retirement plan

ARCHITECTURAL NEXUS, INC. 401(K) PROFIT SHARING PLAN

Name: ARCHITECTURAL NEXUS, INC. - ARCHITECTURAL NEXUS, INC. 401(K) PROFIT SHARING PLAN (2016) Form 5500
Creator: ARCHITECTURAL NEXUS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ARCHITECTURAL NEXUS, INC. 401(K) PROFIT SHARING PLAN, ARCHITECTURAL NEXUS, INC.

ARCHITECTURAL NEXUS, INC.EIN 87-0537015Plan #001PY 2016

2505 E PARLEYS WAY - SALT LAKE CITY, UT 84109801-924-5000archnexus.comLinkedIn51-200 employeesarchitecture & planning

Other plans on this EIN

1 filing

#002Retirement-$9.8M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$11.1M

+8.5% from 2015

Total participants

143

+2.9% from 2015

Average account balance

$77,941

+4.7% from 2015

Annual return

8.31%

+6.68 pp from 2015

Benchmarks

See 5,032 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort5,032 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$20.24M

Not enough data

1 years with asset history on file

Average account balance

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

$135K

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.

150

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.48M

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

+14.25%

Not enough data

1 years with return on file

Admin fee / account holder

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

$570

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 3 by compensation

Provider	Service type	Compensation
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290	Contract Administrator	$21,978
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 27 · EIN 48-1305000	Advisory (Plan)	$15,951
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 49 · EIN 54-0910269	Other Services	$6,812

Plan features & details

Pension benefit codes2E2G2J2S2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$22K

$193 / participant

Contract admin$22K100.0%

% of EOY assets

0.199%

all-in expense ratio

Categories reported

1 / 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: JONES SIMKINS
Auditor EIN: 461592906
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$77,941

$75,183+3.7%

$123,894-37.1%

$55,167+41.3%

Participation rate

99.1%

72.8%+26.3pp

81.4%+17.7pp

69.0%+30.1pp

Annual return

8.31%

19.01%-10.7pp

47.52%-39.2pp

169.23%-160.9pp

Employer contribution / active EE

$2,077

$2,823-26.4%

$4,617-55.0%

$1,963+5.8%

Participant deferral / active EE

$5,167

$5,084+1.6%

$5,984-13.7%

$3,054+69.2%

Admin fee / account holder

$155

$663-76.6%

$8,357-98.1%

$504-69.3%

Provider

Service type

Compensation

PRINCIPAL LIFE INSURANCE COMPANY2+ years

Service code 13 · EIN 42-0127290

Contract Administrator

$21,978

WELLS FARGO BANK, N.A.2+ years

Filed as: WELLS FARGO ADVISORS FINANCIAL NETW

Service code 27 · EIN 48-1305000

Advisory (Plan)

$15,951

WELLS FARGO BANK, N.A.2+ years

Filed as: WELLS FARGO ADVISORS INS AGENCY LLC

Service code 49 · EIN 54-0910269

Other Services

$6,812

ARCHITECTURAL NEXUS, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ARCHITECTURAL NEXUS, INC. 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