Retirement plan

ALSC ARCHITECTS P.S. 401(K) PROFIT SHARING PLAN

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

ALSC ARCHITECTS P.S.EIN 91-0890436Plan #001PY 2016

203 N WASHINGTON STREET, SUITE 400 - SPOKANE, WA 992010234509-838-8568alscarchitects.comLinkedIn11-50 employeesarchitecture & planning

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$9.7M

No prior year

Total participants

No prior year

Average account balance

$242,910

No prior year

Annual return

8.28%

No prior year

Benchmarks

See 24,581 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort24,581 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$10.10M

Not enough data

1 years with asset history on file

Average account balance

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

$187K

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.

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.

125.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$886K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$21K

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

+15.78%

Not enough data

1 years with return on file

Admin fee / account holder

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

$49109

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

0 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 codes2E2F2H2J3D

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).
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$126K

$3606 / participant

Other / not subdivided$126K100.0%

% of EOY assets

1.299%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$242,910

$76,551+217.3%

$123,894+96.1%

$62,881+286.3%

Participation rate

91.4%

73.0%+18.4pp

81.4%+10.0pp

69.3%+22.1pp

Annual return

8.28%

18.68%-10.4pp

47.52%-39.2pp

20.14%-11.9pp

Employer contribution / active EE

$13,643

$2,882+373.3%

$4,617+195.5%

$2,281+498.1%

Participant deferral / active EE

$5,656

$4,840+16.9%

$5,984-5.5%

$3,203+76.6%

Admin fee / account holder

$3,156

$4,826-34.6%

$8,357-62.2%

$4,296-26.5%

ALSC ARCHITECTS P.S. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ALSC ARCHITECTS P.S. 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