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 (2017) 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 2017

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

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$11.2M

+15.6% from 2016

Total participants

+9.3% from 2016

Average account balance

$255,261

+5.1% from 2016

Annual return

15.46%

+7.18 pp from 2016

Benchmarks

See 25,067 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort25,067 peers

Snapshot2017

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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$738K

$18448 / participant

Other / not subdivided$738K100.0%

% of EOY assets

6.570%

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

$255,261

$85,766+197.6%

$136,298+87.3%

$70,126+264.0%

Participation rate

92.5%

74.2%+18.3pp

81.9%+10.6pp

69.5%+23.0pp

Annual return

15.46%

31.46%-16.0pp

5156.27%-5140.8pp

73.15%-57.7pp

Employer contribution / active EE

$11,463

$2,966+286.5%

$4,696+144.1%

$2,343+389.3%

Participant deferral / active EE

$5,866

$5,051+16.1%

$6,247-6.1%

$3,332+76.1%

Admin fee / account holder

$16,771

$5,421+209.4%

$9,244+81.4%

$4,645+261.0%

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