Retirement plan

PERTEET INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Name: PERTEET, INC. - PERTEET INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST (2018) Form 5500
Creator: PERTEET, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PERTEET INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST, PERTEET, INC.

PERTEET, INC.EIN 91-1505037Plan #003PY 2018

P.O. BOX 1186 - EVERETT, WA 982061186425-252-7700perteet.comLinkedIn51-200 employeescivil engineering

Other plans on this EIN

1 filing

#002Retirement-$7.9M assets

Prospect flagsHigh feesLow participant contribution

How to read this page

Total assets (EOY)

$4.6M

+18.4% from 2017

Total participants

-2.3% from 2017

Average account balance

$53,890

+19.8% from 2017

Annual return

12.71%

-6.83 pp from 2017

Benchmarks

See 25,535 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort25,535 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$9.67M

Not enough data

1 years with asset history on file

Average account balance

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

$76K

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.

127

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.

98.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$614K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+15.64%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3043

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 codes2I2K2O2Q3I

Plan features

2I
Stock bonus
Stock bonus plan.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2O
ESOP other than a leveraged ESOP
Employee stock ownership plan that is not leveraged.
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

2 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
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

$238K

$3223 / participant

Other / not subdivided$238K100.0%

% of EOY assets

5.206%

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

$53,890

$77,817-30.7%

$123,553-56.4%

$64,173-16.0%

Participation rate

98.6%

74.7%+23.9pp

82.3%+16.4pp

69.6%+29.1pp

Annual return

12.71%

12.49%+0.2pp

119.21%-106.5pp

7.63%+5.1pp

Employer contribution / active EE

$6,198

$3,014+105.7%

$4,628+33.9%

$2,381+160.4%

Participant deferral / active EE

$5,240-100.0%

$6,426-100.0%

$3,470-100.0%

Admin fee / account holder

$2,805

$5,519-49.2%

$9,284-69.8%

$4,887-42.6%

PERTEET INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PERTEET INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

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