Retirement plan

EARTH AND SPACE RESEARCH DEFINED CONTRIBUTION RETIREMENT PLAN

Name: EARTH AND SPACE RESEARCH - EARTH AND SPACE RESEARCH DEFINED CONTRIBUTION RETIREMENT PLAN (2018) Form 5500
Creator: EARTH AND SPACE RESEARCH
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EARTH AND SPACE RESEARCH DEFINED CONTRIBUTION RETIREMENT PLAN, EARTH AND SPACE RESEARCH

EARTH AND SPACE RESEARCHEIN 91-1663391Plan #001PY 2018

2101 FOURTH AVENUE, SUITE 1310 - SEATTLE, WA 981212350206-726-0501esr.orgLinkedIn1-10 employeesresearch

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3.4M

-14.9% from 2017

Total participants

-5.3% from 2017

Average account balance

$191,575

-10.1% from 2017

Annual return

-2.39%

-16.75 pp from 2017

Benchmarks

See 116,756 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort116,756 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.61M

Not enough data

1 years with asset history on file

Average account balance

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

$374K

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.

214.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$132K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

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

+12.07%

Not enough data

1 years with return on file

Admin fee / account holder

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

$12538

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 codes2F2G2L2T

Plan features

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).
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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
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.

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

$727K

$51911 / participant

Other / not subdivided$727K100.0%

% of EOY assets

21.075%

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

$191,575

$138,076+38.7%

$123,553+55.1%

$135,380+41.5%

Participation rate

100.0%

84.7%+15.3pp

82.3%+17.7pp

82.6%+17.4pp

Annual return

-2.39%

153.70%-156.1pp

119.21%-121.6pp

519.81%-522.2pp

Employer contribution / active EE

$9,708

$5,152+88.4%

$4,628+109.8%

$4,779+103.1%

Participant deferral / active EE

$6,139

$6,800-9.7%

$6,426-4.5%

$5,609+9.4%

Admin fee / account holder

$40,375

$10,917+269.8%

$9,284+334.9%

$10,828+272.9%

EARTH AND SPACE RESEARCH DEFINED CONTRIBUTION RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EARTH AND SPACE RESEARCH DEFINED CONTRIBUTION RETIREMENT 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