Retirement plan

THE ARCHITECTS PARTNERSHIP, LTD. EMPLOYEES PROFIT SHARING PLAN & TRUST

Name: THE ARCHITECTS PARTNERSHIP, LTD. - THE ARCHITECTS PARTNERSHIP, LTD. EMPLOYEES PROFIT SHARING PLAN & TRUST (2020) Form 5500
Creator: THE ARCHITECTS PARTNERSHIP, LTD.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE ARCHITECTS PARTNERSHIP, LTD. EMPLOYEES PROFIT SHARING PLAN & TRUST, THE ARCHITECTS PARTNERSHIP, LTD.

THE ARCHITECTS PARTNERSHIP, LTD.EIN 91-2035533Plan #001PY 2020

200 S. MICHIGAN AVENUE, SUITE 1020 - CHICAGO, IL 60604312-583-9800

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$1.2M

+13.8% from 2019

Total participants

0.0% from 2019

Average account balance

$132,362

-11.5% from 2019

Annual return

-3.00%

+1.39 pp from 2019

Benchmarks

See 120,756 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort120,756 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.81M

Not enough data

1 years with asset history on file

Average account balance

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

$95K

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.

126.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$240K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+11.76%

Not enough data

1 years with return on file

Admin fee / account holder

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

$298

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 codes2E2F2G2J3D

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).
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.
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

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

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

$132,362

$165,381-20.0%

$149,730-11.6%

$158,966-16.7%

Participation rate

100.0%

84.6%+15.4pp

82.5%+17.5pp

82.0%+18.0pp

Annual return

-3.00%

348.29%-351.3pp

276.70%-279.7pp

302.95%-305.9pp

Employer contribution / active EE

$7,772

$5,104+52.3%

$4,645+67.3%

$4,762+63.2%

Participant deferral / active EE

$11,813

$7,182+64.5%

$6,843+72.6%

$5,983+97.4%

Admin fee / account holder

$10,809-100.0%

$9,310-100.0%

$11,250-100.0%

THE ARCHITECTS PARTNERSHIP, LTD. EMPLOYEES PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

THE ARCHITECTS PARTNERSHIP, LTD. EMPLOYEES PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion