Retirement plan

PAE CONSULTING ENGINEERS, INC. PROFIT SHARING AND EMPLOYEES SAVINGS PLAN

Name: PAE CONSULTING ENGINEERS, INC. - PAE CONSULTING ENGINEERS, INC. PROFIT SHARING AND EMPLOYEES SAVINGS PLAN (2021) Form 5500
Creator: PAE CONSULTING ENGINEERS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PAE CONSULTING ENGINEERS, INC. PROFIT SHARING AND EMPLOYEES SAVINGS PLAN, PAE CONSULTING ENGINEERS, INC.

PAE CONSULTING ENGINEERS, INC.EIN 93-0561854Plan #002PY 2021

151 SW 1ST AVENUE, SUITE 300 - PORTLAND, OR 97204503-226-2921

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$62.1M

+19.7% from 2020

Total participants

424

+1.7% from 2020

Average account balance

$146,458

+17.7% from 2020

Annual return

18.28%

-2.96 pp from 2020

Benchmarks

See 2,992 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort2,992 peers

Snapshot2021

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$75.97M

Not enough data

1 years with asset history on file

Average account balance

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

$149K

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.

510

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$5.77M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+16.98%

Not enough data

1 years with return on file

Admin fee / account holder

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

$337

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

1 years with F_SCH_H allocation on file

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Service providers

Top 4 by compensation

Provider	Service type	Compensation
BRIGHTON JONES LLC5 years Service code 27 2030 1ST AVENUE, 3RD FLOOR · SEATTLE, WA 98121	Advisory (Plan)	$83,053
GREAT-WEST LIFE & ANNUITY INSURANCE5 years Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILAGE, CO 80111	Recordkeeping Fees	$69,037
GEFFEN MESHER2 years Filed as: GEFFEN MESHER AND CO. P.C. Service code 10 888 SW 5TH AVENUE · PORTLAND, OR 97204	Accounting	$19,755
PENSION ASSURANCE LLP5 years Filed as: PENSION PLANNERS NORTHWEST Service code 49 1600 VALLEY RIVER DRIVE SUITE 340 · EUGENE, OR 97401	Other Services	$15,159

Plan features & details

Pension benefit codes2A2E2F2G2J2K2T3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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.
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.
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.
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

$187K

$560 / participant

Investment mgmt$83K44.4%
Contract admin$69K36.9%
Other / not subdivided$35K18.7%

% of EOY assets

0.301%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: GEFFEN MESHER & COMPANY PC
Auditor EIN: 931042710
Audit fees: (not subdivided)
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$146,458

$104,317+40.4%

$159,436-8.1%

$86,799+68.7%

Participation rate

100.0%

77.7%+22.3pp

82.8%+17.2pp

72.3%+27.7pp

Annual return

18.28%

26.32%-8.0pp

263.57%-245.3pp

97.91%-79.6pp

Employer contribution / active EE

$5,683

$3,451+64.7%

$4,829+17.7%

$2,405+136.3%

Participant deferral / active EE

$8,683

$6,837+27.0%

$7,352+18.1%

$4,131+110.2%

Admin fee / account holder

$441

$172+156.1%

$10,799-95.9%

$170+160.1%

Provider

Service type

Compensation

BRIGHTON JONES LLC5 years

Service code 27

2030 1ST AVENUE, 3RD FLOOR · SEATTLE, WA 98121

Advisory (Plan)

$83,053

GREAT-WEST LIFE & ANNUITY INSURANCE5 years

Service code 64

8515 EAST ORCHARD ROAD · GREENWOOD VILAGE, CO 80111

Recordkeeping Fees

$69,037

GEFFEN MESHER2 years

Filed as: GEFFEN MESHER AND CO. P.C.

Service code 10

888 SW 5TH AVENUE · PORTLAND, OR 97204

Accounting

$19,755

PENSION ASSURANCE LLP5 years

Filed as: PENSION PLANNERS NORTHWEST

Service code 49

1600 VALLEY RIVER DRIVE SUITE 340 · EUGENE, OR 97401

Other Services

$15,159

PAE CONSULTING ENGINEERS, INC. PROFIT SHARING AND EMPLOYEES SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PAE CONSULTING ENGINEERS, INC. PROFIT SHARING AND EMPLOYEES SAVINGS 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