Filed December 2, 2011 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
Industry54 - Professional, Scientific, and Technical Services
Plan typeDefined contribution
Participants>=10,000
Cohort70 peers
Snapshot2017
58
Participant deferral / active EE
$5,699
median $4,406
65
Employer contribution / active EE
$2,304
median $1,495
45
Participation rate
58.5%
median 74.0%
97
Avg account balance
$222,421
median $64,265
32
Admin fee / account holder
$85
median $62
78
Annual return
23.81%
median 19.20%
Overall peer rank
63of 100
63rd percentileavg across 6 metrics
Analytics
2015 - 2024
Total assets (EOY)
Plan-year ending balance
$11.79B
Average account balance
Total assets / participants with a balance (line 6g)
$222K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
53,187
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
97.1%
Contributions (total)
Employer and participant dollars contributed each year
$540.64M
Contributions per participant
Average employer and participant contribution per enrolled participant
$18K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+15.62%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$50
Asset composition
Cash / stocks / bonds / mutual funds / real estate / loans over time
Mutual / pooled
Stocks
Bonds
Cash
Real estate
Loans
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 codes2E2F2H2J2K2T3F3H3I
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.
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.
3F
Leased employees
Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).
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 participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
Expense breakdown
Schedule H Part II
Admin total
$2.7M
$121 / participant
Other / not subdivided$3M100.0%
% of EOY assets
0.038%
all-in expense ratio
Categories reported
0 / 9
subdivided buckets used
Audit opinion
Schedule H Part III
Unqualified opinion
Auditor signed off without reservation - the cleanest possible opinion.