Retirement plan

FULHAM & CO. INC. 401(K) RETIREMENT PLAN

Name: FULHAM & CO., INC. - FULHAM & CO. INC. 401(K) RETIREMENT PLAN (2018) Form 5500
Creator: FULHAM & CO., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FULHAM & CO. INC. 401(K) RETIREMENT PLAN, FULHAM & CO., INC.

FULHAM & CO., INC.EIN 04-2505201Plan #001PY 2018

593 WASHINGTON STREET - WELLESLEY, MA 02482781-235-2266LinkedIn1001-5000 employeeselectrical/electronic manufacturing

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.8M

-19.1% from 2017

Total participants

-11.1% from 2017

Average account balance

$227,054

-9.0% from 2017

Annual return

-3.88%

-14.01 pp from 2017

Benchmarks

See 935 peers

Peer group

Industry55 - Management of Companies and Enterprises

Plan typeDefined contribution

Participants<25

Cohort935 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.15M

Not enough data

1 years with asset history on file

Average account balance

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

$449K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$164K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$23K

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

+22.51%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4210

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 codes2E2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

$465K

$92910 / participant

Other / not subdivided$465K100.0%

% of EOY assets

25.575%

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

$227,054

$149,333+52.0%

$106,387+113.4%

$135,382+67.7%

Participation rate

100.0%

81.5%+18.5pp

77.5%+22.5pp

82.6%+17.4pp

Annual return

-3.88%

0.52%-4.4pp

0.25%-4.1pp

519.77%-523.7pp

Employer contribution / active EE

$7,799

$4,984+56.5%

$3,520+121.6%

$4,779+63.2%

Participant deferral / active EE

$16,800

$7,230+132.4%

$5,421+209.9%

$5,609+199.5%

Admin fee / account holder

$58,069

$15,952+264.0%

$7,510+673.3%

$10,829+436.3%

FULHAM & CO. INC. 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FULHAM & CO. INC. 401(K) 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