Retirement plan

FALMOUTH GLASS & MIRROR CO. 401(K) SAVING PLAN

Name: FALMOUTH GLASS AND MIRROR CO., INC. - FALMOUTH GLASS & MIRROR CO. 401(K) SAVING PLAN (2016) Form 5500
Creator: FALMOUTH GLASS AND MIRROR CO., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FALMOUTH GLASS & MIRROR CO. 401(K) SAVING PLAN, FALMOUTH GLASS AND MIRROR CO., INC.

FALMOUTH GLASS AND MIRROR CO., INC.EIN 04-2858282Plan #001PY 2016

C/O FANGER 20 WALNUT ST., STE 301 - WELLESLEY HILLS, MA 02481781-431-0600falmouthglass.comLinkedIn1-10 employeesindividual & family services

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.6M

No prior year

Total participants

No prior year

Average account balance

$115,094

No prior year

Annual return

2.06%

No prior year

Benchmarks

See 18,030 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort18,030 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.59M

Not enough data

1 years with asset history on file

Average account balance

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

$452K

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.

158.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$288K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$24K

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

+34.84%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2158

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 codes2E2H2J2R

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$500

$45 / participant

Other / not subdivided$500100.0%

% of EOY assets

0.031%

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

$115,094

$93,346+23.3%

$71,796+60.3%

$273,972-58.0%

Participation rate

100.0%

76.5%+23.5pp

69.1%+30.9pp

83.0%+17.0pp

Annual return

2.06%

130.39%-128.3pp

78.04%-76.0pp

41.46%-39.4pp

Employer contribution / active EE

$2,482

$2,733-9.2%

$1,924+29.0%

$4,869-49.0%

Participant deferral / active EE

$8,178

$3,475+135.3%

$2,794+192.7%

$5,287+54.7%

Admin fee / account holder

$36

$6,571-99.5%

$4,815-99.3%

$10,133-99.6%

FALMOUTH GLASS & MIRROR CO. 401(K) SAVING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FALMOUTH GLASS & MIRROR CO. 401(K) SAVING 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