Retirement plan

EMPLOYEE BENEFIT PLAN OF THE AULSON CO., INC.

Name: THE AULSON CO., INC. - EMPLOYEE BENEFIT PLAN OF THE AULSON CO., INC. (2018) Form 5500
Creator: THE AULSON CO., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF THE AULSON CO., INC., THE AULSON CO., INC.

THE AULSON CO., INC.EIN 04-3107307Plan #001PY 2018

49 DANTON DR - METHUEN, MA 018441513978-975-4500aulsonllc.comLinkedIn51-200 employeesenvironmental services

Prospect flagsHigh feesLow employer contribution

How to read this page

Total assets (EOY)

$2.8M

-4.6% from 2017

Total participants

+39.5% from 2017

Average account balance

$74,862

-4.6% from 2017

Annual return

-2.62%

-16.05 pp from 2017

Benchmarks

See 15,016 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants25-99

Cohort15,016 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.82M

Not enough data

1 years with asset history on file

Average account balance

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

$57K

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.

171.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$286K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+9.10%

Not enough data

1 years with return on file

Admin fee / account holder

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

$844

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 codes2F2S2T3D

Plan features

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).
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

2 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
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

$201K

$3793 / participant

Other / not subdivided$201K100.0%

% of EOY assets

7.067%

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

$74,862

$57,352+30.5%

$83,831-10.7%

$64,173+16.7%

Participation rate

71.7%

68.6%+3.1pp

76.1%-4.4pp

69.6%+2.1pp

Annual return

-2.62%

11.38%-14.0pp

850.99%-853.6pp

7.63%-10.3pp

Employer contribution / active EE

$2,546-100.0%

$3,631-100.0%

$2,381-100.0%

Participant deferral / active EE

$2,671

$2,993-10.7%

$4,082-34.6%

$3,470-23.0%

Admin fee / account holder

$5,291

$4,046+30.8%

$5,479-3.4%

$4,887+8.3%

EMPLOYEE BENEFIT PLAN OF THE AULSON CO., INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF THE AULSON CO., INC.

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