Retirement plan

EMPLOYEE BENEFIT PLAN OF THE AULSON CO., INC.

Name: THE AULSON CO., INC. - EMPLOYEE BENEFIT PLAN OF THE AULSON CO., INC. (2019) 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 2019

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

Prospect flagsHigh feesLow participationLow employer contribution

How to read this page

Total assets (EOY)

$2.9M

+2.0% from 2018

Total participants

+5.7% from 2018

Average account balance

$80,618

+7.7% from 2018

Annual return

23.84%

+26.46 pp from 2018

Benchmarks

See 15,813 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants25-99

Cohort15,813 peers

Snapshot2019

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 codes2F2G2S2T3D

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).
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.
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

3 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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

$752K

$19795 / participant

Other / not subdivided$752K100.0%

% of EOY assets

25.918%

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

$80,618

$65,364+23.3%

$92,909-13.2%

$72,975+10.5%

Participation rate

47.4%

68.3%-20.9pp

76.0%-28.6pp

69.5%-22.1pp

Annual return

23.84%

42.11%-18.3pp

109.44%-85.6pp

81.01%-57.2pp

Employer contribution / active EE

$2,594-100.0%

$3,653-100.0%

$2,440-100.0%

Participant deferral / active EE

$3,454

$3,128+10.4%

$4,238-18.5%

$3,608-4.2%

Admin fee / account holder

$20,894

$4,251+391.5%

$5,795+260.6%

$5,124+307.8%

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