Retirement plan

TOTAL CLEAN, INC. 401(K)/PROFIT SHARING PLAN

Name: TOTAL CLEAN, INC. - TOTAL CLEAN, INC. 401(K)/PROFIT SHARING PLAN (2016) Form 5500
Creator: TOTAL CLEAN, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TOTAL CLEAN, INC. 401(K)/PROFIT SHARING PLAN, TOTAL CLEAN, INC.

TOTAL CLEAN, INC.EIN 04-3297851Plan #001PY 2016

P.O. BOX 905 - STERLING, MA 01564978-343-7300LinkedIn11-50 employeesfacilities services

Prospect flagsLow returnsLow participation

How to read this page

Total assets (EOY)

$519K

+19.1% from 2015

Total participants

-25.0% from 2015

Average account balance

$103,775

+19.1% from 2015

Annual return

1.93%

-6.06 pp from 2015

Benchmarks

See 30,914 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort30,914 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.25M

Not enough data

1 years with asset history on file

Average account balance

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

$113K

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.

122.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$79K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+33.87%

Not enough data

1 years with return on file

Admin fee / account holder

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

$73337

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 codes2J3D

Plan features

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.
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 participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

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

$103,775

$90,486+14.7%

$78,676+31.9%

$273,972-62.1%

Participation rate

20.0%

76.5%-56.5pp

73.6%-53.6pp

83.0%-63.0pp

Annual return

1.93%

75.62%-73.7pp

62.19%-60.3pp

41.46%-39.5pp

Employer contribution / active EE

$3,307

$3,175+4.2%

$2,850+16.0%

$4,869-32.1%

Participant deferral / active EE

$11,630

$3,901+198.1%

$3,517+230.7%

$5,287+120.0%

Admin fee / account holder

$5,263-100.0%

$4,510-100.0%

$10,133-100.0%

TOTAL CLEAN, INC. 401(K)/PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

TOTAL CLEAN, INC. 401(K)/PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion