Retirement plan

ELM CITY CHEESE COMPANY, INC. PROFIT SHARING PLAN

Name: ELM CITY CHEESE COMPANY, INC. - ELM CITY CHEESE COMPANY, INC. PROFIT SHARING PLAN (2018) Form 5500
Creator: ELM CITY CHEESE COMPANY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ELM CITY CHEESE COMPANY, INC. PROFIT SHARING PLAN, ELM CITY CHEESE COMPANY, INC.

ELM CITY CHEESE COMPANY, INC.EIN 06-0880735Plan #002PY 2018

2240 STATE STREET - HAMDEN, CT 06517203-865-5768elmcitycheese.comLinkedIn1-10 employeesdairy

Other plans on this EIN

1 filing

#004Retirement-$849K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$955K

-23.1% from 2017

Total participants

+5.7% from 2017

Average account balance

$25,820

-27.3% from 2017

Annual return

-0.39%

-10.64 pp from 2017

Benchmarks

See 3,311 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort3,311 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.30M

Not enough data

1 years with asset history on file

Average account balance

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

$52K

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.

244.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$60K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+10.72%

Not enough data

1 years with return on file

Admin fee / account holder

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

$436

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 codes3D2E

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

$375K

$34091 / participant

Other / not subdivided$375K100.0%

% of EOY assets

39.254%

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

$25,820

$91,911-71.9%

$68,612-62.4%

$135,380-80.9%

Participation rate

100.0%

76.7%+23.3pp

72.2%+27.8pp

82.6%+17.4pp

Annual return

-0.39%

-8.22%+7.8pp

-4.63%+4.2pp

519.81%-520.2pp

Employer contribution / active EE

$8,454

$3,924+115.5%

$2,625+222.1%

$4,779+76.9%

Participant deferral / active EE

$4,315-100.0%

$3,311-100.0%

$5,609-100.0%

Admin fee / account holder

$10,135

$9,240+9.7%

$5,131+97.5%

$10,828-6.4%

ELM CITY CHEESE COMPANY, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ELM CITY CHEESE COMPANY, INC. PROFIT SHARING 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