Retirement plan

ELECTRONIC FILM CAPACITORS, INC 401(K) AND PROFIT SHARING PLAN

Name: ELECTRONIC FILM CAPACITORS, INC. - ELECTRONIC FILM CAPACITORS, INC 401(K) AND PROFIT SHARING PLAN (2018) Form 5500
Creator: ELECTRONIC FILM CAPACITORS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ELECTRONIC FILM CAPACITORS, INC 401(K) AND PROFIT SHARING PLAN, ELECTRONIC FILM CAPACITORS, INC.

ELECTRONIC FILM CAPACITORS, INC.EIN 06-1036681Plan #001PY 2018

41 INTERSTATE LANE - WATERBURY, CT 06705203-755-5629LinkedIn11-50 employeescomputer hardware

Prospect flagsLow employer contributionLow fidelity bond

How to read this page

Total assets (EOY)

$843K

+11.2% from 2017

Total participants

+4.8% from 2017

Average account balance

No prior year

Annual return

7.36%

-0.33 pp from 2017

Benchmarks

See 21,281 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort21,281 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.83M

Not enough data

1 years with asset history on file

Average account balance

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

$80K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$64K

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

+13.90%

Not enough data

1 years with return on file

Admin fee / account holder

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

$183

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 codes2E2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

Opportunity flags

2 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$19K

$878 / participant

Other / not subdivided$19K100.0%

% of EOY assets

2.291%

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

$92,219-100.0%

$76,768-100.0%

$135,379-100.0%

Participation rate

0.0%

79.8%-79.8pp

77.0%-77.0pp

82.6%-82.6pp

Annual return

7.36%

5.46%+1.9pp

2.43%+4.9pp

519.79%-512.4pp

Employer contribution / active EE

$429

$3,216-86.7%

$2,485-82.7%

$4,779-91.0%

Participant deferral / active EE

$1,721

$4,508-61.8%

$3,852-55.3%

$5,609-69.3%

Admin fee / account holder

$10,749-100.0%

$6,675-100.0%

$10,828-100.0%

ELECTRONIC FILM CAPACITORS, INC 401(K) AND PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ELECTRONIC FILM CAPACITORS, INC 401(K) AND 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