Retirement plan

C & M ELECTRIC 401(K) PROFIT SHARING PLAN

Name: C & M ELECTRIC - C & M ELECTRIC 401(K) PROFIT SHARING PLAN (2015) Form 5500
Creator: C & M ELECTRIC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, C & M ELECTRIC 401(K) PROFIT SHARING PLAN, C & M ELECTRIC

C & M ELECTRICEIN 06-1346687Plan #001PY 2015

424 LIMEROCK ROAD - LAKEVILLE, CT 060392404860-435-0684

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.5M

No prior year

Total participants

No prior year

Average account balance

$181,475

No prior year

Annual return

0.07%

No prior year

Benchmarks

See 30,162 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort30,162 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.29M

Not enough data

1 years with asset history on file

Average account balance

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

$469K

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

$144K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$21K

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

+7.05%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2J3B3D

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$863

$123 / participant

Other / not subdivided$863100.0%

% of EOY assets

0.059%

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

$181,475

$87,546+107.3%

$75,784+139.5%

$125,389+44.7%

Participation rate

100.0%

80.2%+19.8pp

75.8%+24.2pp

83.2%+16.8pp

Annual return

0.07%

13.49%-13.4pp

9.68%-9.6pp

282.24%-282.2pp

Employer contribution / active EE

$8,972

$3,930+128.3%

$3,323+170.0%

$4,866+84.4%

Participant deferral / active EE

$6,000

$4,230+41.9%

$3,652+64.3%

$5,352+12.1%

Admin fee / account holder

$108

$6,503-98.3%

$5,300-98.0%

$9,541-98.9%

C & M ELECTRIC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

C & M ELECTRIC 401(K) 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