Retirement plan

ACT ELECTRICAL & DATA SUPPLIES, INC. 401(K) PROFIT SHARING PLAN

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

ACT ELECTRICAL & DATA SUPPLIES, INC.EIN 11-3525917Plan #001PY 2016

43-73 9TH STREET - LONG ISLAND CITY, NY 11101718-937-3902LinkedIn1-10 employeescomputer software

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$122K

+55.8% from 2015

Total participants

0.0% from 2015

Average account balance

$60,775

+55.8% from 2015

Annual return

5.28%

+6.23 pp from 2015

Benchmarks

See 22,113 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,113 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.03M

Not enough data

1 years with asset history on file

Average account balance

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

$258K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$102K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$34K

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

+8.56%

Not enough data

1 years with return on file

Admin fee / account holder

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

$916

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 codes2E2J3D

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.
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

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

Expense breakdown

Schedule H Part II

Admin total

$504

$126 / participant

Other / not subdivided$504100.0%

% of EOY assets

0.415%

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

$60,775

$131,835-53.9%

$108,582-44.0%

$273,972-77.8%

Participation rate

50.0%

83.5%-33.5pp

79.6%-29.6pp

83.0%-33.0pp

Annual return

5.28%

-91.57%+96.9pp

-51.70%+57.0pp

41.46%-36.2pp

Employer contribution / active EE

$3,858

$4,913-21.5%

$3,758+2.6%

$4,869-20.8%

Participant deferral / active EE

$6,000

$5,127+17.0%

$4,311+39.2%

$5,287+13.5%

Admin fee / account holder

$252

$10,253-97.5%

$7,645-96.7%

$10,133-97.5%

ACT ELECTRICAL & DATA SUPPLIES, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ACT ELECTRICAL & DATA SUPPLIES, INC. 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