Retirement plan

AGW COMPANY 401(K) PLAN

Name: A.G. WILLIAMS PAINTING COMPANY, INC. - AGW COMPANY 401(K) PLAN (2017) Form 5500
Creator: A.G. WILLIAMS PAINTING COMPANY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AGW COMPANY 401(K) PLAN, A.G. WILLIAMS PAINTING COMPANY, INC.

A.G. WILLIAMS PAINTING COMPANY, INC.EIN 13-1891329Plan #001PY 2017

411 FIFTH AVENUE - PELHAM, NY 10803914-738-2860

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$692K

+85.7% from 2016

Total participants

+16.3% from 2016

Average account balance

$23,080

+79.5% from 2016

Annual return

26.66%

+13.02 pp from 2016

Benchmarks

See 14,319 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants25-99

Cohort14,319 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.53M

Not enough data

1 years with asset history on file

Average account balance

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

$36K

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.

102.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$44K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+20.35%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1290

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 codes2G2J3D

Plan features

2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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

$5K

$90 / participant

Other / not subdivided$5K100.0%

% of EOY assets

0.653%

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

$23,080

$63,342-63.6%

$92,236-75.0%

$70,131-67.1%

Participation rate

46.0%

68.7%-22.7pp

76.5%-30.5pp

69.5%-23.5pp

Annual return

26.66%

530.15%-503.5pp

176.29%-149.6pp

73.14%-46.5pp

Employer contribution / active EE

$1,241

$2,471-49.8%

$3,679-66.3%

$2,342-47.0%

Participant deferral / active EE

$3,162

$2,854+10.8%

$3,897-18.9%

$3,332-5.1%

Admin fee / account holder

$151

$3,840-96.1%

$5,194-97.1%

$4,645-96.8%

AGW COMPANY 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AGW COMPANY 401(K) 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