Retirement plan

E.C.C.O. III ENTERPRISES, INC. PROFIT SHARING PLAN

Name: E.C.C.O. III ENTERPRISES, INC. - E.C.C.O. III ENTERPRISES, INC. PROFIT SHARING PLAN (2017) Form 5500
Creator: E.C.C.O. III ENTERPRISES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, E.C.C.O. III ENTERPRISES, INC. PROFIT SHARING PLAN, E.C.C.O. III ENTERPRISES, INC.

E.C.C.O. III ENTERPRISES, INC.EIN 13-2754124Plan #002PY 2017

201 SAW MILL RIVER ROAD - YONKERS, NY 10701914-963-3600

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$17.3M

+25.6% from 2016

Total participants

125

+5.0% from 2016

Average account balance

$149,051

+19.1% from 2016

Annual return

18.58%

+7.70 pp from 2016

Benchmarks

See 14,320 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants25-99

Cohort14,320 peers

Snapshot2017

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Analytics

Total assets (EOY)

Plan-year ending balance

$38.40M

Not enough data

1 years with asset history on file

Average account balance

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

$210K

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.

183

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.

93.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.48M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+14.35%

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

1 years with F_SCH_H allocation on file

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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 codes2E2F2G2J2T3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

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

$100K

$1051 / participant

Other / not subdivided$100K100.0%

% of EOY assets

0.577%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$149,051

$63,346+135.3%

$92,233+61.6%

$70,131+112.5%

Participation rate

90.5%

68.7%+21.9pp

76.5%+14.0pp

69.5%+21.0pp

Annual return

18.58%

530.12%-511.5pp

176.28%-157.7pp

73.14%-54.6pp

Employer contribution / active EE

$3,631

$2,471+46.9%

$3,679-1.3%

$2,342+55.0%

Participant deferral / active EE

$7,551

$2,854+164.6%

$3,897+93.8%

$3,332+126.6%

Admin fee / account holder

$861

$3,840-77.6%

$5,194-83.4%

$4,645-81.5%

E.C.C.O. III ENTERPRISES, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

E.C.C.O. III ENTERPRISES, 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