Retirement plan

E. GLUCK CORPORATION 401(K) PLAN

Name: E. GLUCK CORPORATION - E. GLUCK CORPORATION 401(K) PLAN (2015) Form 5500
Creator: E. GLUCK CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, E. GLUCK CORPORATION 401(K) PLAN, E. GLUCK CORPORATION

E. GLUCK CORPORATIONEIN 13-2907195Plan #007PY 2015

6015 LITTLE NECK PARKWAY - LITTLE NECK, NY 11362718-784-0700egluck.comLinkedIn201-500 employeesluxury goods & jewelry

Other plans on this EIN

1 filing

#005Retirement-$7.5M assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$9.3M

No prior year

Total participants

361

No prior year

Average account balance

$29,202

No prior year

Annual return

-3.09%

No prior year

Benchmarks

See 2,226 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort2,226 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$17.60M

Not enough data

1 years with asset history on file

Average account balance

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

$98K

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.

180

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.

68.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$633K

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

+16.23%

Not enough data

1 years with return on file

Admin fee / account holder

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

$14

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

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

Service providers

Top 1 by compensation

Provider	Service type	Compensation
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS Service code 27 375 PARK AVE, 10TH FLOOR · NEW YORK, NY 10152	Advisory (Plan)	$30,416

Plan features & details

Pension benefit codes2E2F2G2J2T3D

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.

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$35K

$111 / participant

Investment mgmt$30K87.5%
Other / not subdivided$4K12.5%

% of EOY assets

0.374%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: SAMUEL S. ADELBERG & CO.
Auditor EIN: 112479096
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$29,202

$72,770-59.9%

$67,652-56.8%

$55,191-47.1%

Participation rate

86.2%

78.8%+7.4pp

75.7%+10.6pp

69.2%+17.1pp

Annual return

-3.09%

-3.26%+0.2pp

6625.40%-6628.5pp

10.78%-13.9pp

Employer contribution / active EE

$1,769-100.0%

$2,266-100.0%

$1,899-100.0%

Participant deferral / active EE

$3,052

$3,408-10.5%

$3,560-14.3%

$3,046+0.2%

Admin fee / account holder

$109

$79+38.7%

$4,821-97.7%

$91+20.4%

Provider

Service type

Compensation

WELLS FARGO BANK, N.A.1+ years

Filed as: WELLS FARGO ADVISORS

Service code 27

375 PARK AVE, 10TH FLOOR · NEW YORK, NY 10152

Advisory (Plan)

$30,416

E. GLUCK CORPORATION 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

E. GLUCK CORPORATION 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