Retirement plan

ZECCA MIRROR GLASS ARCHITECT 401 K PROFIT SHARING PLAN TRUST

Name: ZECCA MIRROR GLASS & ARCHITECT - ZECCA MIRROR GLASS ARCHITECT 401 K PROFIT SHARING PLAN TRUST (2016) Form 5500
Creator: ZECCA MIRROR GLASS & ARCHITECT
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ZECCA MIRROR GLASS ARCHITECT 401 K PROFIT SHARING PLAN TRUST, ZECCA MIRROR GLASS & ARCHITECT

ZECCA MIRROR GLASS & ARCHITECTEIN 13-4151405Plan #002PY 2016

1829 BOONE AV - BRONX, NY 10460718-589-3222zeccaglass.comLinkedIn1-10 employeesconstruction

Prospect flagsHigh feesLow assets / participant

How to read this page

Total assets (EOY)

$176K

+9.6% from 2015

Total participants

0.0% from 2015

Average account balance

$17,621

-1.3% from 2015

Annual return

6.89%

+7.79 pp from 2015

Benchmarks

See 21,241 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort21,241 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$551K

Not enough data

1 years with asset history on file

Average account balance

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

$32K

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.

340.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$26K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+10.23%

Not enough data

1 years with return on file

Admin fee / account holder

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

$86

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 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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$20K

$2511 / participant

Other / not subdivided$20K100.0%

% of EOY assets

11.402%

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

$17,621

$88,707-80.1%

$74,184-76.2%

$273,972-93.6%

Participation rate

100.0%

79.4%+20.6pp

76.6%+23.4pp

83.0%+17.0pp

Annual return

6.89%

11.94%-5.0pp

17.74%-10.8pp

41.46%-34.6pp

Employer contribution / active EE

$1,262

$3,159-60.1%

$2,370-46.8%

$4,869-74.1%

Participant deferral / active EE

$1,687

$4,212-59.9%

$3,550-52.5%

$5,287-68.1%

Admin fee / account holder

$2,009

$8,717-77.0%

$5,586-64.0%

$10,133-80.2%

ZECCA MIRROR GLASS ARCHITECT 401 K PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ZECCA MIRROR GLASS ARCHITECT 401 K PROFIT SHARING PLAN TRUST

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