Retirement plan

SERVPRO 401(K) RETIREMENT PLAN

Name: AHLBERG ENTERPRISES, INC. SERVPRO 401K RETIREMENT PLAN - SERVPRO 401(K) RETIREMENT PLAN (2016) Form 5500
Creator: AHLBERG ENTERPRISES, INC. SERVPRO 401K RETIREMENT PLAN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SERVPRO 401(K) RETIREMENT PLAN, AHLBERG ENTERPRISES, INC. SERVPRO 401K RETIREMENT PLAN

AHLBERG ENTERPRISES, INC. SERVPRO 401K RETIREMENT PLANEIN 20-0274615Plan #001PY 2016

P.O. BOX 1786 - HILLSBORO, OR 97123503-648-8513

Prospect flagsHigh retiree %

How to read this page

Total assets (EOY)

$175K

+66.2% from 2015

Total participants

+350.0% from 2015

Average account balance

$19,494

+29.3% from 2015

Annual return

7.85%

+11.70 pp from 2015

Benchmarks

See 30,917 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort30,917 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$33K

Not enough data

1 years with asset history on file

Average account balance

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

$3K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+10.46%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1825

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 codes2E2F2J

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).
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.

Opportunity flags

1 tripped

InformationalHigh retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.

Expense breakdown

Schedule H Part II

Admin total

$1K

$244 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.694%

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

$19,494

$90,509-78.5%

$78,693-75.2%

$273,968-92.9%

Participation rate

100.0%

76.5%+23.5pp

73.6%+26.4pp

83.0%+17.0pp

Annual return

7.85%

75.61%-67.8pp

62.18%-54.3pp

41.45%-33.6pp

Employer contribution / active EE

$1,348

$3,175-57.5%

$2,850-52.7%

$4,869-72.3%

Participant deferral / active EE

$10,985

$3,901+181.6%

$3,517+212.4%

$5,287+107.8%

Admin fee / account holder

$135

$5,264-97.4%

$4,511-97.0%

$10,132-98.7%

SERVPRO 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SERVPRO 401(K) RETIREMENT 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