Retirement plan

JEREMIE SNYDER ELECTRICAL CONTRACTING, INC. 401(K) PROFIT SHARING PLAN

Name: JEREMIE SNYDER ELECTRICAL CONTRACTING, INC. - JEREMIE SNYDER ELECTRICAL CONTRACTING, INC. 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: JEREMIE SNYDER ELECTRICAL CONTRACTING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JEREMIE SNYDER ELECTRICAL CONTRACTING, INC. 401(K) PROFIT SHARING PLAN, JEREMIE SNYDER ELECTRICAL CONTRACTING, INC.

JEREMIE SNYDER ELECTRICAL CONTRACTING, INC.EIN 20-0789238Plan #001PY 2017

2 MCDONOUGH DR, P.O. BOX 147 - BEALLSVILLE, PA 15313724-747-9237LinkedIn51-200 employeesconstruction

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$631K

+59.1% from 2016

Total participants

-3.9% from 2016

Average account balance

$26,307

+65.7% from 2016

Annual return

23.13%

+23.13 pp from 2016

Benchmarks

See 14,318 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants25-99

Cohort14,318 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.40M

Not enough data

1 years with asset history on file

Average account balance

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

$52K

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

$326K

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

+29.10%

Not enough data

1 years with return on file

Admin fee / account holder

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

$465

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 codes2E2F2J2T3D3H

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.
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

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

$4K

$93 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.706%

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

$26,307

$63,346-58.5%

$92,239-71.5%

$70,124-62.5%

Participation rate

47.9%

68.7%-20.8pp

76.5%-28.6pp

69.5%-21.6pp

Annual return

23.13%

530.19%-507.1pp

176.29%-153.2pp

73.14%-50.0pp

Employer contribution / active EE

$1,077

$2,471-56.4%

$3,680-70.7%

$2,342-54.0%

Participant deferral / active EE

$1,990

$2,854-30.3%

$3,897-48.9%

$3,332-40.3%

Admin fee / account holder

$186

$3,841-95.2%

$5,194-96.4%

$4,645-96.0%

JEREMIE SNYDER ELECTRICAL CONTRACTING, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JEREMIE SNYDER ELECTRICAL CONTRACTING, INC. 401(K) 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