Retirement plan

EMERGENCY SERVICES FUEL CORP. 401K PLAN

Name: EMERGENCY SERVICES FUEL CORP. - EMERGENCY SERVICES FUEL CORP. 401K PLAN (2017) Form 5500
Creator: EMERGENCY SERVICES FUEL CORP.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMERGENCY SERVICES FUEL CORP. 401K PLAN, EMERGENCY SERVICES FUEL CORP.

EMERGENCY SERVICES FUEL CORP.EIN 20-3445263Plan #001PY 2017

P.O. BOX 420 - BRIARCLIFF MANOR, NY 10510914-762-5208emergencyservicesfuel.comLinkedIn1-10 employeesoil & energy

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$539K

+25.3% from 2016

Total participants

0.0% from 2016

Average account balance

$179,737

+25.3% from 2016

Annual return

10.89%

+3.51 pp from 2016

Benchmarks

See 6,286 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort6,286 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.84M

Not enough data

1 years with asset history on file

Average account balance

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

$973K

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.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$98K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$24K

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

+7.57%

Not enough data

1 years with return on file

Admin fee / account holder

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

$9577

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

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

$6K

$3012 / participant

Other / not subdivided$6K100.0%

% of EOY assets

1.117%

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

$179,737

$91,037+97.4%

$71,671+150.8%

$147,586+21.8%

Participation rate

100.0%

76.1%+23.9pp

68.7%+31.3pp

82.8%+17.2pp

Annual return

10.89%

20.48%-9.6pp

20.65%-9.8pp

578.59%-567.7pp

Employer contribution / active EE

$10,000

$3,327+200.5%

$2,460+306.5%

$4,876+105.1%

Participant deferral / active EE

$21,000

$4,498+366.9%

$3,438+510.8%

$5,439+286.1%

Admin fee / account holder

$2,008

$8,613-76.7%

$5,558-63.9%

$10,886-81.6%

EMERGENCY SERVICES FUEL CORP. 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMERGENCY SERVICES FUEL CORP. 401K 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