Retirement plan

ENTERPRISE VENDING GROUP, LLC 401(K) PLAN

Name: ENTERPRISE VENDING GROUP, LLC - ENTERPRISE VENDING GROUP, LLC 401(K) PLAN (2015) Form 5500
Creator: ENTERPRISE VENDING GROUP, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ENTERPRISE VENDING GROUP, LLC 401(K) PLAN, ENTERPRISE VENDING GROUP, LLC

ENTERPRISE VENDING GROUP, LLCdba CEIN 20-8474609Plan #001PY 2015

3865 HOLCOMB BRIDGE ROAD - NORCROSS, GA 30092678-291-4049LinkedIn11-50 employees

Other plans on this EIN

1 filing

#002Retirement-$220K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$269K

No prior year

Total participants

No prior year

Average account balance

$24,453

No prior year

Annual return

0.43%

No prior year

Benchmarks

See 5,785 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort5,785 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.96M

Not enough data

1 years with asset history on file

Average account balance

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

$68K

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.

116.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$256K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+12.33%

Not enough data

1 years with return on file

Admin fee / account holder

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

$150

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 codes2E2J3D3H

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.
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

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

$24K

$2949 / participant

Other / not subdivided$24K100.0%

% of EOY assets

8.770%

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

$24,453

$97,881-75.0%

$80,004-69.4%

$125,389-80.5%

Participation rate

100.0%

77.9%+22.1pp

73.0%+27.0pp

83.2%+16.8pp

Annual return

0.43%

9.36%-8.9pp

7.63%-7.2pp

282.24%-281.8pp

Employer contribution / active EE

$7,772

$3,128+148.5%

$2,473+214.3%

$4,866+59.7%

Participant deferral / active EE

$3,676

$3,744-1.8%

$3,204+14.8%

$5,352-31.3%

Admin fee / account holder

$2,144

$6,278-65.8%

$5,033-57.4%

$9,541-77.5%

ENTERPRISE VENDING GROUP, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ENTERPRISE VENDING GROUP, LLC 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