Retirement plan

ENTERPRISE VENDING GROUP, LLC 401(K) PLAN

Name: ENTERPRISE VENDING GROUP, LLC - ENTERPRISE VENDING GROUP, LLC 401(K) PLAN (2021) 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, LLCEIN 20-8474609Plan #001PY 2021

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

Other plans on this EIN

1 filing

#002Retirement-$1.2M assets

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$1.2M

+34.7% from 2020

Total participants

+20.0% from 2020

Average account balance

$64,443

+12.3% from 2020

Annual return

16.14%

+6.92 pp from 2020

Benchmarks

See 8,321 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort8,321 peers

Snapshot2021

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

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$64,443

$127,273-49.4%

$109,895-41.4%

$167,518-61.5%

Participation rate

100.0%

77.9%+22.1pp

74.2%+25.8pp

82.1%+17.9pp

Annual return

16.14%

22.97%-6.8pp

29.46%-13.3pp

478.71%-462.6pp

Employer contribution / active EE

$8,178

$3,324+146.0%

$2,843+187.6%

$4,838+69.0%

Participant deferral / active EE

$3,248

$4,515-28.1%

$4,049-19.8%

$6,342-48.8%

Admin fee / account holder

$7,117-100.0%

$6,067-100.0%

$12,312-100.0%

ENTERPRISE VENDING GROUP, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ENTERPRISE VENDING GROUP, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion