Retirement plan

NOBEL EQUIPMENT AND SUPPLIES, INC. PENSION PLAN

Name: NOBEL EQUIPMENT AND SUPPLIES, INC. - NOBEL EQUIPMENT AND SUPPLIES, INC. PENSION PLAN (2017) Form 5500
Creator: NOBEL EQUIPMENT AND SUPPLIES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NOBEL EQUIPMENT AND SUPPLIES, INC. PENSION PLAN, NOBEL EQUIPMENT AND SUPPLIES, INC.

NOBEL EQUIPMENT AND SUPPLIES, INC.EIN 22-2264555Plan #001PY 2017

1920 U.S. HIGHWAY 1 - LINDEN, NJ 07036908-925-1211LinkedIn11-50 employeesfacilities services

Other plans on this EIN

1 filing

#002Retirement-$2.5M assets

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$4.1M

+16.4% from 2016

Total participants

+18.2% from 2016

Average account balance

$159,175

-1.5% from 2016

Annual return

14.88%

+6.57 pp from 2016

Benchmarks

See 14,494 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort14,494 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 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

-97.21%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2C3D

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit plan.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$103K

$6411 / participant

Other / not subdivided$103K100.0%

% of EOY assets

2.479%

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

$159,175

$232,540-31.5%

$185,117-14.0%

$147,586+7.9%

Participation rate

100.0%

82.4%+17.6pp

77.3%+22.7pp

82.8%+17.2pp

Annual return

14.88%

43.03%-28.1pp

40.50%-25.6pp

578.59%-563.7pp

Employer contribution / active EE

$9,409

$5,195+81.1%

$4,182+125.0%

$4,876+92.9%

Participant deferral / active EE

$5,834-100.0%

$5,045-100.0%

$5,439-100.0%

Admin fee / account holder

$3,945

$10,275-61.6%

$8,159-51.6%

$10,886-63.8%

NOBEL EQUIPMENT AND SUPPLIES, INC. PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NOBEL EQUIPMENT AND SUPPLIES, INC. PENSION 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