Retirement plan

CHEMICAL ENGINEERING & INSTR. CONSULTANTS INC. 401(K) PROFIT SHARING PLAN

Name: CHEMICAL ENGINEERING & INSTRUMENTATION - CHEMICAL ENGINEERING & INSTR. CONSULTANTS INC. 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: CHEMICAL ENGINEERING & INSTRUMENTATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHEMICAL ENGINEERING & INSTR. CONSULTANTS INC. 401(K) PROFIT SHARING PLAN, CHEMICAL ENGINEERING & INSTRUMENTATION

CHEMICAL ENGINEERING & INSTRUMENTATIONEIN 22-2508486Plan #002PY 2017

2 TERRI LANE, SUITE 125 - BURLINGTON, NJ 08016609-387-1700LinkedIn51-200 employeesinformation technology and services

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$15M

+6.0% from 2016

Total participants

-6.3% from 2016

Average account balance

$254,052

+15.0% from 2016

Annual return

18.67%

+11.87 pp from 2016

Benchmarks

See 25,067 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort25,067 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$22.69M

Not enough data

1 years with asset history on file

Average account balance

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

$436K

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.

126.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$787K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

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

+16.00%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4352

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$2.6M

$59021 / participant

Other / not subdivided$3M100.0%

% of EOY assets

17.326%

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

$254,052

$85,766+196.2%

$136,298+86.4%

$70,126+262.3%

Participation rate

97.7%

74.2%+23.6pp

81.9%+15.8pp

69.5%+28.2pp

Annual return

18.67%

31.46%-12.8pp

5156.27%-5137.6pp

73.15%-54.5pp

Employer contribution / active EE

$3,068

$2,966+3.4%

$4,696-34.7%

$2,343+31.0%

Participant deferral / active EE

$14,004

$5,051+177.2%

$6,247+124.2%

$3,332+320.3%

Admin fee / account holder

$44,016

$5,421+712.0%

$9,244+376.2%

$4,645+847.5%

CHEMICAL ENGINEERING & INSTR. CONSULTANTS INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CHEMICAL ENGINEERING & INSTR. CONSULTANTS 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