Retirement plan

ANCO ENVIRONMENTAL SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST

Name: ANCO ENVIRONMENTAL SERVICES, INC. - ANCO ENVIRONMENTAL SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST (2015) Form 5500
Creator: ANCO ENVIRONMENTAL SERVICES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ANCO ENVIRONMENTAL SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST, ANCO ENVIRONMENTAL SERVICES, INC.

ANCO ENVIRONMENTAL SERVICES, INC.EIN 22-3095838Plan #002PY 2015

1 RUSSO PLACE, SUITE 1 - BERKELEY HEIGHTS, NJ 07922908-464-9200ancoenv.netLinkedIn11-50 employeesoil & energy

Prospect flagsLow returnsLow participation

How to read this page

Total assets (EOY)

$609K

No prior year

Total participants

No prior year

Average account balance

$101,501

No prior year

Annual return

-4.25%

No prior year

Benchmarks

See 30,162 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort30,162 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$186K

Not enough data

1 years with asset history on file

Average account balance

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

$19K

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.

100.0%

Not enough data

1 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

+6.91%

Not enough data

1 years with return on file

Admin fee / account holder

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

$23274

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 codes2E2G2J2T3D3H

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

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

$101,501

$87,546+15.9%

$75,784+33.9%

$125,389-19.1%

Participation rate

46.2%

80.2%-34.0pp

75.8%-29.7pp

83.2%-37.0pp

Annual return

-4.25%

13.49%-17.7pp

9.68%-13.9pp

282.24%-286.5pp

Employer contribution / active EE

$1,236

$3,930-68.6%

$3,323-62.8%

$4,866-74.6%

Participant deferral / active EE

$2,670

$4,230-36.9%

$3,652-26.9%

$5,352-50.1%

Admin fee / account holder

$6,503-100.0%

$5,300-100.0%

$9,541-100.0%

ANCO ENVIRONMENTAL SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ANCO ENVIRONMENTAL SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST

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