Retirement plan

EAST COAST EMERGENCY LIGHTING SAVINGS & RETIREMENT PLAN

Name: EAST COAST EMERGENCY LIGHTING - EAST COAST EMERGENCY LIGHTING SAVINGS & RETIREMENT PLAN (2018) Form 5500
Creator: EAST COAST EMERGENCY LIGHTING
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EAST COAST EMERGENCY LIGHTING SAVINGS & RETIREMENT PLAN, EAST COAST EMERGENCY LIGHTING

EAST COAST EMERGENCY LIGHTINGEIN 22-3637782Plan #001PY 2018

200 MECO DR - MILLSTONE TWP, NJ 08535631-669-2100

Prospect flagsLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$270K

+15.2% from 2017

Total participants

+15.4% from 2017

Average account balance

$19,281

+7.0% from 2017

Annual return

-6.95%

-24.22 pp from 2017

Benchmarks

See 2,969 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants25-99

Cohort2,969 peers

Snapshot2018

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

$283K

Not enough data

1 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

-124.48%

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 codes2E2F2G2J2T3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
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

$2K

$71 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.711%

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

$19,281

$58,577-67.1%

$83,323-76.9%

$64,181-70.0%

Participation rate

40.7%

72.0%-31.3pp

77.8%-37.0pp

69.6%-28.8pp

Annual return

-6.95%

9.65%-16.6pp

10.63%-17.6pp

7.63%-14.6pp

Employer contribution / active EE

$2,098-100.0%

$3,379-100.0%

$2,381-100.0%

Participant deferral / active EE

$1,981

$4,654-57.4%

$5,565-64.4%

$3,470-42.9%

Admin fee / account holder

$137

$9,275-98.5%

$7,539-98.2%

$4,887-97.2%

EAST COAST EMERGENCY LIGHTING SAVINGS & RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EAST COAST EMERGENCY LIGHTING SAVINGS & RETIREMENT 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