Retirement plan

FORENSIC ENVIRONMENTAL SERVICES, INC. NON-STANDARDIZED 401(K) P/S PLAN

Name: FORENSIC ENVIRONMENTAL SERVICES INC. - FORENSIC ENVIRONMENTAL SERVICES, INC. NON-STANDARDIZED 401(K) P/S PLAN (2016) Form 5500
Creator: FORENSIC ENVIRONMENTAL SERVICES INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FORENSIC ENVIRONMENTAL SERVICES, INC. NON-STANDARDIZED 401(K) P/S PLAN, FORENSIC ENVIRONMENTAL SERVICES INC.

FORENSIC ENVIRONMENTAL SERVICES INC.EIN 23-2765740Plan #001PY 2016

113 JOHN ROBERT THOMAS DR - EXTON, PA 193412653610-594-3940LinkedIn1-10 employeesenvironmental services

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$1.9M

+11.5% from 2015

Total participants

0.0% from 2015

Average account balance

$372,204

+11.5% from 2015

Annual return

6.67%

+7.37 pp from 2015

Benchmarks

See 113,086 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort113,086 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.94M

Not enough data

1 years with asset history on file

Average account balance

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

$657K

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

$104K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+15.29%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1436

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 codes2E2G2J

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.

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

$4K

$818 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.220%

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

$372,204

$135,956+173.8%

$123,894+200.4%

$273,972+35.9%

Participation rate

100.0%

84.1%+15.9pp

81.4%+18.6pp

83.0%+17.0pp

Annual return

6.67%

56.63%-50.0pp

47.52%-40.9pp

41.46%-34.8pp

Employer contribution / active EE

$4,663

$5,170-9.8%

$4,617+1.0%

$4,869-4.2%

Participant deferral / active EE

$11,600

$6,343+82.9%

$5,984+93.8%

$5,287+119.4%

Admin fee / account holder

$818

$9,817-91.7%

$8,357-90.2%

$10,133-91.9%

FORENSIC ENVIRONMENTAL SERVICES, INC. NON-STANDARDIZED 401(K) P/S PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FORENSIC ENVIRONMENTAL SERVICES, INC. NON-STANDARDIZED 401(K) P/S 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