Retirement plan

ADM ENTERPRISES GROUP INC 401 K PROFIT SHARING PLAN TRUST

Name: ADM ENTERPRISES GROUP INC - ADM ENTERPRISES GROUP INC 401 K PROFIT SHARING PLAN TRUST (2017) Form 5500
Creator: ADM ENTERPRISES GROUP INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ADM ENTERPRISES GROUP INC 401 K PROFIT SHARING PLAN TRUST, ADM ENTERPRISES GROUP INC

ADM ENTERPRISES GROUP INCEIN 26-3969947Plan #001PY 2017

6815 CLIFTON GROVE CT - CLIFTON, VA 20124202-239-9792LinkedIn1-10 employeesutilities

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$227K

+44.5% from 2016

Total participants

0.0% from 2016

Average account balance

$56,822

+8.3% from 2016

Annual return

17.23%

+10.48 pp from 2016

Benchmarks

See 1,269 peers

Peer group

Industry22 - Utilities

Plan typeDefined contribution

Participants<25

Cohort1,269 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.05M

Not enough data

1 years with asset history on file

Average account balance

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

$525K

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

$50K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$25K

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

+19.11%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4244

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 codes2E2F2G2J2T3D

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.

Opportunity flags

1 tripped

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

$1K

$208 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.458%

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

$56,822

$96,965-41.4%

$97,995-42.0%

$147,586-61.5%

Participation rate

80.0%

83.6%-3.6pp

82.4%-2.4pp

82.8%-2.8pp

Annual return

17.23%

24.11%-6.9pp

23.94%-6.7pp

578.59%-561.4pp

Employer contribution / active EE

$1,366

$4,536-69.9%

$4,158-67.1%

$4,876-72.0%

Participant deferral / active EE

$7,200

$5,081+41.7%

$5,097+41.3%

$5,439+32.4%

Admin fee / account holder

$260

$8,120-96.8%

$5,943-95.6%

$10,886-97.6%

ADM ENTERPRISES GROUP INC 401 K PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ADM ENTERPRISES GROUP INC 401 K PROFIT SHARING PLAN TRUST

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