Retirement plan

EMCOR FACILITIES SERVICES, INC. FIELD EMPLOYEES' 401(K) PLAN

Name: EMCOR FACILITIES SERVICES, INC. - EMCOR FACILITIES SERVICES, INC. FIELD EMPLOYEES' 401(K) PLAN (2017) Form 5500
Creator: EMCOR FACILITIES SERVICES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMCOR FACILITIES SERVICES, INC. FIELD EMPLOYEES' 401(K) PLAN, EMCOR FACILITIES SERVICES, INC.

EMCOR FACILITIES SERVICES, INC.EIN 31-0873334Plan #002PY 2017

301 MERRITT SEVEN, 6TH FLOOR - NORWALK, CT 06851203-849-7800

Other plans on this EIN

2 filings

#003Retirement-$8.6M assets #004Retirement-$3.8M assets

Prospect flagsLow participationLow employer contributionLow participant contribution

How to read this page

Total assets (EOY)

$26.9M

+57.1% from 2016

Total participants

3,142

+70.1% from 2016

Average account balance

$29,021

+7.0% from 2016

Annual return

53.63%

+45.28 pp from 2016

Benchmarks

See 390 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants1,000-4,999

Cohort390 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$39.42M

Not enough data

1 years with asset history on file

Average account balance

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

$45K

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.

879

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.

21.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.80M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+12.07%

Not enough data

1 years with return on file

Admin fee / account holder

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

$50

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 2 by compensation

Provider	Service type	Compensation
BUCK GLOBAL, LLC3+ years Filed as: BUCK CONSULTANTS LLC Service code 16 P. O. BOX 202617 · DALLAS, TX 75320	Consulting	$14,364
T ROWE PRICE RPS INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202	Recordkeeping	$7,541

Plan features & details

Pension benefit codes2E2F2G2J2K2T3H

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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.
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

3 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$22K

$8 / participant

Other / not subdivided$22K100.0%

% of EOY assets

0.081%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: ERNST & YOUNG, LLP
Auditor EIN: 346565596
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$29,021

$221,442-86.9%

$92,240-68.5%

$77,958-62.8%

Participation rate

21.9%

79.6%-57.7pp

76.5%-54.6pp

71.6%-49.7pp

Annual return

53.63%

15.65%+38.0pp

176.29%-122.7pp

20.87%+32.8pp

Employer contribution / active EE

$486

$3,226-84.9%

$3,680-86.8%

$2,310-79.0%

Participant deferral / active EE

$577

$2,779-79.3%

$3,897-85.2%

$3,537-83.7%

Admin fee / account holder

$24

$210-88.7%

$5,194-99.5%

$97-75.8%

Provider

Service type

Compensation

BUCK GLOBAL, LLC3+ years

Filed as: BUCK CONSULTANTS LLC

Service code 16

P. O. BOX 202617 · DALLAS, TX 75320

Consulting

$14,364

T ROWE PRICE RPS INC3+ years

Service code 15

100 EAST PRATT STREET · BALTIMORE, MD 21202

Recordkeeping

$7,541

EMCOR FACILITIES SERVICES, INC. FIELD EMPLOYEES' 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMCOR FACILITIES SERVICES, INC. FIELD EMPLOYEES' 401(K) 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