Retirement plan

EBS ASSET MANAGEMENT 401(K) PROFIT SHARING PLAN

Name: EUBEL, BRADY & SUTTMAN ASSET MANAGEMENT, INC. - EBS ASSET MANAGEMENT 401(K) PROFIT SHARING PLAN (2016) Form 5500
Creator: EUBEL, BRADY & SUTTMAN ASSET MANAGEMENT, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EBS ASSET MANAGEMENT 401(K) PROFIT SHARING PLAN, EUBEL, BRADY & SUTTMAN ASSET MANAGEMENT, INC.

EUBEL, BRADY & SUTTMAN ASSET MANAGEMENT, INC.EIN 31-1386402Plan #001PY 2016

10100 INNOVATION DR, SUITE 410 - MIAMISBURG, OH 453424965937-299-5531LinkedIn11-50 employees

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$8.9M

No prior year

Total participants

No prior year

Average account balance

$228,910

No prior year

Annual return

14.13%

No prior year

Benchmarks

See 24,581 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort24,581 peers

Snapshot2016

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$19.60M

Not enough data

1 years with asset history on file

Average account balance

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

$370K

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.

135.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$650K

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

+11.52%

Not enough data

1 years with return on file

Admin fee / account holder

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

$21351

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$697K

$24881 / participant

Other / not subdivided$697K100.0%

% of EOY assets

7.804%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$228,910

$76,552+199.0%

$123,892+84.8%

$62,891+264.0%

Participation rate

100.0%

73.0%+27.0pp

81.4%+18.6pp

69.3%+30.7pp

Annual return

14.13%

18.68%-4.5pp

47.52%-33.4pp

20.14%-6.0pp

Employer contribution / active EE

$3,149

$2,883+9.2%

$4,617-31.8%

$2,281+38.1%

Participant deferral / active EE

$5,665

$4,840+17.0%

$5,984-5.3%

$3,203+76.9%

Admin fee / account holder

$17,863

$4,826+270.2%

$8,357+113.8%

$4,296+315.8%

EBS ASSET MANAGEMENT 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EBS ASSET MANAGEMENT 401(K) PROFIT SHARING 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