Retirement plan

ALL UTILITIES AND EXCAVATING, INC. 401(K) PLAN

Name: ALL UTILITIES AND EXCAVATING, INC. - ALL UTILITIES AND EXCAVATING, INC. 401(K) PLAN (2017) Form 5500
Creator: ALL UTILITIES AND EXCAVATING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ALL UTILITIES AND EXCAVATING, INC. 401(K) PLAN, ALL UTILITIES AND EXCAVATING, INC.

ALL UTILITIES AND EXCAVATING, INC.EIN 31-1697522Plan #001PY 2017

7630 PINE GROVE ROAD - AMANDA, OH 43102740-503-0884LinkedIn1-10 employeesutilities

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$399K

+27.0% from 2016

Total participants

+16.7% from 2016

Average account balance

$57,038

+8.9% from 2016

Annual return

7.43%

+6.40 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

$994K

Not enough data

1 years with asset history on file

Average account balance

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

$124K

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.

80.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$90K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+10.17%

Not enough data

1 years with return on file

Admin fee / account holder

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

$15351

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

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

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

$57,038

$96,965-41.2%

$97,995-41.8%

$147,586-61.4%

Participation rate

100.0%

83.6%+16.4pp

82.4%+17.6pp

82.8%+17.2pp

Annual return

7.43%

24.11%-16.7pp

23.94%-16.5pp

578.59%-571.2pp

Employer contribution / active EE

$2,119

$4,536-53.3%

$4,158-49.0%

$4,876-56.5%

Participant deferral / active EE

$8,138

$5,081+60.2%

$5,097+59.7%

$5,439+49.6%

Admin fee / account holder

$8,120-100.0%

$5,943-100.0%

$10,886-100.0%

ALL UTILITIES AND EXCAVATING, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ALL UTILITIES AND EXCAVATING, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion