Retirement plan

ANIMAL EMERGENCY CENTER 401(K) PROFIT SHARING PLAN & TRUST

Name: ANIMAL EMERGENCY CENTER - ANIMAL EMERGENCY CENTER 401(K) PROFIT SHARING PLAN & TRUST (2016) Form 5500
Creator: ANIMAL EMERGENCY CENTER
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ANIMAL EMERGENCY CENTER 401(K) PROFIT SHARING PLAN & TRUST, ANIMAL EMERGENCY CENTER

ANIMAL EMERGENCY CENTEREIN 33-0904894Plan #001PY 2016

3511 PACIFIC COAST HWY, STE A - TORRANCE, CA 90505310-325-3000valleypet911.comLinkedIn11-50 employeesveterinary

Prospect flagsLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$589K

+20.8% from 2015

Total participants

+8.8% from 2015

Average account balance

$28,056

+15.0% from 2015

Annual return

6.94%

+9.34 pp from 2015

Benchmarks

See 1,668 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants25-99

Cohort1,668 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$84K

Not enough data

1 years with asset history on file

Average account balance

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

$6K

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.

61.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$39K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+14.90%

Not enough data

1 years with return on file

Admin fee / account holder

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

$315

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 codes2E2F2G2J3D

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.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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

$977

$18 / participant

Other / not subdivided$977100.0%

% of EOY assets

0.166%

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

$28,056

$51,708-45.7%

$106,619-73.7%

$62,881-55.4%

Participation rate

22.6%

66.9%-44.2pp

78.0%-55.4pp

69.3%-46.7pp

Annual return

6.94%

4.69%+2.3pp

9.42%-2.5pp

20.14%-13.2pp

Employer contribution / active EE

$1,764-100.0%

$3,947-100.0%

$2,281-100.0%

Participant deferral / active EE

$1,272

$2,315-45.1%

$3,930-67.6%

$3,203-60.3%

Admin fee / account holder

$47

$3,349-98.6%

$6,418-99.3%

$4,296-98.9%

ANIMAL EMERGENCY CENTER 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ANIMAL EMERGENCY CENTER 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