Retirement plan

ACCUTHERM REFRIGERATION, INC.

Name: ACCUTHERM REFRIGERATION, INC. - ACCUTHERM REFRIGERATION, INC. (2017) Form 5500
Creator: ACCUTHERM REFRIGERATION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ACCUTHERM REFRIGERATION, INC., ACCUTHERM REFRIGERATION, INC.

ACCUTHERM REFRIGERATION, INC.EIN 33-0931475Plan #001PY 2017

11264 MONARCH STREET, SUITE A - GARDEN GROVE, CA 92841714-766-7800accuthermrefrigeration.comLinkedIn51-200 employeesconstruction

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$996K

+24.6% from 2016

Total participants

+9.7% from 2016

Average account balance

$29,298

+13.6% from 2016

Annual return

15.12%

+10.35 pp from 2016

Benchmarks

See 9,327 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants25-99

Cohort9,327 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.52M

Not enough data

1 years with asset history on file

Average account balance

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

$62K

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.

146.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$299K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+11.24%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1818

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

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

$67K

$2169 / participant

Other / not subdivided$67K100.0%

% of EOY assets

6.750%

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

$29,298

$78,707-62.8%

$117,861-75.1%

$70,126-58.2%

Participation rate

100.0%

73.2%+26.8pp

79.7%+20.3pp

69.5%+30.5pp

Annual return

15.12%

23.30%-8.2pp

335.11%-320.0pp

73.15%-58.0pp

Employer contribution / active EE

$1,935

$2,223-13.0%

$3,786-48.9%

$2,343-17.4%

Participant deferral / active EE

$2,674

$3,297-18.9%

$4,482-40.3%

$3,332-19.7%

Admin fee / account holder

$1,978

$5,066-61.0%

$8,021-75.3%

$4,645-57.4%

ACCUTHERM REFRIGERATION, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ACCUTHERM REFRIGERATION, INC.

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