Retirement plan

EMI CORPORATION 401(K) PROFIT SHARING PLAN

Name: E.M.I. CORP - EMI CORPORATION 401(K) PROFIT SHARING PLAN (2016) Form 5500
Creator: E.M.I. CORP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMI CORPORATION 401(K) PROFIT SHARING PLAN, E.M.I. CORP

E.M.I. CORPEIN 34-1304878Plan #001PY 2016

28300 EUCLID AVE. - WICKLIFFE, OH 44092216-535-4812emiplastics.comLinkedIn51-200 employeesaccounting

Prospect flagsRecently reached 100 employees

How to read this page

Total assets (EOY)

$4.6M

+17.7% from 2015

Total participants

111

+19.4% from 2015

Average account balance

$42,143

-7.1% from 2015

Annual return

9.40%

+8.11 pp from 2015

Benchmarks

See 15,087 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort15,087 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$12.59M

Not enough data

1 years with asset history on file

Average account balance

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

$93K

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.

136

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.

84.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$788K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+16.33%

Not enough data

1 years with return on file

Admin fee / account holder

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

$385

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

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 codes2E2F2G2J3D3H

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.
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

1 tripped

InformationalRecently reached 100 employees
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.

Expense breakdown

Schedule H Part II

Admin total

$27K

$287 / participant

Other / not subdivided$27K100.0%

% of EOY assets

0.594%

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

$42,143

$60,349-30.2%

$74,184-43.2%

$62,881-33.0%

Participation rate

97.9%

72.7%+25.2pp

76.6%+21.3pp

69.3%+28.6pp

Annual return

9.40%

21.38%-12.0pp

17.74%-8.3pp

20.14%-10.7pp

Employer contribution / active EE

$1,559

$1,680-7.2%

$2,370-34.2%

$2,281-31.7%

Participant deferral / active EE

$2,079

$2,856-27.2%

$3,550-41.4%

$3,203-35.1%

Admin fee / account holder

$250

$4,261-94.1%

$5,586-95.5%

$4,296-94.2%

EMI CORPORATION 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMI CORPORATION 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