Retirement plan

XFMRS, INC. EMPLOYEES' STOCK OWNERSHIP PLAN

Name: XFMRS, INC. - XFMRS, INC. EMPLOYEES' STOCK OWNERSHIP PLAN (2016) Form 5500
Creator: XFMRS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, XFMRS, INC. EMPLOYEES' STOCK OWNERSHIP PLAN, XFMRS, INC.

XFMRS, INC.EIN 35-1865843Plan #001PY 2016

7570 E. LANDERSDALE - CAMBY, IN 46113317-834-1066xfmrs.comLinkedIn1001-5000 employeeselectrical/electronic manufacturing

Other plans on this EIN

1 filing

#002Retirement-$7.3M assets

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$23.8M

-13.3% from 2015

Total participants

0.0% from 2015

Average account balance

$991,992

-13.3% from 2015

Annual return

13.32%

+9.81 pp from 2015

Benchmarks

See 21,241 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort21,241 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$26.32M

Not enough data

1 years with asset history on file

Average account balance

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

$516K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$383K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

-41.30%

Not enough data

1 years with return on file

Admin fee / account holder

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

$32836

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 codes2P3H3I

Plan features

2P
Leveraged ESOP
Employee stock ownership plan that acquires employer securities with borrowed money or other debt-financing techniques.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).
3I
Employer securities investment required
Plan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$7.4M

$337106 / participant

Other / not subdivided$7M100.0%

% of EOY assets

31.151%

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

$991,992

$88,707+1018.3%

$74,184+1237.2%

$273,972+262.1%

Participation rate

100.0%

79.4%+20.6pp

76.6%+23.4pp

83.0%+17.0pp

Annual return

13.32%

11.94%+1.4pp

17.74%-4.4pp

41.46%-28.1pp

Employer contribution / active EE

$4,545

$3,159+43.9%

$2,370+91.8%

$4,869-6.6%

Participant deferral / active EE

$4,212-100.0%

$3,550-100.0%

$5,287-100.0%

Admin fee / account holder

$309,014

$8,717+3445.1%

$5,586+5432.3%

$10,133+2949.7%

XFMRS, INC. EMPLOYEES' STOCK OWNERSHIP PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

XFMRS, INC. EMPLOYEES' STOCK OWNERSHIP 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