Retirement plan

WARREN ENSKAT HOLDING CO., LLC 401(K) PROFIT SHARING PLAN

Name: WARREN ENSKAT HOLDING CO., LLC - WARREN ENSKAT HOLDING CO., LLC 401(K) PROFIT SHARING PLAN (2016) Form 5500
Creator: WARREN ENSKAT HOLDING CO., LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WARREN ENSKAT HOLDING CO., LLC 401(K) PROFIT SHARING PLAN, WARREN ENSKAT HOLDING CO., LLC

WARREN ENSKAT HOLDING CO., LLCEIN 35-2475748Plan #002PY 2016

3008 BAY SHORE ROAD - SARASOTA, FL 34234212-752-7025

Other plans on this EIN

1 filing

#001Retirement-$282K assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$95K

+101.4% from 2015

Total participants

0.0% from 2015

Average account balance

$47,316

+101.4% from 2015

Annual return

1.43%

+1.43 pp from 2015

Benchmarks

See 30,342 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort30,342 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$707K

Not enough data

1 years with asset history on file

Average account balance

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

$236K

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

$57K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

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

+13.56%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2359

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 codes2E2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

Opportunity flags

1 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$72

$36 / participant

Other / not subdivided$72100.0%

% of EOY assets

0.076%

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

$47,316

$153,769-69.2%

$133,975-64.7%

$273,972-82.7%

Participation rate

100.0%

88.4%+11.6pp

87.1%+12.9pp

83.0%+17.0pp

Annual return

1.43%

36.51%-35.1pp

29.29%-27.9pp

41.46%-40.0pp

Employer contribution / active EE

$2,487

$6,029-58.8%

$5,211-52.3%

$4,869-48.9%

Participant deferral / active EE

$21,000

$6,958+201.8%

$6,282+234.3%

$5,287+297.2%

Admin fee / account holder

$36

$11,765-99.7%

$9,324-99.6%

$10,133-99.6%

WARREN ENSKAT HOLDING CO., LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WARREN ENSKAT HOLDING CO., LLC 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