Retirement plan

FMS 401(K) PROFIT SHARING PLAN AND TRUST

Name: DONCO ELECTRICAL CONSTRUCTION LLC - FMS 401(K) PROFIT SHARING PLAN AND TRUST (2017) Form 5500
Creator: DONCO ELECTRICAL CONSTRUCTION LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FMS 401(K) PROFIT SHARING PLAN AND TRUST, DONCO ELECTRICAL CONSTRUCTION LLC

DONCO ELECTRICAL CONSTRUCTION LLCEIN 37-1381653Plan #004PY 2017

P. O. BOX 158 - EDWARDSVILLE, IL 62025618-797-5353utilitra.comLinkedIn201-500 employeesconstruction

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$12.9M

No prior year

Total participants

235

No prior year

Average account balance

$81,399

No prior year

Annual return

18.40%

No prior year

Benchmarks

See 5,160 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort5,160 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$35.46M

Not enough data

1 years with asset history on file

Average account balance

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

$98K

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.

362

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.

82.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$4.04M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+15.41%

Not enough data

1 years with return on file

Admin fee / account holder

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

$322

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

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Service providers

Top 2 by compensation

Provider	Service type	Compensation
BANK OF EDWARDSVILLE1+ years Filed as: THEBANK OF EDWARDSVILLE Service code 27 · EIN 37-0259190	Advisory (Plan)	$26,409
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: EPIC ADVISORS, INC. Service code 15 · EIN 16-1450952	Recordkeeping	$15,312

Plan features & details

Pension benefit codes2E2G2J2K3D3H

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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

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

Expense breakdown

Schedule H Part II

Admin total

$42K

$197 / participant

Other / not subdivided$42K100.0%

% of EOY assets

0.327%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: BROWN SMITH WALLACE LLP
Auditor EIN: 431001367
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$81,399

$80,753+0.8%

$136,298-40.3%

$62,293+30.7%

Participation rate

64.0%

73.5%-9.5pp

81.9%-17.9pp

69.5%-5.5pp

Annual return

18.40%

35.83%-17.4pp

5156.27%-5137.9pp

28.90%-10.5pp

Employer contribution / active EE

$2,590

$2,884-10.2%

$4,696-44.8%

$2,042+26.8%

Participant deferral / active EE

$4,716

$5,164-8.7%

$6,247-24.5%

$3,169+48.8%

Admin fee / account holder

$266

$525-49.3%

$9,244-97.1%

$479-44.4%

Provider

Service type

Compensation

BANK OF EDWARDSVILLE1+ years

Filed as: THEBANK OF EDWARDSVILLE

Service code 27 · EIN 37-0259190

Advisory (Plan)

$26,409

EPIC RETIREMENT PLAN SERVICES1+ years

Filed as: EPIC ADVISORS, INC.

Service code 15 · EIN 16-1450952

Recordkeeping

$15,312

FMS 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FMS 401(K) PROFIT SHARING PLAN AND 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