Retirement plan

ELEMENTAL SCIENTIFIC 401(K) PROFIT SHARING PLAN

Name: ELEMENTAL SCIENTIFIC, INC. - ELEMENTAL SCIENTIFIC 401(K) PROFIT SHARING PLAN (2020) Form 5500
Creator: ELEMENTAL SCIENTIFIC, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ELEMENTAL SCIENTIFIC 401(K) PROFIT SHARING PLAN, ELEMENTAL SCIENTIFIC, INC.

ELEMENTAL SCIENTIFIC, INC.EIN 39-1933901Plan #001PY 2020

7277 WORLD COMMUNICATIONS DRIVE - OMAHA, NE 68122402-991-7800icpms.comLinkedIn201-500 employeessemiconductors

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$12.9M

+34.1% from 2019

Total participants

192

+15.7% from 2019

Average account balance

$67,379

+16.6% from 2019

Annual return

21.09%

-3.48 pp from 2019

Benchmarks

See 4,082 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort4,082 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$22.24M

Not enough data

1 years with asset history on file

Average account balance

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

$92K

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.

241

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

$2.27M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+17.09%

Not enough data

1 years with return on file

Admin fee / account holder

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

$303

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

Top 3 by compensation

Provider	Service type	Compensation
UBS FINANCIAL SERVICES INC1 year Service code 27 315 DEADERICK STREET · NASHVILLE, TN 37238	Advisory (Plan)	$25,431
ASCENSUS LLC1 year Filed as: PENSION ADMINISTRATORS, LLC Service code 13 18033 OAK STREET · OMAHA, NE 681306093	Contract Administrator	$4,735
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SRVCS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618	Recordkeeping Fees	$200

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$30K

$190 / participant

Contract admin$30K100.0%

% of EOY assets

0.236%

all-in expense ratio

Categories reported

1 / 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: LUTZ AND COMPANY, P.C.
Auditor EIN: 470625816
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$67,379

$73,638-8.5%

$95,964-29.8%

$73,497-8.3%

Participation rate

99.4%

76.2%+23.2pp

77.1%+22.3pp

70.7%+28.7pp

Annual return

21.09%

16.78%+4.3pp

91.64%-70.6pp

28.51%-7.4pp

Employer contribution / active EE

$2,766

$1,863+48.4%

$2,541+8.8%

$2,270+21.8%

Participant deferral / active EE

$6,341

$3,617+75.3%

$4,167+52.2%

$3,740+69.5%

Admin fee / account holder

$159

$482-67.0%

$6,797-97.7%

$513-69.0%

Provider

Service type

Compensation

UBS FINANCIAL SERVICES INC1 year

Service code 27

315 DEADERICK STREET · NASHVILLE, TN 37238

Advisory (Plan)

$25,431

ASCENSUS LLC1 year

Filed as: PENSION ADMINISTRATORS, LLC

Service code 13

18033 OAK STREET · OMAHA, NE 681306093

Contract Administrator

$4,735

AMERICAN FUNDS2 years

Filed as: CAPITAL GROUP RETIREMENT PLAN SRVCS

Service code 64

6455 IRVINE CENTER DRIVE · IRVINE, CA 92618

Recordkeeping Fees

$200

ELEMENTAL SCIENTIFIC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ELEMENTAL SCIENTIFIC 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