Retirement plan

EICKHOFF ENTERPRISES, INC. 401(K) RETIREMENT PLAN

Name: EICKHOFF ENTERPRISES, INC. - EICKHOFF ENTERPRISES, INC. 401(K) RETIREMENT PLAN (2017) Form 5500
Creator: EICKHOFF ENTERPRISES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EICKHOFF ENTERPRISES, INC. 401(K) RETIREMENT PLAN, EICKHOFF ENTERPRISES, INC.

EICKHOFF ENTERPRISES, INC.EIN 41-1529168Plan #001PY 2017

615 KATHRYN AVENUE - MARSHALL, MN 56258507-537-0919LinkedIn1-10 employeestransportation/trucking/railroad

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.3M

+22.2% from 2016

Total participants

+6.1% from 2016

Average account balance

$37,717

+15.2% from 2016

Annual return

17.87%

+11.83 pp from 2016

Benchmarks

See 3,497 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants25-99

Cohort3,497 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.29M

Not enough data

1 years with asset history on file

Average account balance

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

$74K

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

$56K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+11.35%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4331

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 codes2G2J

Plan features

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.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$24K

$736 / participant

Other / not subdivided$24K100.0%

% of EOY assets

1.784%

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

$37,717

$52,580-28.3%

$71,671-47.4%

$70,126-46.2%

Participation rate

100.0%

60.9%+39.1pp

68.7%+31.3pp

69.5%+30.5pp

Annual return

17.87%

20.25%-2.4pp

20.65%-2.8pp

73.15%-55.3pp

Employer contribution / active EE

$703

$1,616-56.5%

$2,460-71.4%

$2,343-70.0%

Participant deferral / active EE

$1,486

$2,386-37.7%

$3,438-56.8%

$3,332-55.4%

Admin fee / account holder

$673

$3,653-81.6%

$5,558-87.9%

$4,645-85.5%

EICKHOFF ENTERPRISES, INC. 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EICKHOFF ENTERPRISES, INC. 401(K) RETIREMENT 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