Retirement plan

SACHS ELECTRIC COMPANY 401(K) PROFIT SHARING PLAN

Name: SACHS ELECTRIC COMPANY - SACHS ELECTRIC COMPANY 401(K) PROFIT SHARING PLAN (2016) Form 5500
Creator: SACHS ELECTRIC COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SACHS ELECTRIC COMPANY 401(K) PROFIT SHARING PLAN, SACHS ELECTRIC COMPANY

SACHS ELECTRIC COMPANYEIN 43-0911363Plan #002PY 2016

1572 LARKIN WILLIAMS - FENTON, MO 63026636-532-2000

Other plans on this EIN

1 filing

#003Retirement-$35.5M assets

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$52.9M

+3.9% from 2015

Total participants

149

-8.6% from 2015

Average account balance

$357,126

+1.1% from 2015

Annual return

10.20%

+6.88 pp from 2015

Benchmarks

See 13,704 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants25-99

Cohort13,704 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$72.48M

Not enough data

1 years with asset history on file

Average account balance

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

$193K

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.

375

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

$3.37M

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

+13.50%

Not enough data

1 years with return on file

Admin fee / account holder

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

$37

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 1 by compensation

Provider	Service type	Compensation
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930	Recordkeeping	$1,736

Plan features & details

Pension benefit codes2E2G2J2T

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$2K

$19 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.003%

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: CLIFTON LARSON ALLEN LLP
Auditor EIN: 410746749
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$357,126

$56,894+527.7%

$84,753+321.4%

$62,881+467.9%

Participation rate

98.9%

68.5%+30.4pp

76.6%+22.4pp

69.3%+29.6pp

Annual return

10.20%

6.30%+3.9pp

22.78%-12.6pp

20.14%-9.9pp

Employer contribution / active EE

$2,400-100.0%

$3,574-100.0%

$2,281-100.0%

Participant deferral / active EE

$6,929

$2,709+155.8%

$3,712+86.7%

$3,203+116.3%

Admin fee / account holder

$12

$3,581-99.7%

$5,333-99.8%

$4,296-99.7%

Provider

Service type

Compensation

THE VANGUARD GROUP, INC.2+ years

Service code 15 · EIN 23-1945930

Recordkeeping

$1,736

SACHS ELECTRIC COMPANY 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SACHS ELECTRIC COMPANY 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