Retirement plan

EDGE MANUFACTURING INC 401K PLAN

Name: EDGE MANUFACTURING INC - EDGE MANUFACTURING INC 401K PLAN (2015) Form 5500
Creator: EDGE MANUFACTURING INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EDGE MANUFACTURING INC 401K PLAN, EDGE MANUFACTURING INC

EDGE MANUFACTURING INCEIN 43-1660398Plan #004PY 2015

1120 S MASON CIRCLE - PEVELY, MO 63070636-224-0004edgemfg.comLinkedIn51-200 employeesbusiness supplies and equipment

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3.1M

No prior year

Total participants

No prior year

Average account balance

$44,480

No prior year

Annual return

1.91%

No prior year

Benchmarks

See 13,687 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort13,687 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.53M

Not enough data

1 years with asset history on file

Average account balance

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

$50K

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.

110

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.

80.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$543K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+19.39%

Not enough data

1 years with return on file

Admin fee / account holder

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

$50

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

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 codes2G2J3D3H

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.
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

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

$190K

$2505 / participant

Other / not subdivided$190K100.0%

% of EOY assets

6.113%

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

$44,480

$56,199-20.9%

$67,652-34.3%

$59,632-25.4%

Participation rate

71.1%

71.5%-0.4pp

75.7%-4.6pp

68.7%+2.4pp

Annual return

1.91%

18505.31%-18503.4pp

6625.04%-6623.1pp

2041.32%-2039.4pp

Employer contribution / active EE

$1,018

$1,614-37.0%

$2,266-55.1%

$2,203-53.8%

Participant deferral / active EE

$2,308

$2,844-18.8%

$3,560-35.2%

$3,192-27.7%

Admin fee / account holder

$2,719

$3,958-31.3%

$4,821-43.6%

$4,297-36.7%

EDGE MANUFACTURING INC 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EDGE MANUFACTURING INC 401K 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