Retirement plan

EDGE MANUFACTURING INC 401K PLAN

Name: EDGE MANUFACTURING INC - EDGE MANUFACTURING INC 401K PLAN (2017) 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 2017

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

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$3.5M

+14.5% from 2016

Total participants

101

+18.8% from 2016

Average account balance

-100.0% from 2016

Annual return

19.56%

+14.20 pp from 2016

Benchmarks

See 14,969 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort14,969 peers

Snapshot2017

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

0 tripped

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

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: KPMG LLP
Auditor EIN: 135565207
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$67,606-100.0%

$82,313-100.0%

$70,124-100.0%

Participation rate

0.0%

72.8%-72.8pp

76.9%-76.9pp

69.5%-69.5pp

Annual return

19.56%

21.57%-2.0pp

25.88%-6.3pp

73.14%-53.6pp

Employer contribution / active EE

$782

$1,755-55.4%

$2,428-67.8%

$2,342-66.6%

Participant deferral / active EE

$1,840

$2,987-38.4%

$3,706-50.4%

$3,332-44.8%

Admin fee / account holder

$4,512-100.0%

$5,608-100.0%

$4,645-100.0%

EDGE MANUFACTURING INC 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

EDGE MANUFACTURING INC 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion