Retirement plan

ENGBARTH DIRECTIONAL DRILLING INC 401K PLAN

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

ENGBARTH DIRECTIONAL DRILLING, INC.EIN 46-0450745Plan #001PY 2017

107 W MAIN ST - LITTLE CHUTE, WI 54140605-296-3114

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$656K

+47.6% from 2016

Total participants

+12.5% from 2016

Average account balance

$43,761

+37.8% from 2016

Annual return

19.12%

+9.94 pp from 2016

Benchmarks

See 1,269 peers

Peer group

Industry22 - Utilities

Plan typeDefined contribution

Participants<25

Cohort1,269 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.98M

Not enough data

1 years with asset history on file

Average account balance

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

$99K

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.

95.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$228K

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

+14.43%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6901

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 codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$7K

$437 / participant

Other / not subdivided$7K100.0%

% of EOY assets

1.131%

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

$43,761

$96,965-54.9%

$97,995-55.3%

$147,585-70.3%

Participation rate

82.4%

83.6%-1.3pp

82.4%0pp

82.8%-0.5pp

Annual return

19.12%

24.11%-5.0pp

23.94%-4.8pp

578.58%-559.5pp

Employer contribution / active EE

$2,097

$4,536-53.8%

$4,158-49.6%

$4,876-57.0%

Participant deferral / active EE

$5,364

$5,081+5.6%

$5,097+5.3%

$5,439-1.4%

Admin fee / account holder

$495

$8,120-93.9%

$5,943-91.7%

$10,886-95.5%

ENGBARTH DIRECTIONAL DRILLING INC 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ENGBARTH DIRECTIONAL DRILLING 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