Retirement plan

CADENCE POWER RETIREMENT PLAN

Name: CADENCE ELECTRICAL SUPPLY DBA CADENCE POWER - CADENCE POWER RETIREMENT PLAN (2016) Form 5500
Creator: CADENCE ELECTRICAL SUPPLY DBA CADENCE POWER
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CADENCE POWER RETIREMENT PLAN, CADENCE ELECTRICAL SUPPLY DBA CADENCE POWER

CADENCE ELECTRICAL SUPPLY DBA CADENCE POWEREIN 46-2578932Plan #001PY 2016

13140 ALONDRA BOULEVARD - CERRITOS, CA 90703562-356-2974

Other plans on this EIN

1 filing

#002Retirement-$277K assets

Prospect flagsLow returnsLow fidelity bond

How to read this page

Total assets (EOY)

$295K

+89.5% from 2015

Total participants

+37.5% from 2015

Average account balance

$29,455

+51.6% from 2015

Annual return

1.46%

+21.86 pp from 2015

Benchmarks

See 1,255 peers

Peer group

Industry22 - Utilities

Plan typeDefined contribution

Participants<25

Cohort1,255 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.96M

Not enough data

1 years with asset history on file

Average account balance

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

$115K

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.

242.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$108K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+23.33%

Not enough data

1 years with return on file

Admin fee / account holder

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

$739

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 codes2E2F2G2J3D

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.
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

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
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

$1K

$121 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.410%

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

$29,455

$88,583-66.7%

$88,497-66.7%

$273,972-89.2%

Participation rate

90.0%

83.5%+6.5pp

82.4%+7.6pp

83.0%+7.0pp

Annual return

1.46%

5.68%-4.2pp

7.63%-6.2pp

41.46%-40.0pp

Employer contribution / active EE

$9,252

$4,502+105.5%

$4,036+129.2%

$4,869+90.0%

Participant deferral / active EE

$4,433

$4,891-9.4%

$4,899-9.5%

$5,287-16.2%

Admin fee / account holder

$121

$8,980-98.7%

$6,220-98.1%

$10,133-98.8%

CADENCE POWER RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CADENCE POWER 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