Retirement plan

ARCHBRIGHT MULTIPLE EMPLOYER PLAN AS ADOPTED BY PUGLIA ENGINEERING, INC.

Name: ARCHBRIGHT MULTIPLE EMPLOYER PLAN BOARD OF DIRECTORS - ARCHBRIGHT MULTIPLE EMPLOYER PLAN AS ADOPTED BY PUGLIA ENGINEERING, INC. (2016) Form 5500
Creator: ARCHBRIGHT MULTIPLE EMPLOYER PLAN BOARD OF DIRECTORS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ARCHBRIGHT MULTIPLE EMPLOYER PLAN AS ADOPTED BY PUGLIA ENGINEERING, INC., ARCHBRIGHT MULTIPLE EMPLOYER PLAN BOARD OF DIRECTORS

ARCHBRIGHT MULTIPLE EMPLOYER PLAN BOARD OF DIRECTORSEIN 47-1833207Plan #004PY 2016

701 WESTCHESTER AVENUE, SUITE 320E - WHITE PLAINS, NY 10604800-872-3473

Other plans on this EIN

10 filings

#001Retirement-$8.3M assets #003Retirement-$2.8M assets #005Retirement-$2.2M assets #010Retirement-$1.8M assets #002Retirement-$1.8M assets #014Retirement-$1.5M assets #013Retirement-$1.0M assets #007Retirement-$784K assets #011Retirement-$559K assets #008Retirement-$406K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$576K

+124.0% from 2015

Total participants

+4.2% from 2015

Average account balance

$25,029

+104.5% from 2015

Annual return

50.78%

+50.78 pp from 2015

Benchmarks

See 24,581 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort24,581 peers

Snapshot2016

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$13.79M

Not enough data

1 years with asset history on file

Average account balance

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

$96K

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.

143

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

$1.13M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+16.15%

Not enough data

1 years with return on file

Admin fee / account holder

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

$418

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

See the 8-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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

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

$11K

$437 / participant

Other / not subdivided$11K100.0%

% of EOY assets

1.898%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$25,029

$76,552-67.3%

$123,892-79.8%

$62,891-60.2%

Participation rate

92.0%

73.0%+19.0pp

81.4%+10.6pp

69.3%+22.7pp

Annual return

50.78%

18.68%+32.1pp

47.52%+3.3pp

20.14%+30.6pp

Employer contribution / active EE

$2,652

$2,883-8.0%

$4,617-42.6%

$2,281+16.3%

Participant deferral / active EE

$4,873

$4,840+0.7%

$5,984-18.6%

$3,203+52.1%

Admin fee / account holder

$475

$4,826-90.2%

$8,357-94.3%

$4,296-88.9%

ARCHBRIGHT MULTIPLE EMPLOYER PLAN AS ADOPTED BY PUGLIA ENGINEERING, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ARCHBRIGHT MULTIPLE EMPLOYER PLAN AS ADOPTED BY PUGLIA ENGINEERING, INC.

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