Retirement plan

NEDELCO, INC CASH OR DEFERRED PROFIT SHARING PLAN

Name: NEDELCO, INC - NEDELCO, INC CASH OR DEFERRED PROFIT SHARING PLAN (2016) Form 5500
Creator: NEDELCO, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NEDELCO, INC CASH OR DEFERRED PROFIT SHARING PLAN, NEDELCO, INC

NEDELCO, INCEIN 47-6033213Plan #001PY 2016

1001 12TH STREET - AURORA, NE 68818402-694-5101LinkedIn501-1000 employeestelecommunications

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$11.9M

+6.1% from 2015

Total participants

521

+30.6% from 2015

Average account balance

$25,380

-20.5% from 2015

Annual return

7.58%

+6.46 pp from 2015

Benchmarks

See 503 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants250-999

Cohort503 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$33.83M

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.

673

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.

99.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.75M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+18.84%

Not enough data

1 years with return on file

Admin fee / account holder

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

$13

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

Top 1 by compensation

Provider	Service type	Compensation
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754	Recordkeeping	$3,000

Plan features & details

Pension benefit codes2E3D2G2J2F2T

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

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$3K

$8 / participant

Contract admin$3K100.0%

% of EOY assets

0.025%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

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: BKD, LLP
Auditor EIN: 440160260
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$25,380

$56,640-55.2%

$80,977-68.7%

$57,658-56.0%

Participation rate

86.8%

75.9%+10.9pp

75.8%+10.9pp

70.2%+16.5pp

Annual return

7.58%

19.97%-12.4pp

17.11%-9.5pp

5.13%+2.4pp

Employer contribution / active EE

$1,018

$2,085-51.2%

$3,715-72.6%

$1,974-48.4%

Participant deferral / active EE

$1,399

$4,944-71.7%

$5,696-75.4%

$3,061-54.3%

Admin fee / account holder

$87-92.7%

$5,517-99.9%

$95-93.2%

Provider

Service type

Compensation

ASCENSUS LLC2+ years

Filed as: ASCENSUS

Service code 15 · EIN 11-3665754

Recordkeeping

$3,000

NEDELCO, INC CASH OR DEFERRED PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NEDELCO, INC CASH OR DEFERRED PROFIT SHARING 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