Retirement plan

TRS BROWN ELECTRIC INC. PROFIT SHARING PLAN PHD 584

Name: BROWN ELECTRIC INC - TRS BROWN ELECTRIC INC. PROFIT SHARING PLAN PHD 584 (2017) Form 5500
Creator: BROWN ELECTRIC INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TRS BROWN ELECTRIC INC. PROFIT SHARING PLAN PHD 584, BROWN ELECTRIC INC

BROWN ELECTRIC INCdba BROWN ELECTRIC INC.EIN 52-1183438Plan #001PY 2017

17450 INDIAN HEAD HWY STE 100 - ACCOKEEK, MD 206072504

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$28K

+14.8% from 2016

Total participants

0.0% from 2016

Average account balance

$14,055

+14.8% from 2016

Annual return

14.90%

+9.41 pp from 2016

Benchmarks

See 205 peers

Peer group

Industryany (size+type match)

Plan typeDB + DC

Participants<25

Cohort205 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$721K

Not enough data

1 years with asset history on file

Average account balance

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

$23K

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.

129.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$353K

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

+17.62%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1583

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 codes2E2G1C

Plan features

1C
Cash balance or similar plan
A cash balance formula in a defined benefit plan that expresses the accrued benefit in terms more common to a defined contribution plan such as a hypothetical account balance or single sum amount (includes personal account plan pension equity plan life cycle plan and cash account plan).
2E
Profit-sharing
Profit-sharing plan.
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.

Opportunity flags

1 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$110

Other / not subdivided$110100.0%

% of EOY assets

0.391%

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

$14,055

$309,303-95.5%

$53,889-73.9%

$309,303-95.5%

Participation rate

0.0%

96.2%-96.2pp

100.0%-100.0pp

96.2%-96.2pp

Annual return

14.90%

6.50%+8.4pp

11.50%+3.4pp

6.50%+8.4pp

Employer contribution / active EE

$25,613-100.0%

$8,788-100.0%

$25,613-100.0%

Participant deferral / active EE

$6,481-100.0%

$2,328-100.0%

$6,481-100.0%

Admin fee / account holder

$55

$31,748-99.8%

$2,315-97.6%

$31,748-99.8%

TRS BROWN ELECTRIC INC. PROFIT SHARING PLAN PHD 584

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TRS BROWN ELECTRIC INC. PROFIT SHARING PLAN PHD 584

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