Retirement plan

ENVIRONMENTAL AND ENERGY STUDY INSTITUTE PROFIT SHARING PLAN

Name: ENVIRONMENTAL & ENERGY STUDY INSTITUTE - ENVIRONMENTAL AND ENERGY STUDY INSTITUTE PROFIT SHARING PLAN (2016) Form 5500
Creator: ENVIRONMENTAL & ENERGY STUDY INSTITUTE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ENVIRONMENTAL AND ENERGY STUDY INSTITUTE PROFIT SHARING PLAN, ENVIRONMENTAL & ENERGY STUDY INSTITUTE

ENVIRONMENTAL & ENERGY STUDY INSTITUTEEIN 52-1268030Plan #001PY 2016

1112 16TH STREET, NW, SUITE 300 - WASHINGTON, DC 200364819202-628-1400eesi.orgLinkedIn11-50 employeesenvironmental services

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$987K

+14.5% from 2015

Total participants

0.0% from 2015

Average account balance

$61,676

+14.5% from 2015

Annual return

8.35%

+8.17 pp from 2015

Benchmarks

See 30,914 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort30,914 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.48M

Not enough data

1 years with asset history on file

Average account balance

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

$74K

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.

142.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$100K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+21.13%

Not enough data

1 years with return on file

Admin fee / account holder

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

$347

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 codes3D2E2F2G2T

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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$2K

$231 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.211%

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

$61,676

$90,486-31.8%

$78,676-21.6%

$273,972-77.5%

Participation rate

100.0%

76.5%+23.5pp

73.6%+26.4pp

83.0%+17.0pp

Annual return

8.35%

75.62%-67.3pp

62.19%-53.8pp

41.46%-33.1pp

Employer contribution / active EE

$5,913

$3,175+86.2%

$2,850+107.5%

$4,869+21.4%

Participant deferral / active EE

$3,901-100.0%

$3,517-100.0%

$5,287-100.0%

Admin fee / account holder

$130

$5,263-97.5%

$4,510-97.1%

$10,133-98.7%

ENVIRONMENTAL AND ENERGY STUDY INSTITUTE PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ENVIRONMENTAL AND ENERGY STUDY INSTITUTE 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