Retirement plan

ENVIRONMENTAL AND ENERGY STUDY INSTITUTE PROFIT SHARING PLAN

Name: ENVIRONMENTAL & ENERGY STUDY INSTITUTE - ENVIRONMENTAL AND ENERGY STUDY INSTITUTE PROFIT SHARING PLAN (2020) 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 2020

1020 19TH STREET, NW, SUITE 650 - WASHINGTON, DC 20036202-628-1400eesi.orgLinkedIn11-50 employeesenvironmental services

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$787K

-47.7% from 2019

Total participants

0.0% from 2019

Average account balance

$49,190

-47.7% from 2019

Annual return

14.69%

-7.58 pp from 2019

Benchmarks

See 36,228 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort36,228 peers

Snapshot2020

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

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

$991K

$99116 / participant

Other / not subdivided$991K100.0%

% of EOY assets

125.936%

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

$49,190

$100,895-51.2%

$90,430-45.6%

$158,950-69.1%

Participation rate

100.0%

75.0%+25.0pp

72.7%+27.3pp

82.0%+18.0pp

Annual return

14.69%

1725.54%-1710.9pp

1293.73%-1279.0pp

302.91%-288.2pp

Employer contribution / active EE

$4,918

$3,689+33.3%

$3,262+50.8%

$4,762+3.3%

Participant deferral / active EE

$4,347-100.0%

$3,963-100.0%

$5,983-100.0%

Admin fee / account holder

$61,948

$6,505+852.3%

$5,613+1003.6%

$11,248+450.7%

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