Retirement plan

EIFS INDUSTRY MEMBERS ASSOCIAT 401 K PROFIT SHARING PLAN TRUST

Name: EIFS INDUSTRY MEMBERS ASSOCIAT - EIFS INDUSTRY MEMBERS ASSOCIAT 401 K PROFIT SHARING PLAN TRUST (2018) Form 5500
Creator: EIFS INDUSTRY MEMBERS ASSOCIAT
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EIFS INDUSTRY MEMBERS ASSOCIAT 401 K PROFIT SHARING PLAN TRUST, EIFS INDUSTRY MEMBERS ASSOCIAT

EIFS INDUSTRY MEMBERS ASSOCIATEIN 52-1281131Plan #001PY 2018

513 WEST BROAD STREET SUITE 210 - FALLS CHURCH, VA 22046703-538-1616eima.comLinkedIn1-10 employeesnon-profit organization management

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$340K

+5.8% from 2017

Total participants

0.0% from 2017

Average account balance

$67,916

+5.8% from 2017

Annual return

-7.92%

-39.95 pp from 2017

Benchmarks

See 33,731 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort33,731 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$374K

Not enough data

1 years with asset history on file

Average account balance

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

$125K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$73K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$24K

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

+14.00%

Not enough data

1 years with return on file

Admin fee / account holder

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

$33310

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 codes2T2J2G2E3D2F

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 participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$240

$80 / participant

Other / not subdivided$240100.0%

% of EOY assets

0.071%

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

$67,916

$90,617-25.1%

$79,476-14.5%

$135,382-49.8%

Participation rate

66.7%

76.1%-9.4pp

73.3%-6.7pp

82.6%-16.0pp

Annual return

-7.92%

977.57%-985.5pp

718.21%-726.1pp

519.77%-527.7pp

Employer contribution / active EE

$3,175

$3,068+3.5%

$2,800+13.4%

$4,779-33.6%

Participant deferral / active EE

$11,508

$4,050+184.1%

$3,704+210.7%

$5,609+105.2%

Admin fee / account holder

$48

$5,907-99.2%

$5,113-99.1%

$10,829-99.6%

EIFS INDUSTRY MEMBERS ASSOCIAT 401 K PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EIFS INDUSTRY MEMBERS ASSOCIAT 401 K PROFIT SHARING PLAN TRUST

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