Retirement plan

ENVIRONMENTAL MANAGEMENT SERVICES, INC. PROFIT SHARING/401(K) PLAN

Name: ENVIRONMENTAL MANAGEMENT SERVICES, INC. - ENVIRONMENTAL MANAGEMENT SERVICES, INC. PROFIT SHARING/401(K) PLAN (2017) Form 5500
Creator: ENVIRONMENTAL MANAGEMENT SERVICES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ENVIRONMENTAL MANAGEMENT SERVICES, INC. PROFIT SHARING/401(K) PLAN, ENVIRONMENTAL MANAGEMENT SERVICES, INC.

ENVIRONMENTAL MANAGEMENT SERVICES, INC.EIN 52-1655377Plan #001PY 2017

1688 EAST GUDE DRIVE, SUITE 301 - ROCKVILLE, MD 20850301-309-0475enviroexperts.netLinkedIn11-50 employeesenvironmental services

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.8M

+27.4% from 2016

Total participants

-6.1% from 2016

Average account balance

$91,323

+35.6% from 2016

Annual return

16.78%

+6.97 pp from 2016

Benchmarks

See 11,958 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort11,958 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$9.97M

Not enough data

1 years with asset history on file

Average account balance

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

$222K

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.

109.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$600K

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

+16.01%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5956

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 codes2E2F2G2J3D

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.
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

$21K

$879 / participant

Other / not subdivided$21K100.0%

% of EOY assets

0.746%

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

$91,323

$101,069-9.6%

$81,478+12.1%

$147,585-38.1%

Participation rate

100.0%

74.5%+25.5pp

68.0%+32.0pp

82.8%+17.2pp

Annual return

16.78%

32.40%-15.6pp

38.78%-22.0pp

578.57%-561.8pp

Employer contribution / active EE

$8,685

$3,205+171.0%

$2,568+238.2%

$4,876+78.1%

Participant deferral / active EE

$1,913

$4,242-54.9%

$3,537-45.9%

$5,439-64.8%

Admin fee / account holder

$681

$5,812-88.3%

$4,561-85.1%

$10,885-93.7%

ENVIRONMENTAL MANAGEMENT SERVICES, INC. PROFIT SHARING/401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ENVIRONMENTAL MANAGEMENT SERVICES, INC. PROFIT SHARING/401(K) 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