Retirement plan

ECM PROFIT-SHARING PLAN

Name: EDGEMOOR INVESTMENT ADVISORS, INC. - ECM PROFIT-SHARING PLAN (2016) Form 5500
Creator: EDGEMOOR INVESTMENT ADVISORS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ECM PROFIT-SHARING PLAN, EDGEMOOR INVESTMENT ADVISORS, INC.

EDGEMOOR INVESTMENT ADVISORS, INC.EIN 52-2202829Plan #001PY 2016

7250 WOODMONT AVENUE, SUITE 315 - BETHESDA, MD 20814301-543-8881edgemoorinv.comLinkedIn1-10 employeesinvestment management

Prospect flagsHigh assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$2.6M

No prior year

Total participants

No prior year

Average account balance

$320,344

No prior year

Annual return

5.77%

No prior year

Benchmarks

See 30,342 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort30,342 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$9.10M

Not enough data

1 years with asset history on file

Average account balance

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

$828K

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.

122.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$283K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$31K

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

+21.42%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

2 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$320,344

$153,769+108.3%

$133,975+139.1%

$273,972+16.9%

Participation rate

87.5%

88.4%-0.9pp

87.1%+0.4pp

83.0%+4.5pp

Annual return

5.77%

36.51%-30.7pp

29.29%-23.5pp

41.46%-35.7pp

Employer contribution / active EE

$12,656

$6,029+109.9%

$5,211+142.9%

$4,869+159.9%

Participant deferral / active EE

$14,906

$6,958+114.2%

$6,282+137.3%

$5,287+181.9%

Admin fee / account holder

$11,765-100.0%

$9,324-100.0%

$10,133-100.0%

ECM PROFIT-SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ECM PROFIT-SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion