Retirement plan

ELECTRO-MECHANICAL CORP. RETIREMENT PLAN

Name: ELECTRO-MECHANICAL CORPORATION - ELECTRO-MECHANICAL CORP. RETIREMENT PLAN (2015) Form 5500
Creator: ELECTRO-MECHANICAL CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ELECTRO-MECHANICAL CORP. RETIREMENT PLAN, ELECTRO-MECHANICAL CORPORATION

ELECTRO-MECHANICAL CORPORATIONEIN 54-0887040Plan #001PY 2015

P.O. BOX 8200 - BRISTOL, VA 242038200276-645-8893electro-mechanical.comLinkedIn501-1000 employeesutilities

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$25M

No prior year

Total participants

499

No prior year

Average account balance

No prior year

Annual return

1.19%

No prior year

Benchmarks

See 1,096 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants250-999

Cohort1,096 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$30.99M

Not enough data

1 years with asset history on file

Average account balance

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

$50K

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.

625

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.

97.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.73M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+7.44%

Not enough data

1 years with return on file

Admin fee / account holder

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

$22

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 2 by compensation

Provider	Service type	Compensation
PRUDENTIAL RETIREMENT INSURANCE AND1+ years Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 99 · EIN 22-1211670 THREE GATEWAY CENTER, 14TH FLOOR · NEWARK, NJ 071024077	Other Fees	$92,823
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 23-2384840 ONE NORTH JEFFERSON · ST. LOUIS, MO 63103	Advisory (Plan)	$49,351

Plan features & details

Pension benefit codes2E2G2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$6K

$15 / participant

Investment mgmt$6K100.0%

% of EOY assets

0.024%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: ELLIOTT DAVIS DECOSIMO, LLC/PLLC
Auditor EIN: 570381582
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$57,096-100.0%

$94,229-100.0%

$55,191-100.0%

Participation rate

0.0%

75.7%-75.7pp

78.8%-78.8pp

69.2%-69.2pp

Annual return

1.19%

159.65%-158.5pp

10.68%-9.5pp

10.78%-9.6pp

Employer contribution / active EE

$1,082

$1,708-36.7%

$3,587-69.8%

$1,899-43.0%

Participant deferral / active EE

$2,772

$3,165-12.4%

$4,320-35.8%

$3,046-9.0%

Admin fee / account holder

$89-100.0%

$6,269-100.0%

$91-100.0%

Provider

Service type

Compensation

PRUDENTIAL RETIREMENT INSURANCE AND1+ years

Filed as: THE PRUDENTIAL INSURANCE COMPANY OF

Service code 99 · EIN 22-1211670

THREE GATEWAY CENTER, 14TH FLOOR · NEWARK, NJ 071024077

Other Fees

$92,823

WELLS FARGO BANK, N.A.1+ years

Filed as: WELLS FARGO ADVISORS

Service code 27 · EIN 23-2384840

ONE NORTH JEFFERSON · ST. LOUIS, MO 63103

Advisory (Plan)

$49,351

ELECTRO-MECHANICAL CORP. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ELECTRO-MECHANICAL CORP. RETIREMENT 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