Retirement plan

ELECTRI-PRODUCTS GROUP, INC. 401(K) PROFIT SHARING PLAN

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

ELECTRI-PRODUCTS GROUP, INC.EIN 56-1077682Plan #001PY 2017

P.O. BOX 18009 - GREENSBORO, NC 274198009336-294-6230epg-gso.comLinkedIn11-50 employees

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$4.5M

+16.9% from 2016

Total participants

+3.7% from 2016

Average account balance

$166,793

+16.9% from 2016

Annual return

13.35%

+10.09 pp from 2016

Benchmarks

See 21,290 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort21,290 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.33M

Not enough data

1 years with asset history on file

Average account balance

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

$347K

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.

141.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$338K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$20K

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

+14.55%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5631

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

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

$137K

$7615 / participant

Other / not subdivided$137K100.0%

% of EOY assets

3.044%

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

$166,793

$98,240+69.8%

$82,312+102.6%

$147,586+13.0%

Participation rate

94.4%

79.7%+14.7pp

76.9%+17.6pp

82.8%+11.6pp

Annual return

13.35%

30.85%-17.5pp

25.88%-12.5pp

578.59%-565.2pp

Employer contribution / active EE

$6,086

$3,192+90.7%

$2,428+150.6%

$4,876+24.8%

Participant deferral / active EE

$6,247

$4,383+42.5%

$3,706+68.5%

$5,439+14.9%

Admin fee / account holder

$5,077

$8,563-40.7%

$5,608-9.5%

$10,886-53.4%

ELECTRI-PRODUCTS GROUP, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ELECTRI-PRODUCTS GROUP, INC. 401(K) 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