Retirement plan

ADVANCED ENVIRONMENTAL MANAGEMENT, INC. 401(K) PLAN

Name: ADVANCED ENVIRONMENTAL MANAGEMENT, INC. - ADVANCED ENVIRONMENTAL MANAGEMENT, INC. 401(K) PLAN (2016) Form 5500
Creator: ADVANCED ENVIRONMENTAL MANAGEMENT, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ADVANCED ENVIRONMENTAL MANAGEMENT, INC. 401(K) PLAN, ADVANCED ENVIRONMENTAL MANAGEMENT, INC.

ADVANCED ENVIRONMENTAL MANAGEMENT, INC.EIN 58-1995782Plan #001PY 2016

3482 KEITH BRIDGE ROAD, #137 - CUMMING, GA 30041770-242-8282advancedenvironmentalmanagement.comLinkedIn1-10 employeesenvironmental services

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$755K

+11.0% from 2015

Total participants

0.0% from 2015

Average account balance

$83,885

+11.0% from 2015

Annual return

5.01%

-0.09 pp from 2015

Benchmarks

See 35,835 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort35,835 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.68M

Not enough data

1 years with asset history on file

Average account balance

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

$240K

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.

116.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$41K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+11.55%

Not enough data

1 years with return on file

Admin fee / account holder

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

$12956

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 codes2E2H2J2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

$3K

$465 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.369%

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

$83,885

$99,345-15.6%

$84,753-1.0%

$273,972-69.4%

Participation rate

100.0%

80.7%+19.3pp

76.6%+23.4pp

83.0%+17.0pp

Annual return

5.01%

22.93%-17.9pp

22.78%-17.8pp

41.46%-36.4pp

Employer contribution / active EE

$2,634

$4,214-37.5%

$3,574-26.3%

$4,869-45.9%

Participant deferral / active EE

$4,171

$4,270-2.3%

$3,712+12.4%

$5,287-21.1%

Admin fee / account holder

$310

$6,645-95.3%

$5,333-94.2%

$10,133-96.9%

ADVANCED ENVIRONMENTAL MANAGEMENT, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ADVANCED ENVIRONMENTAL MANAGEMENT, INC. 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