Retirement plan

WESTCOAST BROKERAGE 401 K PROFIT SHARING PLAN TRUST

Name: WESTCOAST BROKERAGE & - WESTCOAST BROKERAGE 401 K PROFIT SHARING PLAN TRUST (2018) Form 5500
Creator: WESTCOAST BROKERAGE &
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WESTCOAST BROKERAGE 401 K PROFIT SHARING PLAN TRUST, WESTCOAST BROKERAGE &

WESTCOAST BROKERAGE &EIN 59-3372129Plan #001PY 2018

ENVIRONMENTAL CONSULTANTS INC, 26484 BAXTER ST - BROOKSVILLE, FL 346026217813-838-3842

Prospect flagsLow participant contributionLow fidelity bond

How to read this page

Total assets (EOY)

$503K

+0.6% from 2017

Total participants

0.0% from 2017

Average account balance

$71,922

+0.6% from 2017

Annual return

-2.22%

-16.76 pp from 2017

Benchmarks

See 116,756 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort116,756 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$459K

Not enough data

1 years with asset history on file

Average account balance

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

$153K

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.

42.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+12.75%

Not enough data

1 years with return on file

Admin fee / account holder

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

$30150

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 codes3D2F2T2J2G2E

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$780

$111 / participant

Other / not subdivided$780100.0%

% of EOY assets

0.155%

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

$71,922

$138,076-47.9%

$123,553-41.8%

$135,380-46.9%

Participation rate

85.7%

84.7%+1.0pp

82.3%+3.4pp

82.6%+3.1pp

Annual return

-2.22%

153.70%-155.9pp

119.21%-121.4pp

519.81%-522.0pp

Employer contribution / active EE

$1,147

$5,152-77.7%

$4,628-75.2%

$4,779-76.0%

Participant deferral / active EE

$864

$6,800-87.3%

$6,426-86.5%

$5,609-84.6%

Admin fee / account holder

$111

$10,917-99.0%

$9,284-98.8%

$10,828-99.0%

WESTCOAST BROKERAGE 401 K PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WESTCOAST BROKERAGE 401 K PROFIT SHARING PLAN TRUST

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