Retirement plan

E-TOWN EXTERMINATING PROFIT SHARING PLAN

Name: E-TOWN EXTERMINATING CO., INC. - E-TOWN EXTERMINATING PROFIT SHARING PLAN (2020) Form 5500
Creator: E-TOWN EXTERMINATING CO., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, E-TOWN EXTERMINATING PROFIT SHARING PLAN, E-TOWN EXTERMINATING CO., INC.

E-TOWN EXTERMINATING CO., INC.EIN 61-0904647Plan #002PY 2020

P.O. BOX 607 - ELIZABETHTOWN, KY 42702270-737-6900muggabug.comLinkedIn11-50 employeesutilities

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.9M

-1.5% from 2019

Total participants

-9.1% from 2019

Average account balance

$64,293

+8.3% from 2019

Annual return

16.05%

-9.17 pp from 2019

Benchmarks

See 4,277 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants25-99

Cohort4,277 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$49K

Not enough data

1 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

+8.01%

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 codes2E3D2F2G2J2T

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

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

$426K

$17040 / participant

Other / not subdivided$426K100.0%

% of EOY assets

22.086%

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

$64,293

$52,279+23.0%

$89,400-28.1%

$79,858-19.5%

Participation rate

100.0%

57.5%+42.5pp

68.0%+32.0pp

69.6%+30.4pp

Annual return

16.05%

22.16%-6.1pp

245.64%-229.6pp

31.72%-15.7pp

Employer contribution / active EE

$1,363

$1,572-13.2%

$2,586-47.3%

$2,471-44.8%

Participant deferral / active EE

$1,900

$2,740-30.7%

$3,890-51.2%

$3,740-49.2%

Admin fee / account holder

$14,200

$3,356+323.1%

$4,882+190.9%

$5,306+167.6%

E-TOWN EXTERMINATING PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

E-TOWN EXTERMINATING 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