Retirement plan

EEFS 401(K) PLAN

Name: ENGINEERING, ENVIRONMENTAL & FORESTRY SERVICES COMPANY, P.C. - EEFS 401(K) PLAN (2020) Form 5500
Creator: ENGINEERING, ENVIRONMENTAL & FORESTRY SERVICES COMPANY, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EEFS 401(K) PLAN, ENGINEERING, ENVIRONMENTAL & FORESTRY SERVICES COMPANY, P.C.

ENGINEERING, ENVIRONMENTAL & FORESTRY SERVICES COMPANY, P.C.EIN 63-1145445Plan #001PY 2020

1930 2ND AVENUE NORTH - BESSEMER, AL 35020205-424-3737

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.8M

+27.4% from 2019

Total participants

0.0% from 2019

Average account balance

$82,575

+15.8% from 2019

Annual return

16.04%

-3.66 pp from 2019

Benchmarks

See 120,756 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort120,756 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.02M

Not enough data

1 years with asset history on file

Average account balance

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

$121K

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.

113.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$217K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+15.93%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5582

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

$19K

$952 / participant

Other / not subdivided$19K100.0%

% of EOY assets

1.048%

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

$82,575

$165,381-50.1%

$149,730-44.9%

$158,966-48.1%

Participation rate

95.0%

84.6%+10.4pp

82.5%+12.5pp

82.0%+13.0pp

Annual return

16.04%

348.29%-332.3pp

276.70%-260.7pp

302.95%-286.9pp

Employer contribution / active EE

$2,597

$5,104-49.1%

$4,645-44.1%

$4,762-45.5%

Participant deferral / active EE

$5,537

$7,182-22.9%

$6,843-19.1%

$5,983-7.5%

Admin fee / account holder

$866

$10,809-92.0%

$9,310-90.7%

$11,250-92.3%

EEFS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EEFS 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