Retirement plan

EHC, INC. 401(K) PROFIT SHARING PLAN

Name: EHC, INC. - EHC, INC. 401(K) PROFIT SHARING PLAN (2019) Form 5500
Creator: EHC, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EHC, INC. 401(K) PROFIT SHARING PLAN, EHC, INC.

EHC, INC.EIN 65-0181852Plan #001PY 2019

1360 RAIL HEAD BLVD - NAPLES, FL 341108427239-592-0828ehcconstruction.comLinkedIn51-200 employeesconstruction

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$1.3M

+36.9% from 2018

Total participants

+25.4% from 2018

Average account balance

$25,476

+15.4% from 2018

Annual return

21.21%

+27.16 pp from 2018

Benchmarks

See 15,813 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants25-99

Cohort15,813 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.13M

Not enough data

1 years with asset history on file

Average account balance

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

$61K

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.

71.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$151K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+12.13%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7660

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 codes2E2F2G2J3D3H

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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$1K

$21 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.095%

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

$25,476

$65,364-61.0%

$92,909-72.6%

$72,975-65.1%

Participation rate

60.3%

68.3%-8.0pp

76.0%-15.7pp

69.5%-9.1pp

Annual return

21.21%

42.11%-20.9pp

109.44%-88.2pp

81.01%-59.8pp

Employer contribution / active EE

$1,135

$2,594-56.2%

$3,653-68.9%

$2,440-53.5%

Participant deferral / active EE

$1,431

$3,128-54.3%

$4,238-66.2%

$3,608-60.3%

Admin fee / account holder

$24

$4,251-99.4%

$5,795-99.6%

$5,124-99.5%

EHC, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EHC, 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