Retirement plan

ALLIED EXHAUST SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Name: ALLIED EXHAUST SYSTEMS, INC. - ALLIED EXHAUST SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN (2017) Form 5500
Creator: ALLIED EXHAUST SYSTEMS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ALLIED EXHAUST SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN, ALLIED EXHAUST SYSTEMS, INC.

ALLIED EXHAUST SYSTEMS, INC.EIN 68-0136255Plan #003PY 2017

3928 OREGON STREET - BENICIA, CA 94510707-745-0506

Other plans on this EIN

1 filing

#002Retirement-$2.2M assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$7.4M

-4.2% from 2016

Total participants

164

-4.7% from 2016

Average account balance

$45,518

+1.1% from 2016

Annual return

-11.01%

-7.74 pp from 2016

Benchmarks

See 2,371 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants100-249

Cohort2,371 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$34.37M

Not enough data

1 years with asset history on file

Average account balance

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

$160K

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.

215

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.

99.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.45M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

-13.71%

Not enough data

1 years with return on file

Admin fee / account holder

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

$19

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

1 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 codes2I2P2Q3I

Plan features

2I
Stock bonus
Stock bonus plan.
2P
Leveraged ESOP
Employee stock ownership plan that acquires employer securities with borrowed money or other debt-financing techniques.
2Q
ESOP maintained by an S corporation
The employer maintaining this ESOP is an S corporation.
3I
Employer securities investment required
Plan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$32

$0 / participant

Other / not subdivided$32100.0%

% of EOY assets

0.000%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: BPM LLP
Auditor EIN: 814234542
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$45,518

$71,192-36.1%

$117,861-61.4%

$62,293-26.9%

Participation rate

98.5%

74.2%+24.3pp

79.7%+18.9pp

69.5%+29.0pp

Annual return

-11.01%

18.66%-29.7pp

335.11%-346.1pp

28.90%-39.9pp

Employer contribution / active EE

$4,975

$1,934+157.3%

$3,786+31.4%

$2,042+143.6%

Participant deferral / active EE

$3,189-100.0%

$4,482-100.0%

$3,169-100.0%

Admin fee / account holder

$587-100.0%

$8,021-100.0%

$479-100.0%

ALLIED EXHAUST SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ALLIED EXHAUST SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP 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