Retirement plan

ARNOLD ELECTRIC COMPANY, INC. DBA ARNOLD & BLEVINS ELECTRIC COMPANY, INC. EMPLOYEE SAVINGS TRUST

Name: ARNOLD ELECTRIC COMPANY, INC. DBA ARNOLD & BLEVINS ELECTRIC - ARNOLD ELECTRIC COMPANY, INC. DBA ARNOLD & BLEVINS ELECTRIC COMPANY, INC. EMPLOYEE SAVINGS TRUST (2018) Form 5500
Creator: ARNOLD ELECTRIC COMPANY, INC. DBA ARNOLD & BLEVINS ELECTRIC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ARNOLD ELECTRIC COMPANY, INC. DBA ARNOLD & BLEVINS ELECTRIC COMPANY, INC. EMPLOYEE SAVINGS TRUST, ARNOLD ELECTRIC COMPANY, INC. DBA ARNOLD & BLEVINS ELECTRIC

ARNOLD ELECTRIC COMPANY, INC. DBA ARNOLD & BLEVINS ELECTRICEIN 71-0449964Plan #001PY 2018

3716 HAROLD ST - NORTH LITTLE ROCK, AR 72118501-758-6565

Prospect flagsLow participationLow employer contribution

How to read this page

Total assets (EOY)

$2.6M

+6.2% from 2017

Total participants

150

-2.6% from 2017

Average account balance

$27,794

+8.5% from 2017

Annual return

-6.30%

-26.61 pp from 2017

Benchmarks

See 2,759 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants100-249

Cohort2,759 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.15M

Not enough data

1 years with asset history on file

Average account balance

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

$48K

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.

127

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.

61.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$583K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+12.40%

Not enough data

1 years with return on file

Admin fee / account holder

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

$330

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

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Service providers

Top 3 by compensation

Provider	Service type	Compensation
MERRILL LYNCH PIERCE FENNER & SMITH1 year Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 150 N COLLEGE ST · CHARLOTTE, NC 28255	Advisory (Participants)	$6,984
JOHN HANCOCK LIFE INSURANCE COMPANY2 years Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600	Recordkeeping	$324
WILSHIRE ASSOCIATES INCORPORATED2 years Filed as: WILSHIRE ASSOCIATES INC. Service code 26 · EIN 95-2755361 1299 OCEAN AVE STE 700 · SANTA MONICA, CA 90401	Advisory (Participants)	$167

Plan features & details

Pension benefit codes2E2G2J2K3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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 participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$27K

$190 / participant

Other / not subdivided$27K100.0%

% of EOY assets

1.036%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: HOGANTAYLOR LLP
Auditor EIN: 731413977
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$27,794

$55,449-49.9%

$83,831-66.8%

$56,289-50.6%

Participation rate

59.6%

68.0%-8.4pp

76.1%-16.6pp

69.9%-10.3pp

Annual return

-6.30%

-1.38%-4.9pp

850.99%-857.3pp

-9.96%+3.7pp

Employer contribution / active EE

$404

$2,430-83.4%

$3,631-88.9%

$2,111-80.9%

Participant deferral / active EE

$1,944

$2,935-33.8%

$4,082-52.4%

$3,350-42.0%

Admin fee / account holder

$288

$656-56.1%

$5,479-94.7%

$521-44.7%

Provider

Service type

Compensation

MERRILL LYNCH PIERCE FENNER & SMITH1 year

Filed as: MERRILL LYNCH

Service code 26 · EIN 13-5674085

150 N COLLEGE ST · CHARLOTTE, NC 28255

Advisory (Participants)

$6,984

JOHN HANCOCK LIFE INSURANCE COMPANY2 years

Service code 15 · EIN 01-0233346

P.O. BOX 600 · BUFFALO, NY 142010600

Recordkeeping

$324

WILSHIRE ASSOCIATES INCORPORATED2 years

Filed as: WILSHIRE ASSOCIATES INC.

Service code 26 · EIN 95-2755361

1299 OCEAN AVE STE 700 · SANTA MONICA, CA 90401

Advisory (Participants)

$167

ARNOLD ELECTRIC COMPANY, INC. DBA ARNOLD & BLEVINS ELECTRIC COMPANY, INC. EMPLOYEE SAVINGS TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ARNOLD ELECTRIC COMPANY, INC. DBA ARNOLD & BLEVINS ELECTRIC COMPANY, INC. EMPLOYEE SAVINGS 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