Retirement plan

E & R SUPPLY EMPLOYEE RETIREMENT PLAN

Name: E & R SUPPLY COMPANY - E & R SUPPLY EMPLOYEE RETIREMENT PLAN (2015) Form 5500
Creator: E & R SUPPLY COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, E & R SUPPLY EMPLOYEE RETIREMENT PLAN, E & R SUPPLY COMPANY

E & R SUPPLY COMPANYEIN 75-1544186Plan #001PY 2015

1717 S CHADBOURNE - SAN ANGELO, TX 76903325-655-4166eandrsupply.comLinkedIn11-50 employees

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$602K

No prior year

Total participants

No prior year

Average account balance

$40,154

No prior year

Annual return

-1.48%

No prior year

Benchmarks

See 18,780 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort18,780 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.74M

Not enough data

1 years with asset history on file

Average account balance

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

$174K

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.

50.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$67K

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

+10.44%

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 codes2E2J

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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

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

$40,154

$113,941-64.8%

$94,229-57.4%

$125,389-68.0%

Participation rate

100.0%

82.9%+17.1pp

78.8%+21.2pp

83.2%+16.8pp

Annual return

-1.48%

5.29%-6.8pp

10.68%-12.2pp

282.24%-283.7pp

Employer contribution / active EE

$1,737

$4,727-63.3%

$3,587-51.6%

$4,866-64.3%

Participant deferral / active EE

$3,220

$5,179-37.8%

$4,320-25.5%

$5,352-39.8%

Admin fee / account holder

$8,392-100.0%

$6,269-100.0%

$9,541-100.0%

E & R SUPPLY EMPLOYEE RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

E & R SUPPLY EMPLOYEE RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion