Retirement plan

EIS, INC. RETIREMENT PLAN & TRUST

Name: ENVIRONMENTAL INVESTIGATION SERVICES, INC. - EIS, INC. RETIREMENT PLAN & TRUST (2023) Form 5500
Creator: ENVIRONMENTAL INVESTIGATION SERVICES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EIS, INC. RETIREMENT PLAN & TRUST, ENVIRONMENTAL INVESTIGATION SERVICES, INC.

ENVIRONMENTAL INVESTIGATION SERVICES, INC.EIN 77-0448701Plan #001PY 2023

316 MID VALLEY CENTER #313 - CARMEL, CA 93923408-348-6898envinvestigation.comLinkedIn1-10 employeesenvironmental services

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$294K

+20.0% from 2022

Total participants

0.0% from 2022

Average account balance

$73,520

+20.0% from 2022

Annual return

20.04%

+43.19 pp from 2022

Benchmarks

See 139,707 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort139,707 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$291K

Not enough data

1 years with asset history on file

Average account balance

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

$58K

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.

166.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$744

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

+14.71%

Not enough data

1 years with return on file

Admin fee / account holder

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

$9898

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 codes2F2E2G2J3D

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.

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

$86

$29 / participant

Other / not subdivided$86100.0%

% of EOY assets

0.029%

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

$73,520

$148,629-50.5%

$135,982-45.9%

$139,487-47.3%

Participation rate

66.7%

83.9%-17.2pp

81.9%-15.3pp

80.3%-13.7pp

Annual return

20.04%

79.33%-59.3pp

68.32%-48.3pp

373.84%-353.8pp

Employer contribution / active EE

$5,247-100.0%

$4,859-100.0%

$4,755-100.0%

Participant deferral / active EE

$8,102-100.0%

$7,760-100.0%

$6,713-100.0%

Admin fee / account holder

$22

$12,406-99.8%

$10,767-99.8%

$11,407-99.8%

EIS, INC. RETIREMENT PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EIS, INC. RETIREMENT PLAN & 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