Retirement plan

EMPLOYEE 401(K) SAVINGS PLAN

Name: CONSOLIDATED ELECTRICAL DISTRIBUTOR - EMPLOYEE 401(K) SAVINGS PLAN (2017) Form 5500
Creator: CONSOLIDATED ELECTRICAL DISTRIBUTOR
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE 401(K) SAVINGS PLAN, CONSOLIDATED ELECTRICAL DISTRIBUTOR

CONSOLIDATED ELECTRICAL DISTRIBUTOREIN 77-0559191Plan #003PY 2017

1920 WESTRIDGE DRIVE - IRVING, TX 75038972-582-5430LinkedIn1001-5000 employees

Other plans on this EIN

1 filing

#001Retirement-$987.8M assets

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed June 6, 2003

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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Total assets (EOY)

$370.4M

-8.9% from 2016

Total participants

9,875

-6.3% from 2016

Average account balance

$41,459

-0.3% from 2016

Annual return

21.74%

-4.85 pp from 2016

Benchmarks

See 40 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants5,000-9,999

Cohort40 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.18B

Not enough data

1 years with asset history on file

Average account balance

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

$78K

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.

15,099

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.

97.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$134.06M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+18.70%

Not enough data

1 years with return on file

Admin fee / account holder

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

$63

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 5 by compensation

Provider	Service type	Compensation
LPL FINANCIAL3+ years Service code 16 · EIN 04-3046611	Consulting	$96,128
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524	Advisory (Plan)	$55,006
BAKER TILLY US, LLP3+ years Filed as: MONTGOMERY COSCIA GREILICH LLP Service code 10 · EIN 75-2919818	Accounting	$20,072
SHEPPARD MULLIN1 year Service code 17 · EIN 95-1463164	Pension Consulting	$14,547
FIDELITY INVESTMENTS INSTITUTIONAL3+ years Service code 60 · EIN 04-2647786	Sub-TA Fees	-$44,242

Plan features & details

Pension benefit codes2E2F2G2J2S2T

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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$144K

$18 / participant

Investment mgmt$55K38.1%
Other / not subdivided$89K61.9%

% of EOY assets

0.039%

all-in expense ratio

Categories reported

1 / 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: MONTGOMERY COSCIA GREILICH, LLP
Auditor EIN: 752919818
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$41,459

$77,180-46.3%

$117,861-64.8%

$177,276-76.6%

Participation rate

88.2%

85.8%+2.4pp

79.7%+8.5pp

74.8%+13.3pp

Annual return

21.74%

20.91%+0.8pp

335.11%-313.4pp

21.25%+0.5pp

Employer contribution / active EE

$756

$1,992-62.1%

$3,786-80.0%

$2,479-69.5%

Participant deferral / active EE

$3,409

$3,956-13.8%

$4,482-23.9%

$3,881-12.2%

Admin fee / account holder

$16

$54-70.3%

$8,021-99.8%

$154-89.5%

Provider

Service type

Compensation

LPL FINANCIAL3+ years

Service code 16 · EIN 04-3046611

Consulting

$96,128

STRATEGIC ADVISORS, INC.2 years

Service code 27 · EIN 04-2654524

Advisory (Plan)

$55,006

BAKER TILLY US, LLP3+ years

Filed as: MONTGOMERY COSCIA GREILICH LLP

Service code 10 · EIN 75-2919818

Accounting

$20,072

SHEPPARD MULLIN1 year

Service code 17 · EIN 95-1463164

Pension Consulting

$14,547

FIDELITY INVESTMENTS INSTITUTIONAL3+ years

Service code 60 · EIN 04-2647786

Sub-TA Fees

-$44,242

EMPLOYEE 401(K) SAVINGS PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE 401(K) SAVINGS PLAN

Top hat statement on fileNQDC

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