Retirement plan

CHURCHILL EQUIPMENT COMPANY 401(K) PROFIT SHARING PLAN

Name: CHURCHILL EQUIPMENT COMPANY - CHURCHILL EQUIPMENT COMPANY 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: CHURCHILL EQUIPMENT COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHURCHILL EQUIPMENT COMPANY 401(K) PROFIT SHARING PLAN, CHURCHILL EQUIPMENT COMPANY

CHURCHILL EQUIPMENT COMPANYEIN 81-0365621Plan #002PY 2017

1165 N 14TH ST, SUITE 4, OFFICE A - BOZEMAN, MT 59715406-282-7252churchillequipment.comLinkedIn11-50 employeesmachinery

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.7M

+0.8% from 2016

Total participants

0.0% from 2016

Average account balance

$121,879

-3.8% from 2016

Annual return

12.01%

+5.34 pp from 2016

Benchmarks

See 4,832 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants<25

Cohort4,832 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.96M

Not enough data

1 years with asset history on file

Average account balance

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

$165K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$205K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+15.36%

Not enough data

1 years with return on file

Admin fee / account holder

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

$621

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 codes2E2F2G2J3D

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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$409K

$19453 / participant

Other / not subdivided$409K100.0%

% of EOY assets

15.236%

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

$121,879

$149,679-18.6%

$117,039+4.1%

$147,586-17.4%

Participation rate

90.5%

83.5%+7.0pp

77.2%+13.3pp

82.8%+7.6pp

Annual return

12.01%

19.31%-7.3pp

18.95%-6.9pp

578.59%-566.6pp

Employer contribution / active EE

$1,429

$4,937-71.1%

$3,785-62.3%

$4,876-70.7%

Participant deferral / active EE

$3,739

$4,912-23.9%

$3,929-4.8%

$5,439-31.3%

Admin fee / account holder

$18,569

$7,856+136.4%

$5,974+210.8%

$10,886+70.6%

CHURCHILL EQUIPMENT COMPANY 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CHURCHILL EQUIPMENT COMPANY 401(K) PROFIT SHARING 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