Retirement plan

ELECTRICAL WHOLESALE SUPPLY CO. , INC. 401(K) PROFIT SHARING PLAN

Name: ELECTRICAL WHOLESALE SUPPLY CO., INC. - ELECTRICAL WHOLESALE SUPPLY CO. , INC. 401(K) PROFIT SHARING PLAN (2016) Form 5500
Creator: ELECTRICAL WHOLESALE SUPPLY CO., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ELECTRICAL WHOLESALE SUPPLY CO. , INC. 401(K) PROFIT SHARING PLAN, ELECTRICAL WHOLESALE SUPPLY CO., INC.

ELECTRICAL WHOLESALE SUPPLY CO., INC.EIN 82-0254406Plan #001PY 2016

1355 FREMONT AVE - IDAHO FALLS, ID 83402208-523-2901electricalwholesale.comLinkedIn51-200 employeeswholesale

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$5.5M

+12.7% from 2015

Total participants

103

+10.8% from 2015

Average account balance

$59,999

-1.0% from 2015

Annual return

9.42%

+11.94 pp from 2015

Benchmarks

See 9,335 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants25-99

Cohort9,335 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$12.42M

Not enough data

1 years with asset history on file

Average account balance

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

$84K

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.

147

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.

84.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$928K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+12.02%

Not enough data

1 years with return on file

Admin fee / account holder

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

$375

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

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 codes2E2F2H2J2T3D

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).
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.
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.
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

$226K

$2487 / participant

Other / not subdivided$226K100.0%

% of EOY assets

4.146%

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

$59,999

$69,977-14.3%

$108,582-44.7%

$62,881-4.6%

Participation rate

86.8%

72.9%+13.9pp

79.6%+7.2pp

69.3%+17.5pp

Annual return

9.42%

10.73%-1.3pp

-51.70%+61.1pp

20.14%-10.7pp

Employer contribution / active EE

$2,198

$2,135+2.9%

$3,758-41.5%

$2,281-3.6%

Participant deferral / active EE

$2,011

$3,165-36.5%

$4,311-53.4%

$3,203-37.2%

Admin fee / account holder

$2,487

$5,076-51.0%

$7,645-67.5%

$4,296-42.1%

ELECTRICAL WHOLESALE SUPPLY CO. , INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ELECTRICAL WHOLESALE SUPPLY CO. , INC. 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