Retirement plan

UEC HOLDINGS, INC. UEC HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Name: UEC HOLDINGS, INC. - UEC HOLDINGS, INC. UEC HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN (2019) Form 5500
Creator: UEC HOLDINGS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, UEC HOLDINGS, INC. UEC HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN, UEC HOLDINGS, INC.

UEC HOLDINGS, INC.EIN 83-2854715Plan #001PY 2019

4333 ROBARDS LANE - LOUISVILLE, KY 40218502-459-5242LinkedIn1-10 employeesconstruction

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.9M

No prior year

Total participants

No prior year

Average account balance

$93,308

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 3,605 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants25-99

Cohort3,605 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.70M

Not enough data

1 years with asset history on file

Average account balance

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

$137K

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.

27.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$191K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+9.89%

Not enough data

1 years with return on file

Admin fee / account holder

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

$22490

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 codes2E2P3I

Plan features

2E
Profit-sharing
Profit-sharing plan.
2P
Leveraged ESOP
Employee stock ownership plan that acquires employer securities with borrowed money or other debt-financing techniques.
3I
Employer securities investment required
Plan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.

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

$144K

$4500 / participant

Other / not subdivided$144K100.0%

% of EOY assets

4.978%

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

$93,308

$65,395+42.7%

$182,540-48.9%

$72,975+27.9%

Participation rate

93.8%

65.4%+28.3pp

78.0%+15.8pp

69.5%+24.3pp

Annual return

0.00%

27.68%-27.7pp

148.58%-148.6pp

81.01%-81.0pp

Employer contribution / active EE

$18,750

$1,911+881.1%

$4,076+360.1%

$2,440+668.4%

Participant deferral / active EE

$3,563-100.0%

$5,525-100.0%

$3,608-100.0%

Admin fee / account holder

$4,645

$4,245+9.4%

$8,593-45.9%

$5,124-9.3%

UEC HOLDINGS, INC. UEC HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

UEC HOLDINGS, INC. UEC HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP 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