Retirement plan

CORPORATE AIR MECHANICAL SERVICES 401(K) PLAN

Name: CORPORATE AIR MECHANICAL SERVICES - CORPORATE AIR MECHANICAL SERVICES 401(K) PLAN (2016) Form 5500
Creator: CORPORATE AIR MECHANICAL SERVICES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CORPORATE AIR MECHANICAL SERVICES 401(K) PLAN, CORPORATE AIR MECHANICAL SERVICES

CORPORATE AIR MECHANICAL SERVICESEIN 88-0392605Plan #001PY 2016

7350 DEAN MARTIN DR S-307 - LAS VEGAS, NV 89139702-739-9330

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$1.8M

+34.1% from 2015

Total participants

+5.9% from 2015

Average account balance

$105,189

+26.2% from 2015

Annual return

20.12%

+22.92 pp from 2015

Benchmarks

See 35,835 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort35,835 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$14K

Not enough data

1 years with asset history on file

Average account balance

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

$3K

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.

80.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$159K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$32K

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

+6.81%

Not enough data

1 years with return on file

Admin fee / account holder

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

$950014

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

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$2K

$190 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.127%

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

$105,189

$99,345+5.9%

$84,753+24.1%

$273,972-61.6%

Participation rate

91.7%

80.7%+11.0pp

76.6%+15.1pp

83.0%+8.7pp

Annual return

20.12%

22.93%-2.8pp

22.78%-2.7pp

41.46%-21.3pp

Employer contribution / active EE

$6,407

$4,214+52.0%

$3,574+79.2%

$4,869+31.6%

Participant deferral / active EE

$9,334

$4,270+118.6%

$3,712+151.5%

$5,287+76.5%

Admin fee / account holder

$134

$6,645-98.0%

$5,333-97.5%

$10,133-98.7%

CORPORATE AIR MECHANICAL SERVICES 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CORPORATE AIR MECHANICAL SERVICES 401(K) 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