Retirement plan

ENFORCEMENT TECHNOLOGY GROUP, INC. RETIREMENT PLAN

Name: ENFORCEMENT TECHNOLOGY GROUP, INC. - ENFORCEMENT TECHNOLOGY GROUP, INC. RETIREMENT PLAN (2015) Form 5500
Creator: ENFORCEMENT TECHNOLOGY GROUP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ENFORCEMENT TECHNOLOGY GROUP, INC. RETIREMENT PLAN, ENFORCEMENT TECHNOLOGY GROUP, INC.

ENFORCEMENT TECHNOLOGY GROUP, INC.EIN 88-0471725Plan #001PY 2015

107 W. MAIN STREET - LITTLE CHUTE, WI 54140414-276-4471etgi.usLinkedIn1-10 employeesmilitary

Prospect flagsLow returnsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$305K

No prior year

Total participants

No prior year

Average account balance

$33,875

No prior year

Annual return

-6.91%

No prior year

Benchmarks

See 18,781 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort18,781 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$398K

Not enough data

1 years with asset history on file

Average account balance

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

$66K

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

$16K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+18.99%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2275

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 codes2E2F2G2J2T3D

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.
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

3 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
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

$233K

$23256 / participant

Other / not subdivided$233K100.0%

% of EOY assets

76.280%

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

$33,875

$113,935-70.3%

$94,224-64.0%

$125,393-73.0%

Participation rate

80.0%

82.9%-2.9pp

78.8%+1.2pp

83.2%-3.2pp

Annual return

-6.91%

5.29%-12.2pp

10.68%-17.6pp

282.23%-289.1pp

Employer contribution / active EE

$1,234

$4,727-73.9%

$3,587-65.6%

$4,866-74.6%

Participant deferral / active EE

$1,710

$5,179-67.0%

$4,320-60.4%

$5,351-68.1%

Admin fee / account holder

$25,840

$8,391+207.9%

$6,269+312.2%

$9,541+170.8%

ENFORCEMENT TECHNOLOGY GROUP, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ENFORCEMENT TECHNOLOGY GROUP, INC. RETIREMENT 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