Retirement plan

EHS-ALASKA, INC. 401(K) PLAN & TRUST

Name: ENVIRONMENTAL HEALTH SCIENCES- ALASKA, INC. - EHS-ALASKA, INC. 401(K) PLAN & TRUST (2022) Form 5500
Creator: ENVIRONMENTAL HEALTH SCIENCES- ALASKA, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EHS-ALASKA, INC. 401(K) PLAN & TRUST, ENVIRONMENTAL HEALTH SCIENCES- ALASKA, INC.

ENVIRONMENTAL HEALTH SCIENCES- ALASKA, INC.EIN 92-0120819Plan #002PY 2022

11901 BUSINESS BLVD., SUITE 208 - EAGLE RIVER, AK 99577800-340-3022

Other plans on this EIN

1 filing

#001Retirement-$373K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$996K

+4.1% from 2021

Total participants

+37.5% from 2021

Average account balance

$90,519

-24.3% from 2021

Annual return

-1.26%

-12.79 pp from 2021

Benchmarks

See 133,844 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort133,844 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.37M

Not enough data

1 years with asset history on file

Average account balance

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

$124K

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.

183.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$63K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+10.45%

Not enough data

1 years with return on file

Admin fee / account holder

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

$28894

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

$15K

$2203 / participant

Other / not subdivided$15K100.0%

% of EOY assets

1.548%

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

$90,519

$138,114-34.5%

$125,391-27.8%

$134,545-32.7%

Participation rate

100.0%

84.5%+15.5pp

82.4%+17.6pp

81.2%+18.8pp

Annual return

-1.26%

750.88%-752.1pp

572.41%-573.7pp

418.37%-419.6pp

Employer contribution / active EE

$5,246-100.0%

$4,816-100.0%

$4,742-100.0%

Participant deferral / active EE

$7,308

$7,801-6.3%

$7,448-1.9%

$6,401+14.2%

Admin fee / account holder

$1,402

$11,570-87.9%

$10,009-86.0%

$11,431-87.7%

EHS-ALASKA, INC. 401(K) PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EHS-ALASKA, INC. 401(K) PLAN & TRUST

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