Retirement plan

THE WILLIAM C. EARHART COMPANY, INC. 401(K) PROFIT

Name: THE WILLIAM C. EARHART COMPANY INC - THE WILLIAM C. EARHART COMPANY, INC. 401(K) PROFIT (2017) Form 5500
Creator: THE WILLIAM C. EARHART COMPANY INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE WILLIAM C. EARHART COMPANY, INC. 401(K) PROFIT, THE WILLIAM C. EARHART COMPANY INC

THE WILLIAM C. EARHART COMPANY INCEIN 93-0509592Plan #002PY 2017

PO BOX 4148 - PORTLAND, OR 972084148503-282-5581wcearhart.comLinkedIn51-200 employeesmanagement consulting

Other plans on this EIN

1 filing

#001Retirement-$1.0M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$932K

+24.3% from 2016

Total participants

+16.7% from 2016

Average account balance

$16,949

+24.3% from 2016

Annual return

14.88%

+13.60 pp from 2016

Benchmarks

See 3,723 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants25-99

Cohort3,723 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.50M

Not enough data

1 years with asset history on file

Average account balance

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

$38K

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.

65.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$105K

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

+11.50%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3409

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 codes2E2G2J

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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$14K

$196 / participant

Other / not subdivided$14K100.0%

% of EOY assets

1.469%

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

$16,949

$47,848-64.6%

$81,473-79.2%

$70,126-75.8%

Participation rate

78.6%

58.3%+20.3pp

68.0%+10.6pp

69.5%+9.0pp

Annual return

14.88%

27.25%-12.4pp

38.78%-23.9pp

73.15%-58.3pp

Employer contribution / active EE

$1,527-100.0%

$2,568-100.0%

$2,343-100.0%

Participant deferral / active EE

$1,158

$2,453-52.8%

$3,537-67.3%

$3,332-65.3%

Admin fee / account holder

$249

$3,145-92.1%

$4,561-94.5%

$4,645-94.6%

THE WILLIAM C. EARHART COMPANY, INC. 401(K) PROFIT

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE WILLIAM C. EARHART COMPANY, INC. 401(K) PROFIT

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