Retirement plan

ECOTRUST DEFINED CONTRIBUTION RETIREMENT PLAN

Name: ECOTRUST - ECOTRUST DEFINED CONTRIBUTION RETIREMENT PLAN (2019) Form 5500
Creator: ECOTRUST
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ECOTRUST DEFINED CONTRIBUTION RETIREMENT PLAN, ECOTRUST

ECOTRUSTEIN 93-1050144Plan #002PY 2019

721 NW 9TH AVENUE SUITE 200 - PORTLAND, OR 97209503-227-6225ecotrust.orgLinkedIn51-200 employeesenvironmental services

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$5.9M

-1.9% from 2018

Total participants

-18.3% from 2018

Average account balance

$65,287

+25.0% from 2018

Annual return

20.98%

+27.18 pp from 2018

Benchmarks

See 25,916 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort25,916 peers

Snapshot2019

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$8.54M

Not enough data

1 years with asset history on file

Average account balance

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

$76K

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.

112

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.

164.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$688K

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

+25.39%

Not enough data

1 years with return on file

Admin fee / account holder

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

$8272

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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 codes2T2M2E2A2G2F

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
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.

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

$2.1M

$35748 / participant

Other / not subdivided$2M100.0%

% of EOY assets

35.500%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$65,287

$89,355-26.9%

$141,162-53.8%

$72,985-10.5%

Participation rate

88.1%

75.1%+13.0pp

82.5%+5.7pp

69.5%+18.6pp

Annual return

20.98%

111.85%-90.9pp

71.39%-50.4pp

81.00%-60.0pp

Employer contribution / active EE

$4,809

$3,114+54.4%

$4,735+1.6%

$2,440+97.1%

Participant deferral / active EE

$7,143

$5,418+31.8%

$6,709+6.5%

$3,607+98.0%

Admin fee / account holder

$23,177

$5,958+289.0%

$10,261+125.9%

$5,124+352.3%

ECOTRUST DEFINED CONTRIBUTION RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ECOTRUST DEFINED CONTRIBUTION 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