Retirement plan

ENVIRONMENTAL SYSTEMS, INC. OF NORTHERN CALIFORNIA EMPLOYEES' PROFIT SHARING PLAN

Name: ENVIRONMENTAL SYSTEMS INC. OF NORTHERN CALIFORNIA - ENVIRONMENTAL SYSTEMS, INC. OF NORTHERN CALIFORNIA EMPLOYEES' PROFIT SHARING PLAN (2016) Form 5500
Creator: ENVIRONMENTAL SYSTEMS INC. OF NORTHERN CALIFORNIA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ENVIRONMENTAL SYSTEMS, INC. OF NORTHERN CALIFORNIA EMPLOYEES' PROFIT SHARING PLAN, ENVIRONMENTAL SYSTEMS INC. OF NORTHERN CALIFORNIA

ENVIRONMENTAL SYSTEMS INC. OF NORTHERN CALIFORNIAEIN 94-2298197Plan #001PY 2016

3353 DE LA CRUZ BOULEVARD - SANTA CLARA, CA 95054408-980-1711

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$7.5M

No prior year

Total participants

No prior year

Average account balance

$232,877

No prior year

Annual return

10.27%

No prior year

Benchmarks

See 13,704 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants25-99

Cohort13,704 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$17.21M

Not enough data

1 years with asset history on file

Average account balance

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

$453K

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.

105.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$618K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+8.81%

Not enough data

1 years with return on file

Admin fee / account holder

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

$57713

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 codes2E2H3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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

$64K

$2148 / participant

Other / not subdivided$64K100.0%

% of EOY assets

0.865%

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

$232,877

$56,894+309.3%

$84,753+174.8%

$62,881+270.3%

Participation rate

96.7%

68.5%+28.1pp

76.6%+20.1pp

69.3%+27.4pp

Annual return

10.27%

6.30%+4.0pp

22.78%-12.5pp

20.14%-9.9pp

Employer contribution / active EE

$14,808

$2,400+517.0%

$3,574+314.3%

$2,281+549.2%

Participant deferral / active EE

$2,709-100.0%

$3,712-100.0%

$3,203-100.0%

Admin fee / account holder

$2,014

$3,581-43.8%

$5,333-62.2%

$4,296-53.1%

ENVIRONMENTAL SYSTEMS, INC. OF NORTHERN CALIFORNIA EMPLOYEES' PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ENVIRONMENTAL SYSTEMS, INC. OF NORTHERN CALIFORNIA EMPLOYEES' PROFIT SHARING 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