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 (2018) 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 2018

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

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$9.3M

+12.8% from 2017

Total participants

-2.6% from 2017

Average account balance

$252,584

+15.8% from 2017

Annual return

9.13%

+2.14 pp from 2017

Benchmarks

See 15,016 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants25-99

Cohort15,016 peers

Snapshot2018

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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$328K

$9122 / participant

Other / not subdivided$328K100.0%

% of EOY assets

3.514%

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

$252,584

$57,352+340.4%

$83,831+201.3%

$64,173+293.6%

Participation rate

100.0%

68.6%+31.4pp

76.1%+23.9pp

69.6%+30.4pp

Annual return

9.13%

11.38%-2.3pp

850.99%-841.9pp

7.63%+1.5pp

Employer contribution / active EE

$15,547

$2,546+510.8%

$3,631+328.2%

$2,381+553.0%

Participant deferral / active EE

$2,993-100.0%

$4,082-100.0%

$3,470-100.0%

Admin fee / account holder

$8,875

$4,046+119.3%

$5,479+62.0%

$4,887+81.6%

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