Retirement plan

AMTEC INDUSTRIES, INC. 401-K PLAN

Name: AMTEC INDUSTRIES, INC. 401-K PLAN - AMTEC INDUSTRIES, INC. 401-K PLAN (2017) Form 5500
Creator: AMTEC INDUSTRIES, INC. 401-K PLAN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AMTEC INDUSTRIES, INC. 401-K PLAN, AMTEC INDUSTRIES, INC. 401-K PLAN

AMTEC INDUSTRIES, INC. 401-K PLANEIN 94-2943292Plan #001PY 2017

7079 COMMERCE CIRCLE - PLEASANTON, CA 94588510-887-2289

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3.8M

+18.0% from 2016

Total participants

+2.2% from 2016

Average account balance

$104,712

+8.1% from 2016

Annual return

16.49%

+11.39 pp from 2016

Benchmarks

See 9,328 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants25-99

Cohort9,328 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.73M

Not enough data

1 years with asset history on file

Average account balance

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

$194K

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.

104.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$480K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+17.50%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5533

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 codes2E2F2G2J3D

Plan features

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.
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

$288K

$8008 / participant

Other / not subdivided$288K100.0%

% of EOY assets

7.648%

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

$104,712

$78,705+33.0%

$117,860-11.2%

$70,124+49.3%

Participation rate

72.2%

73.2%-1.0pp

79.7%-7.4pp

69.5%+2.7pp

Annual return

16.49%

23.30%-6.8pp

335.10%-318.6pp

73.14%-56.7pp

Employer contribution / active EE

$3,738

$2,223+68.1%

$3,786-1.3%

$2,342+59.6%

Participant deferral / active EE

$5,596

$3,297+69.7%

$4,482+24.9%

$3,332+68.0%

Admin fee / account holder

$8,008

$5,065+58.1%

$8,021-0.2%

$4,645+72.4%

AMTEC INDUSTRIES, INC. 401-K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AMTEC INDUSTRIES, INC. 401-K 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