Retirement plan

EPAC TECHNOLOGIES, INC. 401K PLAN

Name: EPAC TECHNOLOGIES, INC. - EPAC TECHNOLOGIES, INC. 401K PLAN (2016) Form 5500
Creator: EPAC TECHNOLOGIES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EPAC TECHNOLOGIES, INC. 401K PLAN, EPAC TECHNOLOGIES, INC.

EPAC TECHNOLOGIES, INC.EIN 94-3315945Plan #001PY 2016

2561 GRANT AVENUE - SAN LEANDRO, CA 94579510-317-7979epac.comLinkedIn201-500 employeesmedia production

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$1.3M

+13.4% from 2015

Total participants

+11.1% from 2015

Average account balance

$71,092

+13.4% from 2015

Annual return

6.42%

+7.17 pp from 2015

Benchmarks

See 6,045 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort6,045 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.07M

Not enough data

1 years with asset history on file

Average account balance

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

$188K

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.

35.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$126K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+10.25%

Not enough data

1 years with return on file

Admin fee / account holder

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

$122

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 codes2E2F2G2J2T3D

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.
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.
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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$4K

$57 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.287%

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

$71,092

$58,828+20.8%

$78,002-8.9%

$62,881+13.1%

Participation rate

18.8%

71.1%-52.3pp

75.5%-56.8pp

69.3%-50.6pp

Annual return

6.42%

17.16%-10.7pp

425.99%-419.6pp

20.14%-13.7pp

Employer contribution / active EE

$1,672-100.0%

$2,470-100.0%

$2,281-100.0%

Participant deferral / active EE

$1,284

$2,686-52.2%

$3,497-63.3%

$3,203-59.9%

Admin fee / account holder

$204

$4,393-95.4%

$5,481-96.3%

$4,296-95.3%

EPAC TECHNOLOGIES, INC. 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EPAC TECHNOLOGIES, INC. 401K 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