Retirement plan

EL & EL WOOD PRODUCTS 401(K) PROFIT SHARING PLAN

Name: EL & EL WOOD PRODUCTS CORP. - EL & EL WOOD PRODUCTS 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: EL & EL WOOD PRODUCTS CORP.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EL & EL WOOD PRODUCTS 401(K) PROFIT SHARING PLAN, EL & EL WOOD PRODUCTS CORP.

EL & EL WOOD PRODUCTS CORP.EIN 95-2510952Plan #002PY 2017

6011 SCHAEFER AVENUE - CHINO, CA 91710909-591-0339

Other plans on this EIN

4 filings

#003Retirement--#004Retirement--#005Retirement--#006Retirement--

Prospect flagsLow assets / participantLow participant contribution

How to read this page

Total assets (EOY)

$9.4M

+83.7% from 2016

Total participants

430

+244.0% from 2016

Average account balance

$25,743

-44.6% from 2016

Annual return

68.42%

+57.18 pp from 2016

Benchmarks

See 1,232 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants250-999

Cohort1,232 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$865K

Not enough data

1 years with asset history on file

Average account balance

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

$3K

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.

260

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.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+9.31%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 1 by compensation

Provider	Service type	Compensation
INNOVATIVE PENSION1 year Service code 12 · EIN 33-0166640 12975 BROOKPRINTER PLACE, SUITE 200 · POWAY, CA 92064	Recordkeeping fees; Other investment ...	$13,017

Plan features & details

Pension benefit codes2E2J2F2G3D

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

2 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$23K

$63 / participant

Contract admin$13K55.6%
Other / not subdivided$10K44.4%

% of EOY assets

0.249%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: WHITE NELSON DIEHL EVANS, LLP
Auditor EIN: 330686301
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$25,743

$71,666-64.1%

$117,861-78.2%

$69,631-63.0%

Participation rate

82.5%

77.5%+5.0pp

79.7%+2.9pp

70.7%+11.8pp

Annual return

68.42%

18.86%+49.6pp

335.11%-266.7pp

27571.02%-27502.6pp

Employer contribution / active EE

$2,010

$1,889+6.4%

$3,786-46.9%

$2,032-1.1%

Participant deferral / active EE

$1,218

$3,340-63.5%

$4,482-72.8%

$3,224-62.2%

Admin fee / account holder

$64

$120-46.7%

$8,021-99.2%

$110-41.9%

Provider

Service type

Compensation

INNOVATIVE PENSION1 year

Service code 12 · EIN 33-0166640

12975 BROOKPRINTER PLACE, SUITE 200 · POWAY, CA 92064

Recordkeeping fees; Other investment ...

$13,017

EL & EL WOOD PRODUCTS 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EL & EL WOOD PRODUCTS 401(K) 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