Retirement plan

PROFIT SHARING PLAN OF ASSOCIATED ELECTRICS, INC.

Name: ASSOCIATED ELECTRICS, INC. - PROFIT SHARING PLAN OF ASSOCIATED ELECTRICS, INC. (2016) Form 5500
Creator: ASSOCIATED ELECTRICS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PROFIT SHARING PLAN OF ASSOCIATED ELECTRICS, INC., ASSOCIATED ELECTRICS, INC.

ASSOCIATED ELECTRICS, INC.dba TEAM ASSOCIATEDEIN 95-3215841Plan #001PY 2016

26021 COMMERCENTRE DR - LAKE FOREST, CA 926308853949-544-7500associatedelectrics.comLinkedIn11-50 employeesconsumer goods

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$2.3M

+5.0% from 2015

Total participants

+6.1% from 2015

Average account balance

$44,350

-1.1% from 2015

Annual return

5.01%

+5.31 pp from 2015

Benchmarks

See 15,087 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort15,087 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.77M

Not enough data

1 years with asset history on file

Average account balance

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

$61K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$110K

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

-11.61%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2280

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 codes2E

Plan features

2E
Profit-sharing
Profit-sharing plan.

Opportunity flags

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$15K

$291 / participant

Other / not subdivided$15K100.0%

% of EOY assets

0.656%

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

$44,350

$60,349-26.5%

$74,184-40.2%

$62,881-29.5%

Participation rate

100.0%

72.7%+27.3pp

76.6%+23.4pp

69.3%+30.7pp

Annual return

5.01%

21.38%-16.4pp

17.74%-12.7pp

20.14%-15.1pp

Employer contribution / active EE

$1,680-100.0%

$2,370-100.0%

$2,281-100.0%

Participant deferral / active EE

$2,856-100.0%

$3,550-100.0%

$3,203-100.0%

Admin fee / account holder

$291

$4,261-93.2%

$5,586-94.8%

$4,296-93.2%

PROFIT SHARING PLAN OF ASSOCIATED ELECTRICS, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PROFIT SHARING PLAN OF ASSOCIATED ELECTRICS, INC.

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