Retirement plan

CONDITIONED AIRE MECHANICAL & ENGINEERING, INC. PROFIT SHARING PLAN

Name: CONDITIONED AIRE MECHANICAL & ENGINEERING, INC. - CONDITIONED AIRE MECHANICAL & ENGINEERING, INC. PROFIT SHARING PLAN (2015) Form 5500
Creator: CONDITIONED AIRE MECHANICAL & ENGINEERING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CONDITIONED AIRE MECHANICAL & ENGINEERING, INC. PROFIT SHARING PLAN, CONDITIONED AIRE MECHANICAL & ENGINEERING, INC.

CONDITIONED AIRE MECHANICAL & ENGINEERING, INC.EIN 95-4138356Plan #001PY 2015

18650 PARTHENIA STREET - NORTHRIDGE, CA 91324818-886-1995conditionedaire.comLinkedIn1-10 employees

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$1.2M

No prior year

Total participants

No prior year

Average account balance

$107,339

No prior year

Annual return

-4.02%

No prior year

Benchmarks

See 30,163 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort30,163 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.28M

Not enough data

1 years with asset history on file

Average account balance

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

$190K

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.

120.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$60K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+10.05%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7833

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 codes2E3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$15K

$1473 / participant

Other / not subdivided$15K100.0%

% of EOY assets

1.247%

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

$107,339

$87,544+22.6%

$75,784+41.6%

$125,388-14.4%

Participation rate

100.0%

80.2%+19.8pp

75.8%+24.2pp

83.2%+16.8pp

Annual return

-4.02%

13.49%-17.5pp

9.68%-13.7pp

282.24%-286.3pp

Employer contribution / active EE

$7,000

$3,930+78.1%

$3,323+110.6%

$4,866+43.9%

Participant deferral / active EE

$4,229-100.0%

$3,652-100.0%

$5,352-100.0%

Admin fee / account holder

$1,339

$6,502-79.4%

$5,300-74.7%

$9,541-86.0%

CONDITIONED AIRE MECHANICAL & ENGINEERING, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CONDITIONED AIRE MECHANICAL & ENGINEERING, INC. 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