Retirement plan

SEGUE ELECTRONICS, INC. 401K PROFIT SHARING PLAN

Name: SEGUE ELECTRONICS, INC. - SEGUE ELECTRONICS, INC. 401K PROFIT SHARING PLAN (2015) Form 5500
Creator: SEGUE ELECTRONICS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SEGUE ELECTRONICS, INC. 401K PROFIT SHARING PLAN, SEGUE ELECTRONICS, INC.

SEGUE ELECTRONICS, INC.EIN 95-4651231Plan #001PY 2015

19210 S. VERMONT AVE., BUILDING C, SUITE 310 - GARDENA, CA 90248310-643-0000segueelectronics.comLinkedIn51-200 employeeselectrical/electronic manufacturing

Other plans on this EIN

1 filing

#002Retirement-$3.3M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.4M

No prior year

Total participants

No prior year

Average account balance

$43,555

No prior year

Annual return

0.99%

No prior year

Benchmarks

See 18,780 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort18,780 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.97M

Not enough data

1 years with asset history on file

Average account balance

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

$306K

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.

144.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$73K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+12.68%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7200

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 codes2D2E2H2J

Plan features

2D
Offset plan
Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.

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

$81K

$4041 / participant

Other / not subdivided$81K100.0%

% of EOY assets

5.623%

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

$43,555

$113,941-61.8%

$94,229-53.8%

$125,389-65.3%

Participation rate

100.0%

82.9%+17.1pp

78.8%+21.2pp

83.2%+16.8pp

Annual return

0.99%

5.29%-4.3pp

10.68%-9.7pp

282.24%-281.3pp

Employer contribution / active EE

$6,408

$4,727+35.6%

$3,587+78.7%

$4,866+31.7%

Participant deferral / active EE

$6,053

$5,179+16.9%

$4,320+40.1%

$5,352+13.1%

Admin fee / account holder

$2,449

$8,392-70.8%

$6,269-60.9%

$9,541-74.3%

SEGUE ELECTRONICS, INC. 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SEGUE ELECTRONICS, INC. 401K 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