Retirement plan

HENRY W. PEABODY & CO., INC. 401(K) PLAN AND TRUST

Name: HENRY W. PEABODY & CO., INC. - HENRY W. PEABODY & CO., INC. 401(K) PLAN AND TRUST (2017) Form 5500
Creator: HENRY W. PEABODY & CO., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HENRY W. PEABODY & CO., INC. 401(K) PLAN AND TRUST, HENRY W. PEABODY & CO., INC.

HENRY W. PEABODY & CO., INC.EIN 04-1711260Plan #003PY 2017

200 BROADWAY SUITE 301 - LYNNFIELD, MA 01940781-447-0800hwpeabody.comLinkedIn1-10 employeesimport and export

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$2M

+10.5% from 2016

Total participants

0.0% from 2016

Average account balance

$405,792

+10.5% from 2016

Annual return

10.26%

+0.48 pp from 2016

Benchmarks

See 945 peers

Peer group

Industry49 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort945 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.41M

Not enough data

1 years with asset history on file

Average account balance

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

$602K

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

$92K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$23K

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

+10.74%

Not enough data

1 years with return on file

Admin fee / account holder

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

$15416

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 codes2E2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$44K

$8833 / participant

Other / not subdivided$44K100.0%

% of EOY assets

2.177%

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

$405,792

$102,547+295.7%

$78,210+418.8%

$147,586+175.0%

Participation rate

100.0%

74.4%+25.6pp

68.7%+31.3pp

82.8%+17.2pp

Annual return

10.26%

51.08%-40.8pp

40.90%-30.6pp

578.59%-568.3pp

Employer contribution / active EE

$6,000

$2,617+129.3%

$2,034+195.0%

$4,876+23.0%

Participant deferral / active EE

$3,600

$3,481+3.4%

$2,823+27.5%

$5,439-33.8%

Admin fee / account holder

$8,833

$5,059+74.6%

$3,758+135.0%

$10,886-18.9%

HENRY W. PEABODY & CO., INC. 401(K) PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HENRY W. PEABODY & CO., INC. 401(K) PLAN AND TRUST

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