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 (2019) 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 2019

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

Prospect flagsLow returnsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$2.2M

+3.5% from 2018

Total participants

0.0% from 2018

Average account balance

$448,450

+3.5% from 2018

Annual return

3.48%

-2.06 pp from 2018

Benchmarks

See 1,115 peers

Peer group

Industry49 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort1,115 peers

Snapshot2019

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

3 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.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$73K

$18127 / participant

Other / not subdivided$73K100.0%

% of EOY assets

3.234%

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

$448,450

$119,143+276.4%

$88,632+406.0%

$152,909+193.3%

Participation rate

100.0%

73.4%+26.6pp

68.8%+31.2pp

82.5%+17.5pp

Annual return

3.48%

48.12%-44.6pp

43.75%-40.3pp

345.46%-342.0pp

Employer contribution / active EE

$7,500

$2,675+180.4%

$2,101+257.0%

$4,764+57.4%

Participant deferral / active EE

$10,750

$3,555+202.4%

$2,917+268.6%

$5,851+83.7%

Admin fee / account holder

$14,502

$5,875+146.9%

$4,308+236.6%

$11,601+25.0%

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