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 (2020) 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 2020

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)

$1.9M

-17.0% from 2019

Total participants

-20.0% from 2019

Average account balance

$465,212

+3.7% from 2019

Annual return

6.62%

+3.14 pp from 2019

Benchmarks

See 1,131 peers

Peer group

Industry49 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort1,131 peers

Snapshot2020

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

$555K

$138724 / participant

Other / not subdivided$555K100.0%

% of EOY assets

29.819%

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

$465,212

$129,476+259.3%

$93,515+397.5%

$158,982+192.6%

Participation rate

100.0%

71.0%+29.0pp

66.8%+33.2pp

82.0%+18.0pp

Annual return

6.62%

118.56%-111.9pp

78.21%-71.6pp

302.99%-296.4pp

Employer contribution / active EE

$6,250

$2,717+130.0%

$2,077+200.9%

$4,763+31.2%

Participant deferral / active EE

$3,916-100.0%

$3,129-100.0%

$5,983-100.0%

Admin fee / account holder

$138,724

$7,396+1775.5%

$5,235+2549.8%

$11,252+1132.9%

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