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 (2022) 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 2022

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

-12.6% from 2021

Total participants

0.0% from 2021

Average account balance

$472,811

-12.6% from 2021

Annual return

-12.08%

-27.27 pp from 2021

Benchmarks

See 1,423 peers

Peer group

Industry49 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort1,423 peers

Snapshot2022

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

$65K

$16206 / participant

Other / not subdivided$65K100.0%

% of EOY assets

3.428%

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

$472,811

$117,777+301.4%

$71,778+558.7%

$134,545+251.4%

Participation rate

100.0%

68.9%+31.1pp

62.3%+37.7pp

81.2%+18.8pp

Annual return

-12.08%

25.46%-37.5pp

9.15%-21.2pp

418.37%-430.5pp

Employer contribution / active EE

$8,750

$2,525+246.5%

$1,704+413.4%

$4,742+84.5%

Participant deferral / active EE

$4,875

$3,756+29.8%

$2,656+83.5%

$6,401-23.8%

Admin fee / account holder

$16,206

$6,379+154.1%

$3,974+307.9%

$11,431+41.8%

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