Retirement plan

POYANT SIGNS, INC. PROFIT SHARING PLAN

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

POYANT SIGNS, INC.EIN 04-2231947Plan #001PY 2015

125 SAMUEL BARNET BOULEVARD - NEW BEDFORD, MA 02745508-995-1777

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3M

No prior year

Total participants

No prior year

Average account balance

$53,182

No prior year

Annual return

-1.28%

No prior year

Benchmarks

See 22,773 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort22,773 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.77M

Not enough data

1 years with asset history on file

Average account balance

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

$58K

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.

182.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$438K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+7.34%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5538

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 codes2E2J3D

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.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

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

$597K

$11259 / participant

Other / not subdivided$597K100.0%

% of EOY assets

20.037%

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

$53,182

$72,177-26.3%

$115,037-53.8%

$59,633-10.8%

Participation rate

71.7%

72.6%-0.9pp

81.4%-9.7pp

68.7%+3.0pp

Annual return

-1.28%

12.02%-13.3pp

26.14%-27.4pp

2041.40%-2042.7pp

Employer contribution / active EE

$2,841-100.0%

$4,608-100.0%

$2,203-100.0%

Participant deferral / active EE

$2,596

$4,783-45.7%

$6,026-56.9%

$3,192-18.7%

Admin fee / account holder

$10,656

$4,927+116.3%

$8,175+30.3%

$4,297+148.0%

POYANT SIGNS, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

POYANT SIGNS, INC. 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