Retirement plan

CHEX FINER FOODS, INC. EMPLOYEES RETIREMENT PLAN

Name: CHEX FINER FOODS, INC - CHEX FINER FOODS, INC. EMPLOYEES RETIREMENT PLAN (2018) Form 5500
Creator: CHEX FINER FOODS, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHEX FINER FOODS, INC. EMPLOYEES RETIREMENT PLAN, CHEX FINER FOODS, INC

CHEX FINER FOODS, INCEIN 04-2386692Plan #002PY 2018

71 HAMPDEN ROAD - MANSFIELD, MA 027034625800-227-8114chexfoods.comLinkedIn51-200 employeeswholesale

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3.9M

-36.2% from 2017

Total participants

-9.2% from 2017

Average account balance

$59,143

-34.3% from 2017

Annual return

41.93%

+30.07 pp from 2017

Benchmarks

See 9,277 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants25-99

Cohort9,277 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.15M

Not enough data

1 years with asset history on file

Average account balance

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

$83K

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.

81.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$666K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+12.94%

Not enough data

1 years with return on file

Admin fee / account holder

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

$18021

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

$5.2M

$77170 / participant

Other / not subdivided$5M100.0%

% of EOY assets

132.457%

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

$59,143

$72,404-18.3%

$110,243-46.4%

$64,173-7.8%

Participation rate

80.6%

73.3%+7.3pp

79.8%+0.8pp

69.6%+11.0pp

Annual return

41.93%

-6.29%+48.2pp

314.76%-272.8pp

7.63%+34.3pp

Employer contribution / active EE

$2,223

$2,282-2.6%

$3,827-41.9%

$2,381-6.6%

Participant deferral / active EE

$3,578

$3,469+3.1%

$4,672-23.4%

$3,470+3.1%

Admin fee / account holder

$78,339

$5,664+1283.0%

$8,548+816.5%

$4,887+1502.9%

CHEX FINER FOODS, INC. EMPLOYEES RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CHEX FINER FOODS, INC. EMPLOYEES RETIREMENT 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