Retirement plan

PEPPERDASH TECHNOLOGY CORPORATION 401(K) PLAN

Name: PEPPERDASH TECHNOLOGY CORPORATION - PEPPERDASH TECHNOLOGY CORPORATION 401(K) PLAN (2023) Form 5500
Creator: PEPPERDASH TECHNOLOGY CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PEPPERDASH TECHNOLOGY CORPORATION 401(K) PLAN, PEPPERDASH TECHNOLOGY CORPORATION

PEPPERDASH TECHNOLOGY CORPORATIONEIN 04-3524166Plan #001PY 2023

27 CONGRESS STREET, SUITE 104 - SALEM, MA 01970617-208-0123

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$3.5M

+31.9% from 2022

Total participants

+5.6% from 2022

Average account balance

$113,338

+31.9% from 2022

Annual return

24.59%

+45.72 pp from 2022

Benchmarks

See 28,703 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort28,703 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.48M

Not enough data

1 years with asset history on file

Average account balance

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

$124K

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.

78.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$207K

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

+21.50%

Not enough data

1 years with return on file

Admin fee / account holder

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

$20

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 codes2F2G2J2T3D

Plan features

2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$872

$30 / participant

Other / not subdivided$872100.0%

% of EOY assets

0.025%

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

$113,338

$93,617+21.1%

$135,982-16.7%

$75,177+50.8%

Participation rate

75.9%

75.2%+0.7pp

81.9%-6.1pp

67.2%+8.7pp

Annual return

24.59%

30.89%-6.3pp

68.32%-43.7pp

160.75%-136.2pp

Employer contribution / active EE

$703

$3,538-80.1%

$4,859-85.5%

$2,671-73.7%

Participant deferral / active EE

$5,995

$6,406-6.4%

$7,760-22.7%

$4,126+45.3%

Admin fee / account holder

$28

$6,980-99.6%

$10,767-99.7%

$5,651-99.5%

PEPPERDASH TECHNOLOGY CORPORATION 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PEPPERDASH TECHNOLOGY CORPORATION 401(K) 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