Retirement plan

QUAKER SUGAR COMPANY PROFIT SHARING & 401(K) PLAN

Name: QUAKER SUGAR CO., INC. - QUAKER SUGAR COMPANY PROFIT SHARING & 401(K) PLAN (2018) Form 5500
Creator: QUAKER SUGAR CO., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, QUAKER SUGAR COMPANY PROFIT SHARING & 401(K) PLAN, QUAKER SUGAR CO., INC.

QUAKER SUGAR CO., INC.EIN 11-1876733Plan #001PY 2018

100 ANDREWS ROAD - HICKSVILLE, NY 11801718-387-6500quakersugar.comLinkedIn1-10 employeeswholesale

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$2.3M

+0.3% from 2017

Total participants

+50.0% from 2017

Average account balance

$258,048

-33.1% from 2017

Annual return

-1.36%

-26.78 pp from 2017

Benchmarks

See 22,375 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,375 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.47M

Not enough data

1 years with asset history on file

Average account balance

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

$559K

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

$116K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+21.33%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2H2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.
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

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

$41K

$5097 / participant

Other / not subdivided$41K100.0%

% of EOY assets

1.756%

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

$258,048

$135,639+90.2%

$110,241+134.1%

$135,382+90.6%

Participation rate

100.0%

83.5%+16.5pp

79.8%+20.2pp

82.6%+17.4pp

Annual return

-1.36%

513.21%-514.6pp

314.75%-316.1pp

519.77%-521.1pp

Employer contribution / active EE

$3,462

$4,907-29.4%

$3,827-9.5%

$4,779-27.5%

Participant deferral / active EE

$6,492

$5,507+17.9%

$4,672+39.0%

$5,609+15.8%

Admin fee / account holder

$4,531

$11,457-60.5%

$8,548-47.0%

$10,829-58.2%

QUAKER SUGAR COMPANY PROFIT SHARING & 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

QUAKER SUGAR COMPANY PROFIT SHARING & 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