Retirement plan

HENRY QUENTZEL PLUMBING SUPPLY CO., INC. 401 (K) PROFIT SHARING PLAN

Name: HENRY QUENTZEL PLUMBING SUPPLY CO., INC. - HENRY QUENTZEL PLUMBING SUPPLY CO., INC. 401 (K) PROFIT SHARING PLAN (2017) Form 5500
Creator: HENRY QUENTZEL PLUMBING SUPPLY CO., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HENRY QUENTZEL PLUMBING SUPPLY CO., INC. 401 (K) PROFIT SHARING PLAN, HENRY QUENTZEL PLUMBING SUPPLY CO., INC.

HENRY QUENTZEL PLUMBING SUPPLY CO., INC.EIN 11-1890819Plan #002PY 2017

379 THROOP AVENUE - BROOKLYN, NY 11221718-455-6600quentzel.comLinkedIn1-10 employeeswholesale

Prospect flagsLow returnsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$12.6M

+11.0% from 2016

Total participants

+5.0% from 2016

Average account balance

$631,698

+11.0% from 2016

Annual return

8.16%

+1.51 pp from 2016

Benchmarks

See 22,202 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,202 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$18.51M

Not enough data

1 years with asset history on file

Average account balance

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

$1.0M

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.

128.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$447K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$32K

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

+13.38%

Not enough data

1 years with return on file

Admin fee / account holder

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

$12514

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

3 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$98K

$5173 / participant

Other / not subdivided$98K100.0%

% of EOY assets

0.778%

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

$631,698

$144,130+338.3%

$117,861+436.0%

$147,586+328.0%

Participation rate

94.7%

83.4%+11.3pp

79.7%+15.1pp

82.8%+11.9pp

Annual return

8.16%

531.20%-523.0pp

335.11%-326.9pp

578.59%-570.4pp

Employer contribution / active EE

$9,349

$4,897+90.9%

$3,786+146.9%

$4,876+91.7%

Participant deferral / active EE

$12,585

$5,316+136.7%

$4,482+180.8%

$5,439+131.4%

Admin fee / account holder

$4,914

$10,887-54.9%

$8,021-38.7%

$10,886-54.9%

HENRY QUENTZEL PLUMBING SUPPLY CO., INC. 401 (K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HENRY QUENTZEL PLUMBING SUPPLY CO., INC. 401 (K) 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