Retirement plan

PILOT CORPORATION OF AMERICA EMPLOYEES' 401(K) PLAN

Name: PILOT CORPORATION OF AMERICA - PILOT CORPORATION OF AMERICA EMPLOYEES' 401(K) PLAN (2019) Form 5500
Creator: PILOT CORPORATION OF AMERICA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PILOT CORPORATION OF AMERICA EMPLOYEES' 401(K) PLAN, PILOT CORPORATION OF AMERICA

PILOT CORPORATION OF AMERICAEIN 11-2277015Plan #002PY 2019

3855 REGENT BOULEVARD - JACKSONVILLE, FL 32224904-645-9999pilotpen.usLinkedIn201-500 employeesconsumer goods

Other plans on this EIN

2 filings

#001Retirement-$25.9M assets #003Retirement-$6.6M assets

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$10.7M

+8.8% from 2018

Total participants

-5.7% from 2018

Average account balance

$132,355

+12.8% from 2018

Annual return

23.50%

+27.65 pp from 2018

Benchmarks

See 9,236 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants25-99

Cohort9,236 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$9.66M

Not enough data

1 years with asset history on file

Average account balance

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

$193K

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.

80.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$332K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+10.12%

Not enough data

1 years with return on file

Admin fee / account holder

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

$59947

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

Top 1 by compensation

Provider	Service type	Compensation
FIDELITY INVESTMENTS INSTITUTIONAL5+ years Service code 37 · EIN 04-2647786	Loan Processing	$1,342

Plan features & details

Pension benefit codes2F2G2J2T3D3F

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.
3F
Leased employees
Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.

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

$3K

$37 / participant

Investment mgmt$2K54.8%
Other / not subdivided$1K45.2%

% of EOY assets

0.028%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: ASSURANCE DIMENSIONS
Auditor EIN: 263429295
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$132,355

$83,485+58.5%

$125,195+5.7%

$72,976+81.4%

Participation rate

77.5%

73.3%+4.2pp

79.8%-2.3pp

69.5%+8.0pp

Annual return

23.50%

25.77%-2.3pp

43.79%-20.3pp

81.02%-57.5pp

Employer contribution / active EE

$2,346-100.0%

$3,866-100.0%

$2,440-100.0%

Participant deferral / active EE

$4,795

$3,586+33.7%

$4,937-2.9%

$3,608+32.9%

Admin fee / account holder

$37

$5,518-99.3%

$9,704-99.6%

$5,124-99.3%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL5+ years

Service code 37 · EIN 04-2647786

Loan Processing

$1,342

PILOT CORPORATION OF AMERICA EMPLOYEES' 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PILOT CORPORATION OF AMERICA EMPLOYEES' 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