Retirement plan

PILOT PEN 401(K) PLAN

Name: PILOT CORPORATION OF AMERICA 36792 - PILOT PEN 401(K) PLAN (2015) Form 5500
Creator: PILOT CORPORATION OF AMERICA 36792
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PILOT PEN 401(K) PLAN, PILOT CORPORATION OF AMERICA 36792

PILOT CORPORATION OF AMERICA 36792EIN 11-2277015Plan #003PY 2015

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

Other plans on this EIN

2 filings

#001Retirement-$18.9M assets #002Retirement-$9.0M assets

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$2.5M

No prior year

Total participants

139

No prior year

Average account balance

$18,023

No prior year

Annual return

0.96%

No prior year

Benchmarks

See 2,111 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants100-249

Cohort2,111 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$13.07M

Not enough data

1 years with asset history on file

Average account balance

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

$46K

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.

283

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.

98.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.91M

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

+15.87%

Not enough data

1 years with return on file

Admin fee / account holder

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

$98

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

1 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 INSTITUTIONAL1+ years Service code 37 · EIN 04-2647786	Loan Processing	$1,400

Plan features & details

Pension benefit codes2E2F2G2J2T3D3F

Plan features

2E
Profit-sharing
Profit-sharing plan.
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 assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$2K

$20 / participant

Investment mgmt$91437.3%
Other / not subdivided$2K62.7%

% of EOY assets

0.098%

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: LBA CERTIFIED PUBLIC ACCOUNTANTS PA
Auditor EIN: 591302284
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$18,023

$57,108-68.4%

$94,229-80.9%

$52,331-65.6%

Participation rate

100.0%

72.9%+27.1pp

78.8%+21.2pp

68.1%+31.9pp

Annual return

0.96%

1.47%-0.5pp

10.68%-9.7pp

4.54%-3.6pp

Employer contribution / active EE

$1,537

$1,735-11.5%

$3,587-57.2%

$1,882-18.3%

Participant deferral / active EE

$2,215

$3,040-27.1%

$4,320-48.7%

$3,022-26.7%

Admin fee / account holder

$18

$546-96.8%

$6,269-99.7%

$592-97.0%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL1+ years

Service code 37 · EIN 04-2647786

Loan Processing

$1,400

PILOT PEN 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PILOT PEN 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