Retirement plan

PILOT PEN 401(K) PLAN

Name: PILOT CORPORATION OF AMERICA 36792 - PILOT PEN 401(K) PLAN (2018) 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 2018

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

Other plans on this EIN

2 filings

#001Retirement-$21.1M assets #002Retirement-$9.9M assets

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$4.7M

+9.0% from 2017

Total participants

192

+16.4% from 2017

Average account balance

$25,544

-1.7% from 2017

Annual return

-5.44%

-29.96 pp from 2017

Benchmarks

See 2,344 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants100-249

Cohort2,344 peers

Snapshot2018

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 INSTITUTIONAL4+ years Service code 37 · EIN 04-2647786	Loan Processing	$1,025

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

$5K

$28 / participant

Investment mgmt$4K79.1%
Other / not subdivided$1K20.9%

% of EOY assets

0.105%

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: BDO USA, LLP
Auditor EIN: 135381590
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$25,544

$66,302-61.5%

$110,243-76.8%

$56,289-54.6%

Participation rate

94.8%

74.9%+19.9pp

79.8%+15.0pp

69.9%+24.9pp

Annual return

-5.44%

-1.18%-4.3pp

314.76%-320.2pp

-9.96%+4.5pp

Employer contribution / active EE

$1,554

$2,047-24.1%

$3,827-59.4%

$2,111-26.4%

Participant deferral / active EE

$3,040

$3,381-10.1%

$4,672-34.9%

$3,350-9.2%

Admin fee / account holder

$27

$698-96.2%

$8,548-99.7%

$521-94.9%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL4+ years

Service code 37 · EIN 04-2647786

Loan Processing

$1,025

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