Retirement plan

PN FIRE & BURGLAR ALARM CO., INC. PROFIT SHARING PLAN

Name: PN FIRE & BURGLAR ALARM CO., INC. - PN FIRE & BURGLAR ALARM CO., INC. PROFIT SHARING PLAN (2020) Form 5500
Creator: PN FIRE & BURGLAR ALARM CO., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PN FIRE & BURGLAR ALARM CO., INC. PROFIT SHARING PLAN, PN FIRE & BURGLAR ALARM CO., INC.

PN FIRE & BURGLAR ALARM CO., INC.EIN 14-1538883Plan #002PY 2020

31 NORTH STREET - MONTICELLO, NY 12701845-794-6133pnalarm.comLinkedIn11-50 employees

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.9M

+27.5% from 2019

Total participants

-19.4% from 2019

Average account balance

$73,308

+52.0% from 2019

Annual return

16.91%

-2.29 pp from 2019

Benchmarks

See 4,277 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants25-99

Cohort4,277 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.85M

Not enough data

1 years with asset history on file

Average account balance

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

$77K

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.

63.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$142K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+11.45%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2111

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 codes2E2J

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.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$17K

$669 / participant

Other / not subdivided$17K100.0%

% of EOY assets

0.878%

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

$73,308

$52,279+40.2%

$89,435-18.0%

$79,856-8.2%

Participation rate

88.0%

57.5%+30.5pp

68.0%+20.0pp

69.6%+18.4pp

Annual return

16.91%

22.16%-5.2pp

245.55%-228.6pp

31.71%-14.8pp

Employer contribution / active EE

$2,005

$1,572+27.6%

$2,587-22.5%

$2,471-18.9%

Participant deferral / active EE

$4,468

$2,740+63.1%

$3,890+14.9%

$3,741+19.5%

Admin fee / account holder

$643

$3,356-80.8%

$4,884-86.8%

$5,306-87.9%

PN FIRE & BURGLAR ALARM CO., INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PN FIRE & BURGLAR ALARM CO., INC. 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