Retirement plan

PSH CORP. D/B/A JOHN HERBERT COMPANY PROFIT SHARING PLAN AND TRUST

Name: PSH CORP - PSH CORP. D/B/A JOHN HERBERT COMPANY PROFIT SHARING PLAN AND TRUST (2018) Form 5500
Creator: PSH CORP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PSH CORP. D/B/A JOHN HERBERT COMPANY PROFIT SHARING PLAN AND TRUST, PSH CORP

PSH CORPdba JOHN HERBERT COMPANYEIN 14-1787487Plan #001PY 2018

142 ROUTE 17K, PO BOX 2758 - NEWBURGH, NY 125500949845-564-3000

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.9M

-3.2% from 2017

Total participants

+33.3% from 2017

Average account balance

$111,997

-20.3% from 2017

Annual return

-8.14%

-22.07 pp from 2017

Benchmarks

See 18,623 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort18,623 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.04M

Not enough data

1 years with asset history on file

Average account balance

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

$144K

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.

76.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$215K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+12.55%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2689

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 codes2J2E

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

$20K

$1424 / participant

Other / not subdivided$20K100.0%

% of EOY assets

1.047%

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

$111,997

$95,979+16.7%

$74,551+50.2%

$135,380-17.3%

Participation rate

78.6%

75.7%+2.9pp

69.1%+9.4pp

82.6%-4.1pp

Annual return

-8.14%

56.97%-65.1pp

32.53%-40.7pp

519.81%-528.0pp

Employer contribution / active EE

$1,877

$2,716-30.9%

$1,961-4.3%

$4,779-60.7%

Participant deferral / active EE

$5,108

$3,844+32.9%

$3,108+64.3%

$5,609-8.9%

Admin fee / account holder

$1,173

$6,522-82.0%

$5,059-76.8%

$10,828-89.2%

PSH CORP. D/B/A JOHN HERBERT COMPANY PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PSH CORP. D/B/A JOHN HERBERT COMPANY PROFIT SHARING PLAN AND TRUST

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