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 (2019) 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 CORP.dba JOHN HERBERT COMPANYEIN 14-1787487Plan #001PY 2019

142 ROUTE 17K, P.O. BOX 2758 - NEWBURGH, NY 12550845-564-3000

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.3M

+22.9% from 2018

Total participants

+30.0% from 2018

Average account balance

$111,394

-0.5% from 2018

Annual return

18.03%

+26.17 pp from 2018

Benchmarks

See 18,790 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort18,790 peers

Snapshot2019

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

$40K

$2104 / participant

Other / not subdivided$40K100.0%

% of EOY assets

1.709%

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

$111,394

$106,923+4.2%

$84,023+32.6%

$152,909-27.2%

Participation rate

73.7%

75.3%-1.6pp

69.0%+4.7pp

82.5%-8.8pp

Annual return

18.03%

105.02%-87.0pp

71.32%-53.3pp

345.46%-327.4pp

Employer contribution / active EE

$1,712

$2,735-37.4%

$1,984-13.7%

$4,764-64.1%

Participant deferral / active EE

$4,219

$4,013+5.1%

$3,239+30.2%

$5,851-27.9%

Admin fee / account holder

$1,903

$8,289-77.0%

$6,102-68.8%

$11,601-83.6%

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