Retirement plan

PEKO PRECISION PRODUCTS, INC. RETIREMENT SAVINGS PLAN

Name: PEKO PRECISION PRODUCTS, INC. - PEKO PRECISION PRODUCTS, INC. RETIREMENT SAVINGS PLAN (2015) Form 5500
Creator: PEKO PRECISION PRODUCTS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PEKO PRECISION PRODUCTS, INC. RETIREMENT SAVINGS PLAN, PEKO PRECISION PRODUCTS, INC.

PEKO PRECISION PRODUCTS, INC.EIN 16-0916457Plan #002PY 2015

1400 EMERSON STREET - ROCHESTER, NY 14606585-647-3010pekoprecision.comLinkedIn201-500 employeesmachinery

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$14.4M

No prior year

Total participants

364

No prior year

Average account balance

$42,076

No prior year

Annual return

0.73%

No prior year

Benchmarks

See 2,226 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort2,226 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$25.91M

Not enough data

1 years with asset history on file

Average account balance

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

$68K

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.

383

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.

96.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.09M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+8.77%

Not enough data

1 years with return on file

Admin fee / account holder

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

$496

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 3 by compensation

Provider	Service type	Compensation
EQUITY SERVICES INC1+ years Filed as: EQUITY SERVICES, INC. Service code 27 · EIN 03-0221141	Advisory (Plan)	$0
NORTHEAST BENEFIT SERVICES, INC.1+ years Service code 15 · EIN 16-1191551	Recordkeeping	$0
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES INS AGENCY Service code 27 · EIN 13-2638166	Advisory (Plan)	$0

Plan features & details

Pension benefit codes2E2G2J3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$13K

$40 / participant

Other / not subdivided$13K100.0%

% of EOY assets

0.089%

all-in expense ratio

Categories reported

0 / 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: EFPR GROUP, CPAS, PLLC
Auditor EIN: 474526160
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$42,076

$72,770-42.2%

$67,652-37.8%

$55,191-23.8%

Participation rate

93.4%

78.8%+14.6pp

75.7%+17.8pp

69.2%+24.3pp

Annual return

0.73%

-3.26%+4.0pp

6625.40%-6624.7pp

10.78%-10.0pp

Employer contribution / active EE

$541

$1,769-69.4%

$2,266-76.1%

$1,899-71.5%

Participant deferral / active EE

$1,907

$3,408-44.1%

$3,560-46.4%

$3,046-37.4%

Admin fee / account holder

$38

$79-52.2%

$4,821-99.2%

$91-58.5%

Provider

Service type

Compensation

EQUITY SERVICES INC1+ years

Filed as: EQUITY SERVICES, INC.

Service code 27 · EIN 03-0221141

Advisory (Plan)

NORTHEAST BENEFIT SERVICES, INC.1+ years

Service code 15 · EIN 16-1191551

Recordkeeping

UBS FINANCIAL SERVICES INC1+ years

Filed as: UBS FINANCIAL SERVICES INS AGENCY

Service code 27 · EIN 13-2638166

Advisory (Plan)

PEKO PRECISION PRODUCTS, INC. RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PEKO PRECISION PRODUCTS, INC. RETIREMENT SAVINGS 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