Retirement plan

PRESTIGE DISTRIBUTION, INC. PROFIT SHARING AND 401(K) PLAN

Name: PRESTIGE DISTRIBUTION, INC. - PRESTIGE DISTRIBUTION, INC. PROFIT SHARING AND 401(K) PLAN (2016) Form 5500
Creator: PRESTIGE DISTRIBUTION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PRESTIGE DISTRIBUTION, INC. PROFIT SHARING AND 401(K) PLAN, PRESTIGE DISTRIBUTION, INC.

PRESTIGE DISTRIBUTION, INC.EIN 20-0996991Plan #001PY 2016

728 ANTHONY TRAIL - NORTHBROOK, IL 60062847-480-7667prestigedistributioninc.comLinkedIn11-50 employeesbuilding materials

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$553K

+32.7% from 2015

Total participants

+11.1% from 2015

Average account balance

$69,179

+32.7% from 2015

Annual return

6.93%

+7.04 pp from 2015

Benchmarks

See 22,113 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,113 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.44M

Not enough data

1 years with asset history on file

Average account balance

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

$106K

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.

115.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$225K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+14.03%

Not enough data

1 years with return on file

Admin fee / account holder

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

$475

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 codes2E2G2J2T3D

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.
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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$2K

$260 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.423%

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

$69,179

$131,835-47.5%

$108,582-36.3%

$273,972-74.7%

Participation rate

77.8%

83.5%-5.7pp

79.6%-1.8pp

83.0%-5.2pp

Annual return

6.93%

-91.57%+98.5pp

-51.70%+58.6pp

41.46%-34.5pp

Employer contribution / active EE

$3,758

$4,913-23.5%

$3,7580%

$4,869-22.8%

Participant deferral / active EE

$8,177

$5,127+59.5%

$4,311+89.7%

$5,287+54.7%

Admin fee / account holder

$292

$10,253-97.1%

$7,645-96.2%

$10,133-97.1%

PRESTIGE DISTRIBUTION, INC. PROFIT SHARING AND 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PRESTIGE DISTRIBUTION, INC. PROFIT SHARING AND 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