Retirement plan

PREMIER HVAC SALES, L.L.C. 401(K) PLAN

Name: PREMIER HVAC SALES, L.L.C. - PREMIER HVAC SALES, L.L.C. 401(K) PLAN (2016) Form 5500
Creator: PREMIER HVAC SALES, L.L.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PREMIER HVAC SALES, L.L.C. 401(K) PLAN, PREMIER HVAC SALES, L.L.C.

PREMIER HVAC SALES, L.L.C.EIN 20-8698869Plan #001PY 2016

8181 W DARYL DR - BATON ROUGE, LA 70815225-927-9280LinkedIn11-50 employeesindividual & family services

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$557K

+20.2% from 2015

Total participants

+33.3% from 2015

Average account balance

$55,660

-15.9% from 2015

Annual return

5.09%

+8.53 pp from 2015

Benchmarks

See 35,835 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort35,835 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$402K

Not enough data

1 years with asset history on file

Average account balance

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

$67K

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.

120.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$20K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+5.78%

Not enough data

1 years with return on file

Admin fee / account holder

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

$60376

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 codes2E2G2H2J

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.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.

Opportunity flags

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$2K

$237 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.425%

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

$55,660

$99,345-44.0%

$84,753-34.3%

$273,972-79.7%

Participation rate

80.0%

80.7%-0.7pp

76.6%+3.4pp

83.0%-3.0pp

Annual return

5.09%

22.93%-17.8pp

22.78%-17.7pp

41.46%-36.4pp

Employer contribution / active EE

$2,695

$4,214-36.1%

$3,574-24.6%

$4,869-44.7%

Participant deferral / active EE

$4,288

$4,270+0.4%

$3,712+15.5%

$5,287-18.9%

Admin fee / account holder

$237

$6,645-96.4%

$5,333-95.6%

$10,133-97.7%

PREMIER HVAC SALES, L.L.C. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PREMIER HVAC SALES, L.L.C. 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