Retirement plan

S.G. FRANTZ CO INC 401(K) PROFIT SHARING PLAN AND TRUST

Name: S.G. FRANTZ CO INC - S.G. FRANTZ CO INC 401(K) PROFIT SHARING PLAN AND TRUST (2019) Form 5500
Creator: S.G. FRANTZ CO INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, S.G. FRANTZ CO INC 401(K) PROFIT SHARING PLAN AND TRUST, S.G. FRANTZ CO INC

S.G. FRANTZ CO INCEIN 21-0632304Plan #002PY 2019

1507 BRANAGAN DR - TULLYTOWN, PA 19007215-943-2930sgfrantz.comLinkedIn1-10 employeesbusiness supplies and equipment

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$207K

+36.0% from 2018

Total participants

+11.1% from 2018

Average account balance

$25,912

+36.0% from 2018

Annual return

22.71%

+30.47 pp from 2018

Benchmarks

See 21,378 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort21,378 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$396K

Not enough data

1 years with asset history on file

Average account balance

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

$40K

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.

142.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$24K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+10.28%

Not enough data

1 years with return on file

Admin fee / account holder

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

$581

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 codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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

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

$246 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.947%

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

$25,912

$103,393-74.9%

$87,103-70.3%

$152,909-83.1%

Participation rate

75.0%

79.4%-4.4pp

76.9%-1.9pp

82.5%-7.5pp

Annual return

22.71%

28.10%-5.4pp

28.19%-5.5pp

345.46%-322.8pp

Employer contribution / active EE

$1,180

$3,221-63.4%

$2,521-53.2%

$4,764-75.2%

Participant deferral / active EE

$1,602

$4,778-66.5%

$4,049-60.4%

$5,851-72.6%

Admin fee / account holder

$246

$12,195-98.0%

$7,491-96.7%

$11,601-97.9%

S.G. FRANTZ CO INC 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

S.G. FRANTZ CO INC 401(K) 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