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 (2020) 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 2020

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)

$264K

+27.3% from 2019

Total participants

-10.0% from 2019

Average account balance

$29,314

+13.1% from 2019

Annual return

14.08%

-8.63 pp from 2019

Benchmarks

See 21,459 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort21,459 peers

Snapshot2020

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$311K

Not enough data

1 years with asset history on file

Average account balance

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

$31K

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.

166.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$19K

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

+12.48%

Not enough data

1 years with return on file

Admin fee / account holder

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

$15294

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

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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).

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$29,314

$112,096-73.8%

$95,952-69.4%

$158,922-81.6%

Participation rate

100.0%

79.0%+21.0pp

77.1%+22.9pp

82.0%+18.0pp

Annual return

14.08%

171.09%-157.0pp

91.61%-77.5pp

302.83%-288.7pp

Employer contribution / active EE

$1,651

$3,198-48.4%

$2,541-35.0%

$4,761-65.3%

Participant deferral / active EE

$2,905

$4,784-39.3%

$4,167-30.3%

$5,982-51.4%

Admin fee / account holder

$10,130-100.0%

$6,795-100.0%

$11,246-100.0%

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

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

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

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion