Retirement plan

INTERCHEM TRADING CORPORATION EMPLOYEES SAVINGS TRUST

Name: INTERCHEM TRADING CORPORATION - INTERCHEM TRADING CORPORATION EMPLOYEES SAVINGS TRUST (2016) Form 5500
Creator: INTERCHEM TRADING CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, INTERCHEM TRADING CORPORATION EMPLOYEES SAVINGS TRUST, INTERCHEM TRADING CORPORATION

INTERCHEM TRADING CORPORATIONEIN 22-2351224Plan #003PY 2016

120 ROUTE 17 NORTH - PARAMUS, NJ 07652201-261-7333interchem.comLinkedIn11-50 employeespharmaceuticals

Other plans on this EIN

1 filing

#002Retirement-$12.4M assets

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$1.1M

+78.7% from 2015

Total participants

-3.8% from 2015

Average account balance

$20,010

+78.7% from 2015

Annual return

20.91%

+24.34 pp from 2015

Benchmarks

See 9,335 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants25-99

Cohort9,335 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.54M

Not enough data

1 years with asset history on file

Average account balance

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

$89K

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.

88.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$957K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+14.94%

Not enough data

1 years with return on file

Admin fee / account holder

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

$204

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 codes2F2G2J3D3H

Plan features

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.
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

1 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$12K

$169 / participant

Other / not subdivided$12K100.0%

% of EOY assets

1.129%

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

$20,010

$69,977-71.4%

$108,582-81.6%

$62,881-68.2%

Participation rate

70.8%

72.9%-2.1pp

79.6%-8.7pp

69.3%+1.5pp

Annual return

20.91%

10.73%+10.2pp

-51.70%+72.6pp

20.14%+0.8pp

Employer contribution / active EE

$2,135-100.0%

$3,758-100.0%

$2,281-100.0%

Participant deferral / active EE

$5,021

$3,165+58.7%

$4,311+16.5%

$3,203+56.8%

Admin fee / account holder

$226

$5,076-95.5%

$7,645-97.0%

$4,296-94.7%

INTERCHEM TRADING CORPORATION EMPLOYEES SAVINGS TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

INTERCHEM TRADING CORPORATION EMPLOYEES SAVINGS 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