Retirement plan

INTERCHEM TRADING CORPORATION EMPLOYEES SAVINGS TRUST

Name: INTERCHEM TRADING CORPORATION - INTERCHEM TRADING CORPORATION EMPLOYEES SAVINGS TRUST (2017) 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 2017

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

Other plans on this EIN

1 filing

#002Retirement-$14.2M assets

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$1.7M

+56.1% from 2016

Total participants

+8.0% from 2016

Average account balance

$29,590

+47.9% from 2016

Annual return

21.55%

+0.64 pp from 2016

Benchmarks

See 9,327 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants25-99

Cohort9,327 peers

Snapshot2017

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 codes2F2G2J3D3H2E

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.
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 participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

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

$29,590

$78,707-62.4%

$117,861-74.9%

$70,126-57.8%

Participation rate

69.6%

73.2%-3.6pp

79.7%-10.0pp

69.5%+0.1pp

Annual return

21.55%

23.30%-1.7pp

335.11%-313.6pp

73.15%-51.6pp

Employer contribution / active EE

$2,223-100.0%

$3,786-100.0%

$2,343-100.0%

Participant deferral / active EE

$4,724

$3,297+43.3%

$4,482+5.4%

$3,332+41.8%

Admin fee / account holder

$5,066-100.0%

$8,021-100.0%

$4,645-100.0%

INTERCHEM TRADING CORPORATION EMPLOYEES SAVINGS TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

INTERCHEM TRADING CORPORATION EMPLOYEES SAVINGS 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