Retirement plan

SHALOM INTERNATIONAL 401K PLAN

Name: SHALOM INTERNATIONAL CORP. - SHALOM INTERNATIONAL 401K PLAN (2016) Form 5500
Creator: SHALOM INTERNATIONAL CORP.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SHALOM INTERNATIONAL 401K PLAN, SHALOM INTERNATIONAL CORP.

SHALOM INTERNATIONAL CORP.EIN 22-2438649Plan #003PY 2016

8 NICHOLAS COURT, SUITE 1 - DAYTON, NJ 08810732-969-3200LinkedIn1-10 employeescivil engineering

Prospect flagsLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$5.2M

+15.5% from 2015

Total participants

119

-6.3% from 2015

Average account balance

$80,967

+15.5% from 2015

Annual return

7.88%

+10.24 pp from 2015

Benchmarks

See 2,366 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants100-249

Cohort2,366 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.48M

Not enough data

1 years with asset history on file

Average account balance

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

$81K

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.

105

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.

87.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$410K

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

+12.04%

Not enough data

1 years with return on file

Admin fee / account holder

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

$371

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 2 by compensation

Provider	Service type	Compensation
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745	Recordkeeping	$725
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984	Other Services	$0

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

2 tripped

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

$725

$7 / participant

Other / not subdivided$725100.0%

% of EOY assets

0.014%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: DOUGLAS J. FREEMAN, C.P.A.
Auditor EIN: 113415651
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$80,967

$63,924+26.7%

$108,582-25.4%

$55,167+46.8%

Participation rate

49.1%

74.3%-25.3pp

79.6%-30.5pp

69.0%-19.9pp

Annual return

7.88%

15.31%-7.4pp

-51.70%+59.6pp

169.23%-161.4pp

Employer contribution / active EE

$1,879-100.0%

$3,758-100.0%

$1,963-100.0%

Participant deferral / active EE

$3,916

$3,067+27.7%

$4,311-9.2%

$3,054+28.2%

Admin fee / account holder

$11

$618-98.2%

$7,645-99.9%

$504-97.8%

Provider

Service type

Compensation

ADP BROKER-DEALER1 year

Filed as: ADP, LLC

Service code 15 · EIN 13-3036745

Recordkeeping

$725

ADP BROKER-DEALER2+ years

Service code 49 · EIN 22-3319984

Other Services

SHALOM INTERNATIONAL 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SHALOM INTERNATIONAL 401K 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