Retirement plan

S. CLYDE WEAVER, INC. PROFIT SHARING PLAN

Name: S. CLYDE WEAVER, INC. - S. CLYDE WEAVER, INC. PROFIT SHARING PLAN (2017) Form 5500
Creator: S. CLYDE WEAVER, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, S. CLYDE WEAVER, INC. PROFIT SHARING PLAN, S. CLYDE WEAVER, INC.

S. CLYDE WEAVER, INC.EIN 23-1552229Plan #001PY 2017

5253 MAIN STREET - EAST PETERSBURG, PA 175201607717-569-0812sclydeweaver.comLinkedIn51-200 employeesfood & beverages

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$8.9M

+8.9% from 2016

Total participants

173

+2.4% from 2016

Average account balance

$52,400

+5.7% from 2016

Annual return

13.87%

+7.65 pp from 2016

Benchmarks

See 2,319 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants100-249

Cohort2,319 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$9.30M

Not enough data

1 years with asset history on file

Average account balance

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

$99K

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.

123.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$314K

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

+13.43%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2758

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

Top 1 by compensation

Provider	Service type	Compensation
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754	Recordkeeping	$5,398

Plan features & details

Pension benefit codes2E2F2G2J3D2T

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$6K

$46 / participant

Contract admin$6K100.0%

% of EOY assets

0.072%

all-in expense ratio

Categories reported

1 / 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: SIMON LEVER LLP
Auditor EIN: 231692578
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$52,400

$51,466+1.8%

$78,778-33.5%

$62,293-15.9%

Participation rate

97.8%

59.8%+38.1pp

69.2%+28.7pp

69.5%+28.3pp

Annual return

13.87%

19.96%-6.1pp

35.62%-21.8pp

28.90%-15.0pp

Employer contribution / active EE

$1,055

$827+27.5%

$1,986-46.9%

$2,042-48.3%

Participant deferral / active EE

$1,622

$2,147-24.5%

$2,958-45.2%

$3,169-48.8%

Admin fee / account holder

$38

$489-92.3%

$5,134-99.3%

$479-92.1%

Provider

Service type

Compensation

ASCENSUS LLC3+ years

Filed as: ASCENSUS

Service code 15 · EIN 11-3665754

Recordkeeping

$5,398

S. CLYDE WEAVER, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

S. CLYDE WEAVER, INC. PROFIT SHARING 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