Retirement plan

PROFIT SHARING PLAN AND TRUST FOR DIEFENDERFER EMPLOYEES

Name: EXETER SUPPLY COMPANY, INC. - PROFIT SHARING PLAN AND TRUST FOR DIEFENDERFER EMPLOYEES (2016) Form 5500
Creator: EXETER SUPPLY COMPANY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PROFIT SHARING PLAN AND TRUST FOR DIEFENDERFER EMPLOYEES, EXETER SUPPLY COMPANY, INC.

EXETER SUPPLY COMPANY, INC.EIN 23-1706718Plan #001PY 2016

117 PROSPECT ST. - READING, PA 19606610-779-3440LinkedIn51-200 employeeswholesale

Prospect flagsHigh feesLow participant contribution

How to read this page

Total assets (EOY)

$7.6M

+6.6% from 2015

Total participants

-2.1% from 2015

Average account balance

$169,848

+6.6% from 2015

Annual return

5.34%

+5.76 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

$11.22M

Not enough data

1 years with asset history on file

Average account balance

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

$175K

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.

118.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$677K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+8.88%

Not enough data

1 years with return on file

Admin fee / account holder

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

$12406

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 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 participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$343K

$8576 / participant

Other / not subdivided$343K100.0%

% of EOY assets

4.488%

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

$169,848

$69,977+142.7%

$108,582+56.4%

$62,881+170.1%

Participation rate

97.5%

72.9%+24.6pp

79.6%+17.9pp

69.3%+28.2pp

Annual return

5.34%

10.73%-5.4pp

-51.70%+57.0pp

20.14%-14.8pp

Employer contribution / active EE

$9,391

$2,135+339.9%

$3,758+149.9%

$2,281+311.7%

Participant deferral / active EE

$852

$3,165-73.1%

$4,311-80.2%

$3,203-73.4%

Admin fee / account holder

$7,623

$5,076+50.2%

$7,645-0.3%

$4,296+77.5%

PROFIT SHARING PLAN AND TRUST FOR DIEFENDERFER EMPLOYEES

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PROFIT SHARING PLAN AND TRUST FOR DIEFENDERFER EMPLOYEES

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