Retirement plan

J. E. WEINEL, INC. 401(K) PROFIT SHARING PLAN

Name: J. E. WEINEL, INC. - J. E. WEINEL, INC. 401(K) PROFIT SHARING PLAN (2016) Form 5500
Creator: J. E. WEINEL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, J. E. WEINEL, INC. 401(K) PROFIT SHARING PLAN, J. E. WEINEL, INC.

J. E. WEINEL, INC.EIN 25-1425966Plan #001PY 2016

300 DELWOOD ROAD - BUTLER, PA 16001724-256-8822

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$220K

+31.7% from 2015

Total participants

0.0% from 2015

Average account balance

$27,552

+31.7% from 2015

Annual return

8.50%

+9.80 pp from 2015

Benchmarks

See 7,097 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort7,097 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.07M

Not enough data

1 years with asset history on file

Average account balance

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

$43K

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.

147.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$108K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+13.30%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2F2J2T3D

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).
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

1 tripped

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

$3K

$388 / participant

Other / not subdivided$3K100.0%

% of EOY assets

1.584%

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

$27,552

$105,623-73.9%

$87,502-68.5%

$273,972-89.9%

Participation rate

77.8%

78.2%-0.4pp

73.8%+3.9pp

83.0%-5.2pp

Annual return

8.50%

12.26%-3.8pp

12.21%-3.7pp

41.46%-33.0pp

Employer contribution / active EE

$1,607

$3,141-48.8%

$2,550-37.0%

$4,869-67.0%

Participant deferral / active EE

$3,091

$3,601-14.2%

$3,149-1.8%

$5,287-41.5%

Admin fee / account holder

$437

$4,781-90.9%

$4,221-89.7%

$10,133-95.7%

J. E. WEINEL, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

J. E. WEINEL, INC. 401(K) 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