Retirement plan

ALLEN DISTRIBUTION 401K AND PROFIT SHARING PLAN

Name: ALLEN DISTRIBUTION - ALLEN DISTRIBUTION 401K AND PROFIT SHARING PLAN (2015) Form 5500
Creator: ALLEN DISTRIBUTION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ALLEN DISTRIBUTION 401K AND PROFIT SHARING PLAN, ALLEN DISTRIBUTION

ALLEN DISTRIBUTIONEIN 25-1576445Plan #001PY 2015

P.O. BOX 62 - PLAINFIELD, PA 170810062717-241-5505allendistribution.comLinkedIn1001-5000 employeeswarehousing

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$3.4M

No prior year

Total participants

273

No prior year

Average account balance

$12,477

No prior year

Annual return

-0.70%

No prior year

Benchmarks

See 124 peers

Peer group

Industry49 - Transportation and Warehousing

Plan typeDefined contribution

Participants100-249

Cohort124 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$13.32M

Not enough data

1 years with asset history on file

Average account balance

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

$8K

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.

1,665

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.

97.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.55M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+20.21%

Not enough data

1 years with return on file

Admin fee / account holder

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

$115

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 1 by compensation

Provider	Service type	Compensation
MASSACHUSETTS MUTUAL LIFE INS. CO.1+ years Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 15 · EIN 04-1590850 PO BOX 1583 · HARTFORD, CA 061441583	Recordkeeping	$11,067

Plan features & details

Pension benefit codes2E2H2J3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$11K

$47 / participant

Contract admin$11K100.0%

% of EOY assets

0.326%

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: BOLES METZGER BROSIUS & EMRICK PC
Auditor EIN: 232175024
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$12,477

$33,914-63.2%

$63,412-80.3%

$52,331-76.2%

Participation rate

99.6%

59.6%+40.0pp

67.1%+32.5pp

68.1%+31.5pp

Annual return

-0.70%

3.22%-3.9pp

4.04%-4.7pp

4.54%-5.2pp

Employer contribution / active EE

$928

$1,121-17.2%

$1,814-48.9%

$1,882-50.7%

Participant deferral / active EE

$737

$1,733-57.5%

$2,496-70.5%

$3,022-75.6%

Admin fee / account holder

$41

$353-88.5%

$3,753-98.9%

$592-93.1%

Provider

Service type

Compensation

MASSACHUSETTS MUTUAL LIFE INS. CO.1+ years

Filed as: MASSACHUSETTS MUTUAL LIFE INS CO

Service code 15 · EIN 04-1590850

PO BOX 1583 · HARTFORD, CA 061441583

Recordkeeping

$11,067

ALLEN DISTRIBUTION 401K AND PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ALLEN DISTRIBUTION 401K AND 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