Retirement plan

EMPLOYEE BENEFIT PLAN OF PRODUCER'S SUPPLY CO,

Name: PRODUCERS SUPPLY CO., INC. - EMPLOYEE BENEFIT PLAN OF PRODUCER'S SUPPLY CO, (2017) Form 5500
Creator: PRODUCERS SUPPLY CO., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF PRODUCER'S SUPPLY CO,, PRODUCERS SUPPLY CO., INC.

PRODUCERS SUPPLY CO., INC.EIN 25-1778917Plan #001PY 2017

PO BOX 161 - WAYNESBURG, PA 15370724-852-4330

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$4.5M

+21.4% from 2016

Total participants

+36.0% from 2016

Average account balance

$136,232

+3.0% from 2016

Annual return

17.08%

+9.34 pp from 2016

Benchmarks

See 9,328 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants25-99

Cohort9,328 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-99.33%

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 codes2F2T

Plan features

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).
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.

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

$91K

$3125 / participant

Other / not subdivided$91K100.0%

% of EOY assets

2.016%

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

$136,232

$78,705+73.1%

$117,857+15.6%

$70,131+94.3%

Participation rate

96.6%

73.2%+23.4pp

79.7%+16.9pp

69.5%+27.0pp

Annual return

17.08%

23.30%-6.2pp

335.09%-318.0pp

73.14%-56.1pp

Employer contribution / active EE

$3,413

$2,223+53.5%

$3,786-9.9%

$2,342+45.7%

Participant deferral / active EE

$5,237

$3,297+58.8%

$4,482+16.8%

$3,332+57.2%

Admin fee / account holder

$2,746

$5,065-45.8%

$8,020-65.8%

$4,645-40.9%

EMPLOYEE BENEFIT PLAN OF PRODUCER'S SUPPLY CO,

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF PRODUCER'S SUPPLY CO,

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