Retirement plan

P & E EDUCATIONAL FURNITURE AND EQUIPMENT, INC. 401(K) PROFIT SHARING PLAN

Name: P & E EDUCATIONAL FURNITURE AND EQUIPMENT, INC. - P & E EDUCATIONAL FURNITURE AND EQUIPMENT, INC. 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: P & E EDUCATIONAL FURNITURE AND EQUIPMENT, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, P & E EDUCATIONAL FURNITURE AND EQUIPMENT, INC. 401(K) PROFIT SHARING PLAN, P & E EDUCATIONAL FURNITURE AND EQUIPMENT, INC.

P & E EDUCATIONAL FURNITURE AND EQUIPMENT, INC.EIN 25-1869520Plan #001PY 2017

5335 PROGRESS BOULEVARD - BETHEL PARK, PA 15102412-831-7601

Prospect flagsHigh feesLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$1.8M

+31.1% from 2016

Total participants

-20.0% from 2016

Average account balance

$204,217

+45.7% from 2016

Annual return

22.31%

+16.16 pp from 2016

Benchmarks

See 22,202 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,202 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

$61K

Not enough data

1 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

-0.72%

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

3 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$4K

$282 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.230%

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

$204,217

$144,130+41.7%

$117,861+73.3%

$147,586+38.4%

Participation rate

53.3%

83.4%-30.1pp

79.7%-26.3pp

82.8%-29.5pp

Annual return

22.31%

531.20%-508.9pp

335.11%-312.8pp

578.59%-556.3pp

Employer contribution / active EE

$2,480

$4,897-49.4%

$3,786-34.5%

$4,876-49.1%

Participant deferral / active EE

$6,042

$5,316+13.6%

$4,482+34.8%

$5,439+11.1%

Admin fee / account holder

$469

$10,887-95.7%

$8,021-94.1%

$10,886-95.7%

P & E EDUCATIONAL FURNITURE AND EQUIPMENT, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

P & E EDUCATIONAL FURNITURE AND EQUIPMENT, 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