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 (2020) 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 2020

1700 N. HIGHLAND RD., STE 107 - PITTSBURGH, PA 15241412-831-7601

Prospect flagsLow participationHigh assets / participant

How to read this page

Total assets (EOY)

$2.9M

+24.3% from 2019

Total participants

+21.1% from 2019

Average account balance

$324,356

+24.3% from 2019

Annual return

19.87%

-3.57 pp from 2019

Benchmarks

See 22,196 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,196 peers

Snapshot2020

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 codes2E2F2J2T3D3H

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.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$324,356

$162,812+99.2%

$133,971+142.1%

$158,966+104.0%

Participation rate

36.4%

83.2%-46.9pp

79.8%-43.5pp

82.0%-45.6pp

Annual return

19.87%

41.94%-22.1pp

45.09%-25.2pp

302.95%-283.1pp

Employer contribution / active EE

$1,394

$4,976-72.0%

$3,919-64.4%

$4,762-70.7%

Participant deferral / active EE

$3,320

$5,910-43.8%

$5,047-34.2%

$5,983-44.5%

Admin fee / account holder

$11,741-100.0%

$8,929-100.0%

$11,250-100.0%

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

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

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

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion