Retirement plan

EMPLOYEE BENEFIT PLAN OF INTERFLEX SERVICES CORP.

Name: INTERFLEX SERVICES CORP. - EMPLOYEE BENEFIT PLAN OF INTERFLEX SERVICES CORP. (2020) Form 5500
Creator: INTERFLEX SERVICES CORP.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF INTERFLEX SERVICES CORP., INTERFLEX SERVICES CORP.

INTERFLEX SERVICES CORP.EIN 27-3908598Plan #001PY 2020

2330 PAMPERIN RD - GREEN BAY, WI 543138900920-434-5148LinkedIn1-10 employeesmachinery

Prospect flagsLow employer contributionLow fidelity bond

How to read this page

Total assets (EOY)

$1.5M

+16.3% from 2019

Total participants

+11.1% from 2019

Average account balance

$164,664

+3.3% from 2019

Annual return

13.24%

-9.25 pp from 2019

Benchmarks

See 21,449 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort21,449 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.80M

Not enough data

1 years with asset history on file

Average account balance

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

$257K

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.

116.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$27K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+12.63%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7042

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 codes2F2G2T3D

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).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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

2 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
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

$48

$6 / participant

Other / not subdivided$48100.0%

% of EOY assets

0.003%

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

$164,664

$112,121+46.9%

$95,960+71.6%

$158,966+3.6%

Participation rate

87.5%

79.0%+8.5pp

77.1%+10.4pp

82.0%+5.5pp

Annual return

13.24%

171.16%-157.9pp

91.63%-78.4pp

302.95%-289.7pp

Employer contribution / active EE

$3,199-100.0%

$2,541-100.0%

$4,762-100.0%

Participant deferral / active EE

$4,808

$4,784+0.5%

$4,167+15.4%

$5,983-19.6%

Admin fee / account holder

$10,135-99.9%

$6,797-99.9%

$11,250-100.0%

EMPLOYEE BENEFIT PLAN OF INTERFLEX SERVICES CORP.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF INTERFLEX SERVICES CORP.

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