Retirement plan

VINYLMAX LLC PROFIT SHARING 401(K)PLAN

Name: VINYLMAX LLC - VINYLMAX LLC PROFIT SHARING 401(K)PLAN (2016) Form 5500
Creator: VINYLMAX LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, VINYLMAX LLC PROFIT SHARING 401(K)PLAN, VINYLMAX LLC

VINYLMAX LLCEIN 31-1564962Plan #001PY 2016

2921 MCBRIDE COURT - HAMILTON, OH 450115420513-772-2247LinkedIn1-10 employees

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$4.5M

+15.6% from 2015

Total participants

157

-3.1% from 2015

Average account balance

$42,959

+17.8% from 2015

Annual return

7.72%

+8.90 pp from 2015

Benchmarks

See 1,948 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort1,948 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$11.49M

Not enough data

1 years with asset history on file

Average account balance

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

$50K

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.

229

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.

81.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.04M

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

+11.89%

Not enough data

1 years with return on file

Admin fee / account holder

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

$318

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 2 by compensation

Provider	Service type	Compensation
PENSION CORPORATION OF AMERICA2+ years Service code 13 · EIN 31-1360674	Contract Administrator	$23,156
BARNES, IACCARINO & SHEPHERD LLP2+ years Filed as: BARNES DENNIG & CO., LTD Service code 10 · EIN 31-1119890	Accounting	$7,450

Plan features & details

Pension benefit codes2E2G2J2T3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$14K

$90 / participant

Contract admin$6K45.0%
Other / not subdivided$7K55.0%

% of EOY assets

0.300%

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: BARNES DENNIG & CO., LTD
Auditor EIN: 311119890
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$42,959

$56,640-24.2%

$78,002-44.9%

$55,167-22.1%

Participation rate

65.6%

73.3%-7.8pp

75.5%-10.0pp

69.0%-3.4pp

Annual return

7.72%

2868.48%-2860.8pp

425.99%-418.3pp

169.23%-161.5pp

Employer contribution / active EE

$990

$1,724-42.6%

$2,470-59.9%

$1,963-49.6%

Participant deferral / active EE

$1,664

$2,778-40.1%

$3,497-52.4%

$3,054-45.5%

Admin fee / account holder

$129

$467-72.4%

$5,481-97.6%

$504-74.4%

Provider

Service type

Compensation

PENSION CORPORATION OF AMERICA2+ years

Service code 13 · EIN 31-1360674

Contract Administrator

$23,156

BARNES, IACCARINO & SHEPHERD LLP2+ years

Filed as: BARNES DENNIG & CO., LTD

Service code 10 · EIN 31-1119890

Accounting

$7,450

VINYLMAX LLC PROFIT SHARING 401(K)PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

VINYLMAX LLC PROFIT SHARING 401(K)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