Retirement plan

GOSS SUPPLY COMPANY 401 (K) PLAN

Name: GOSS SUPPLY COMPANY - GOSS SUPPLY COMPANY 401 (K) PLAN (2017) Form 5500
Creator: GOSS SUPPLY COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GOSS SUPPLY COMPANY 401 (K) PLAN, GOSS SUPPLY COMPANY

GOSS SUPPLY COMPANYEIN 31-4378081Plan #002PY 2017

620 MARIETTA STREET - ZANESVILLE, OH 43701740-454-2571

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.6M

+18.4% from 2016

Total participants

No prior year

Average account balance

$79,567

No prior year

Annual return

12.51%

+14.41 pp from 2016

Benchmarks

See 9,327 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants25-99

Cohort9,327 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.86M

Not enough data

1 years with asset history on file

Average account balance

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

$106K

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.

62.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$223K

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

+11.31%

Not enough data

1 years with return on file

Admin fee / account holder

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

$948

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 codes2J2E

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

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

$28K

$839 / participant

Other / not subdivided$28K100.0%

% of EOY assets

1.054%

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

$79,567

$78,707+1.1%

$117,861-32.5%

$70,126+13.5%

Participation rate

100.0%

73.2%+26.8pp

79.7%+20.3pp

69.5%+30.5pp

Annual return

12.51%

23.30%-10.8pp

335.11%-322.6pp

73.15%-60.6pp

Employer contribution / active EE

$733

$2,223-67.0%

$3,786-80.6%

$2,343-68.7%

Participant deferral / active EE

$3,391

$3,297+2.8%

$4,482-24.3%

$3,332+1.8%

Admin fee / account holder

$839

$5,066-83.4%

$8,021-89.5%

$4,645-81.9%

GOSS SUPPLY COMPANY 401 (K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GOSS SUPPLY COMPANY 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