Retirement plan

GOSS SUPPLY COMPANY 401 (K) PLAN

Name: GOSS SUPPLY COMPANY - GOSS SUPPLY COMPANY 401 (K) PLAN (2021) 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 2021

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

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3.1M

+13.9% from 2020

Total participants

-10.7% from 2020

Average account balance

$123,640

+27.6% from 2020

Annual return

29.21%

+27.05 pp from 2020

Benchmarks

See 9,036 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants25-99

Cohort9,036 peers

Snapshot2021

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

$582K

$23283 / participant

Other / not subdivided$582K100.0%

% of EOY assets

18.831%

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

$123,640

$99,994+23.6%

$146,643-15.7%

$85,847+44.0%

Participation rate

100.0%

73.1%+26.9pp

80.1%+19.9pp

69.3%+30.7pp

Annual return

29.21%

18.93%+10.3pp

22.75%+6.5pp

318.61%-289.4pp

Employer contribution / active EE

$1,035

$2,559-59.5%

$4,137-75.0%

$2,565-59.6%

Participant deferral / active EE

$4,607

$4,006+15.0%

$5,506-16.3%

$3,952+16.6%

Admin fee / account holder

$23,283

$7,703+202.3%

$10,280+126.5%

$6,261+271.9%

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