Retirement plan

PACIFIC REBAR, INC. 401(K) PROFIT SHARING PLAN

Name: PACIFIC REBAR, INC. - PACIFIC REBAR, INC. 401(K) PROFIT SHARING PLAN (2019) Form 5500
Creator: PACIFIC REBAR, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PACIFIC REBAR, INC. 401(K) PROFIT SHARING PLAN, PACIFIC REBAR, INC.

PACIFIC REBAR, INC.EIN 33-0163700Plan #001PY 2019

501 SOUTH OAKS - ONTARIO, CA 91762909-984-7199pacificrebarinc.comLinkedIn1-10 employeesconstruction

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3.2M

+21.7% from 2018

Total participants

+10.0% from 2018

Average account balance

$77,318

+12.8% from 2018

Annual return

16.52%

+21.47 pp from 2018

Benchmarks

See 15,812 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants25-99

Cohort15,812 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.48M

Not enough data

1 years with asset history on file

Average account balance

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

$128K

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.

166.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$130K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+8.67%

Not enough data

1 years with return on file

Admin fee / account holder

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

$839

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 codes2E2G2J3D

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.
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

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

$67K

$1916 / participant

Other / not subdivided$67K100.0%

% of EOY assets

2.115%

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

$77,318

$65,367+18.3%

$92,915-16.8%

$72,976+5.9%

Participation rate

91.4%

68.3%+23.1pp

76.0%+15.4pp

69.5%+21.9pp

Annual return

16.52%

42.11%-25.6pp

109.45%-92.9pp

81.02%-64.5pp

Employer contribution / active EE

$2,857

$2,594+10.2%

$3,653-21.8%

$2,440+17.1%

Participant deferral / active EE

$2,119

$3,128-32.3%

$4,238-50.0%

$3,608-41.3%

Admin fee / account holder

$1,635

$4,251-61.5%

$5,796-71.8%

$5,124-68.1%

PACIFIC REBAR, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PACIFIC REBAR, INC. 401(K) PROFIT SHARING 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