Retirement plan

PERIMETER SALES MERCHANDISNG 401 K PROFIT SHARING PLAN TRUST

Name: PERIMETER SALES & MERCHANDISNG - PERIMETER SALES MERCHANDISNG 401 K PROFIT SHARING PLAN TRUST (2017) Form 5500
Creator: PERIMETER SALES & MERCHANDISNG
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PERIMETER SALES MERCHANDISNG 401 K PROFIT SHARING PLAN TRUST, PERIMETER SALES & MERCHANDISNG

PERIMETER SALES & MERCHANDISNGEIN 33-0676188Plan #001PY 2017

10571 CALLE LEE STE 175 - LOS ALAMITOS, CA 907202533714-821-8396perimetersm.comLinkedIn11-50 employeesfood & beverages

Prospect flagsHigh feesLow employer contribution

How to read this page

Total assets (EOY)

$247K

No prior year

Total participants

+50.0% from 2016

Average account balance

$49,496

No prior year

Annual return

9.05%

+91.78 pp from 2016

Benchmarks

See 22,202 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,202 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$496K

Not enough data

1 years with asset history on file

Average account balance

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

$55K

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.

52.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$67K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+8.68%

Not enough data

1 years with return on file

Admin fee / account holder

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

$13596

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 codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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.

Opportunity flags

2 tripped

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

$25K

$4239 / participant

Other / not subdivided$25K100.0%

% of EOY assets

10.278%

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

$49,496

$144,130-65.7%

$117,861-58.0%

$147,586-66.5%

Participation rate

83.3%

83.4%-0.1pp

79.7%+3.7pp

82.8%+0.5pp

Annual return

9.05%

531.20%-522.1pp

335.11%-326.1pp

578.59%-569.5pp

Employer contribution / active EE

$4,897-100.0%

$3,786-100.0%

$4,876-100.0%

Participant deferral / active EE

$2,838

$5,316-46.6%

$4,482-36.7%

$5,439-47.8%

Admin fee / account holder

$5,087

$10,887-53.3%

$8,021-36.6%

$10,886-53.3%

PERIMETER SALES MERCHANDISNG 401 K PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PERIMETER SALES MERCHANDISNG 401 K PROFIT SHARING PLAN TRUST

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