Retirement plan

TRIANGLE SHEET METAL 401(K) PLAN

Name: PERUSEK, INC. DBA TRIANGLE SHEET METAL - TRIANGLE SHEET METAL 401(K) PLAN (2017) Form 5500
Creator: PERUSEK, INC. DBA TRIANGLE SHEET METAL
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TRIANGLE SHEET METAL 401(K) PLAN, PERUSEK, INC. DBA TRIANGLE SHEET METAL

PERUSEK, INC. DBA TRIANGLE SHEET METALEIN 33-1012402Plan #001PY 2017

8555 NORTH 79TH AVENUE - PEORIA, AZ 85345623-878-8030

Prospect flagsLow returnsLow assets / participant

How to read this page

Total assets (EOY)

$385K

+31.3% from 2016

Total participants

+18.8% from 2016

Average account balance

$21,364

+2.1% from 2016

Annual return

8.71%

+5.78 pp from 2016

Benchmarks

See 21,290 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort21,290 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.03M

Not enough data

1 years with asset history on file

Average account balance

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

$52K

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.

95.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$129K

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

+15.73%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3951

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 codes2E2F2G2J3D

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.
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 returns
Annual investment return is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$2K

$112 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.552%

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

$21,364

$98,240-78.3%

$82,312-74.0%

$147,586-85.5%

Participation rate

94.7%

79.7%+15.0pp

76.9%+17.8pp

82.8%+11.9pp

Annual return

8.71%

30.85%-22.1pp

25.88%-17.2pp

578.59%-569.9pp

Employer contribution / active EE

$1,473

$3,192-53.8%

$2,428-39.3%

$4,876-69.8%

Participant deferral / active EE

$2,013

$4,383-54.1%

$3,706-45.7%

$5,439-63.0%

Admin fee / account holder

$118

$8,563-98.6%

$5,608-97.9%

$10,886-98.9%

TRIANGLE SHEET METAL 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TRIANGLE SHEET METAL 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