Retirement plan

GUNTON CORPORATION RETIREMENT SAVINGS PLAN

Name: GUNTON CORPORATION - GUNTON CORPORATION RETIREMENT SAVINGS PLAN (2017) Form 5500
Creator: GUNTON CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GUNTON CORPORATION RETIREMENT SAVINGS PLAN, GUNTON CORPORATION

GUNTON CORPORATIONEIN 34-0766218Plan #001PY 2017

26150 RICHMOND ROAD - BEDFORD HTS, OH 44146216-831-2420gkbpartners.comLinkedIn1-10 employees

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$41.8M

+17.4% from 2016

Total participants

411

+1.2% from 2016

Average account balance

$101,671

+14.3% from 2016

Annual return

21.25%

+14.03 pp from 2016

Benchmarks

See 1,232 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants250-999

Cohort1,232 peers

Snapshot2017

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$71.38M

Not enough data

1 years with asset history on file

Average account balance

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

$141K

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.

508

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.

95.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$4.13M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+16.52%

Not enough data

1 years with return on file

Admin fee / account holder

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

$213

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

1 years with F_SCH_H allocation on file

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

Service providers

Top 4 by compensation

Provider	Service type	Compensation
OSWALD FINANCIAL, INC.3+ years Filed as: OSWALD CO. Service code 27 · EIN 34-1892136	Advisory (Plan)	$25,740
FINDLEY1 year Filed as: FINDLEY DAVIS Service code 15 · EIN 34-1213174	Recordkeeping	$22,295
MATRIX TRUST COMPANY2 years Service code 21 · EIN 75-3182674	Bank Trustee	$1,882
GREAT-WEST LIFE & ANNUITY INSURANCE1 year Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$254

Plan features & details

Pension benefit codes2A2E2F2G2J2T3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$50K

$148 / participant

Contract admin$50K100.0%

% of EOY assets

0.120%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.

Auditor firm: BOBER MARKEY FEDOROVICH
Auditor EIN: 341523030
Audit fees: (not subdivided)
Opinion code: Disclaimer

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$101,671

$71,666+41.9%

$117,854-13.7%

$69,631+46.0%

Participation rate

100.0%

77.5%+22.5pp

79.7%+20.3pp

70.7%+29.3pp

Annual return

21.25%

18.86%+2.4pp

335.08%-313.8pp

27571.02%-27549.8pp

Employer contribution / active EE

$996

$1,889-47.3%

$3,786-73.7%

$2,032-51.0%

Participant deferral / active EE

$3,861

$3,340+15.6%

$4,482-13.8%

$3,224+19.8%

Admin fee / account holder

$122

$120+1.2%

$8,020-98.5%

$110+10.3%

Provider

Service type

Compensation

OSWALD FINANCIAL, INC.3+ years

Filed as: OSWALD CO.

Service code 27 · EIN 34-1892136

Advisory (Plan)

$25,740

FINDLEY1 year

Filed as: FINDLEY DAVIS

Service code 15 · EIN 34-1213174

Recordkeeping

$22,295

MATRIX TRUST COMPANY2 years

Service code 21 · EIN 75-3182674

Bank Trustee

$1,882

GREAT-WEST LIFE & ANNUITY INSURANCE1 year

Service code 64

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$254

GUNTON CORPORATION RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GUNTON CORPORATION RETIREMENT SAVINGS 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