Retirement plan

SCIOTO SIGN CO., INC. 401K PROFIT SHARING PLAN

Name: SCIOTO SIGN CO., INC. - SCIOTO SIGN CO., INC. 401K PROFIT SHARING PLAN (2016) Form 5500
Creator: SCIOTO SIGN CO., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SCIOTO SIGN CO., INC. 401K PROFIT SHARING PLAN, SCIOTO SIGN CO., INC.

SCIOTO SIGN CO., INC.EIN 34-0890146Plan #001PY 2016

6047 US ROUTE 68 NORTH - KENTON, OH 43326419-673-1261sciotosigns.comLinkedIn11-50 employeesmarketing and advertising

Prospect flagsHigh feesLow participant contribution

How to read this page

Total assets (EOY)

$474K

No prior year

Total participants

No prior year

Average account balance

$36,436

No prior year

Annual return

4.43%

No prior year

Benchmarks

See 21,241 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort21,241 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$391K

Not enough data

1 years with asset history on file

Average account balance

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

$39K

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.

250.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$6K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+11.77%

Not enough data

1 years with return on file

Admin fee / account holder

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

$181

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 participant contribution
Participant 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

$106K

$8127 / participant

Other / not subdivided$106K100.0%

% of EOY assets

22.305%

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

$36,436

$88,707-58.9%

$74,184-50.9%

$273,972-86.7%

Participation rate

100.0%

79.4%+20.6pp

76.6%+23.4pp

83.0%+17.0pp

Annual return

4.43%

11.94%-7.5pp

17.74%-13.3pp

41.46%-37.0pp

Employer contribution / active EE

$3,159-100.0%

$2,370-100.0%

$4,869-100.0%

Participant deferral / active EE

$244

$4,212-94.2%

$3,550-93.1%

$5,287-95.4%

Admin fee / account holder

$8,127

$8,717-6.8%

$5,586+45.5%

$10,133-19.8%

SCIOTO SIGN CO., INC. 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SCIOTO SIGN CO., INC. 401K 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