Retirement plan

FRALEY & SCHILLING, INC. PROFIT SHARING PLAN AND TRUST

Name: FRALEY & SCHILLING, INC. - FRALEY & SCHILLING, INC. PROFIT SHARING PLAN AND TRUST (2020) Form 5500
Creator: FRALEY & SCHILLING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FRALEY & SCHILLING, INC. PROFIT SHARING PLAN AND TRUST, FRALEY & SCHILLING, INC.

FRALEY & SCHILLING, INC.EIN 34-1036518Plan #003PY 2020

1920 S STATE ROAD 3 - RUSHVILLE, IN 46173765-932-5977fraleyandschilling.comLinkedIn501-1000 employeestransportation/trucking/railroad

Other plans on this EIN

2 filings

#001Retirement-$5.8M assets #002Retirement-$2.7M assets

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$1.4M

+18.8% from 2019

Total participants

-26.7% from 2019

Average account balance

$20,240

+76.5% from 2019

Annual return

14.56%

+1.92 pp from 2019

Benchmarks

See 3,734 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants25-99

Cohort3,734 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.17M

Not enough data

1 years with asset history on file

Average account balance

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

$66K

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.

17.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+12.72%

Not enough data

1 years with return on file

Admin fee / account holder

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

$780

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 codes2A2D2E

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).
2D
Offset plan
Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
2E
Profit-sharing
Profit-sharing plan.

Opportunity flags

1 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$19K

$299 / participant

Investment mgmt$5K26.4%
Contract admin$14K73.6%

% of EOY assets

1.367%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: BKD,LLP
Auditor EIN: 440160260
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$20,240

$59,804-66.2%

$81,982-75.3%

$79,856-74.7%

Participation rate

90.5%

61.6%+28.8pp

69.3%+21.2pp

69.6%+20.8pp

Annual return

14.56%

17.56%-3.0pp

41.31%-26.8pp

31.71%-17.1pp

Employer contribution / active EE

$798

$1,713-53.4%

$2,498-68.1%

$2,471-67.7%

Participant deferral / active EE

$2,695-100.0%

$3,722-100.0%

$3,741-100.0%

Admin fee / account holder

$277

$4,288-93.5%

$5,665-95.1%

$5,306-94.8%

FRALEY & SCHILLING, INC. PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FRALEY & SCHILLING, INC. PROFIT SHARING PLAN AND 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