Retirement plan

PHD, INC. RETIREMENT SAVINGS PLAN

Name: PHD, INC. - PHD, INC. RETIREMENT SAVINGS PLAN (2016) Form 5500
Creator: PHD, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PHD, INC. RETIREMENT SAVINGS PLAN, PHD, INC.

PHD, INC.EIN 35-1000183Plan #002PY 2016

9009 CLUBRIDGE DRIVE - FT. WAYNE, IN 46809260-479-2210phdinc.comLinkedIn201-500 employeesindustrial automation

Other plans on this EIN

1 filing

#001Retirement-$29.2M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.5M

-3.6% from 2015

Total participants

0.0% from 2015

Average account balance

$25,576

-6.8% from 2015

Annual return

7.16%

+7.84 pp from 2015

Benchmarks

See 15,087 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort15,087 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.36M

Not enough data

1 years with asset history on file

Average account balance

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

$61K

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.

127.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$281K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+13.69%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6846

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

1 tripped

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

$517K

$8624 / participant

Other / not subdivided$517K100.0%

% of EOY assets

33.719%

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

$25,576

$60,349-57.6%

$74,184-65.5%

$62,881-59.3%

Participation rate

96.7%

72.7%+23.9pp

76.6%+20.0pp

69.3%+27.4pp

Annual return

7.16%

21.38%-14.2pp

17.74%-10.6pp

20.14%-13.0pp

Employer contribution / active EE

$4,047

$1,680+140.9%

$2,370+70.8%

$2,281+77.4%

Participant deferral / active EE

$1,585

$2,856-44.5%

$3,550-55.3%

$3,203-50.5%

Admin fee / account holder

$8,624

$4,261+102.4%

$5,586+54.4%

$4,296+100.8%

PHD, INC. RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PHD, INC. 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