Retirement plan

PRIMROSE CANDY CO. PROFIT SHARING PLAN AND TRUST

Name: PRIMROSE CANDY CO. - PRIMROSE CANDY CO. PROFIT SHARING PLAN AND TRUST (2018) Form 5500
Creator: PRIMROSE CANDY CO.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PRIMROSE CANDY CO. PROFIT SHARING PLAN AND TRUST, PRIMROSE CANDY CO.

PRIMROSE CANDY CO.EIN 36-1645950Plan #002PY 2018

4111 WEST PARKER AVENUE - CHICAGO, IL 60639773-276-9522primrosecandy.comLinkedIn11-50 employeesconsumer goods

Prospect flagsWind-down / frozen

How to read this page

Total assets (EOY)

$3.9M

+6.3% from 2017

Total participants

259

+0.4% from 2017

Average account balance

$15,309

+7.2% from 2017

Annual return

8.08%

-3.02 pp from 2017

Benchmarks

See 2,389 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort2,389 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.07M

Not enough data

1 years with asset history on file

Average account balance

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

$71K

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.

132.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$73K

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

+11.20%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7963

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

Top 1 by compensation

Provider	Service type	Compensation
OPPENHEIMER3+ years Filed as: OPPENHEIMER & CO. Service code 28 85 BROAD STREET · NEW YORK, NY 10004	Investment Management	$33,441

Plan features & details

Pension benefit codes2A2E3D2F2G2T

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.
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

InformationalWind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.

Expense breakdown

Schedule H Part II

Admin total

$33K

$380 / participant

Investment mgmt$33K100.0%

% of EOY assets

0.853%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: GIRARDOT, STRAUCH & CO.
Auditor EIN: 351519864
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$15,309

$54,162-71.7%

$68,612-77.7%

$64,173-76.1%

Participation rate

96.6%

68.1%+28.5pp

72.2%+24.4pp

69.6%+27.0pp

Annual return

8.08%

-1.62%+9.7pp

-4.63%+12.7pp

7.63%+0.4pp

Employer contribution / active EE

$1,846-100.0%

$2,625-100.0%

$2,381-100.0%

Participant deferral / active EE

$2,626-100.0%

$3,311-100.0%

$3,470-100.0%

Admin fee / account holder

$131

$4,029-96.8%

$5,131-97.5%

$4,887-97.3%

Provider

Service type

Compensation

OPPENHEIMER3+ years

Filed as: OPPENHEIMER & CO.

Service code 28

85 BROAD STREET · NEW YORK, NY 10004

Investment Management

$33,441

PRIMROSE CANDY CO. PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PRIMROSE CANDY CO. 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