Retirement plan

STRUBE CELERY AND VEGETABLE COMPANY EMPLOYEES' PROFIT SHARING PLAN AND TRUST

Name: STRUBE CELERY AND VEGETABLE COMPANY - STRUBE CELERY AND VEGETABLE COMPANY EMPLOYEES' PROFIT SHARING PLAN AND TRUST (2017) Form 5500
Creator: STRUBE CELERY AND VEGETABLE COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STRUBE CELERY AND VEGETABLE COMPANY EMPLOYEES' PROFIT SHARING PLAN AND TRUST, STRUBE CELERY AND VEGETABLE COMPANY

STRUBE CELERY AND VEGETABLE COMPANYEIN 36-1835530Plan #001PY 2017

2404 S. WOLCOTT AVE. UNITS 16-20 - CHICAGO, IL 60608312-226-6888strube.comLinkedIn51-200 employeesfood & beverages

Prospect flagsHigh feesHigh assets / participantLow participant contributionLow fidelity bond

How to read this page

Total assets (EOY)

$7.6M

+11.2% from 2016

Total participants

+16.7% from 2016

Average account balance

$315,985

+1.9% from 2016

Annual return

13.22%

+7.58 pp from 2016

Benchmarks

See 22,202 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,202 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$80K

Not enough data

1 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

+2.45%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

4 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.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$321K

$13381 / participant

Other / not subdivided$321K100.0%

% of EOY assets

4.235%

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

$315,985

$144,130+119.2%

$117,861+168.1%

$147,586+114.1%

Participation rate

83.3%

83.4%-0.1pp

79.7%+3.7pp

82.8%+0.5pp

Annual return

13.22%

531.20%-518.0pp

335.11%-321.9pp

578.59%-565.4pp

Employer contribution / active EE

$4,500

$4,897-8.1%

$3,786+18.8%

$4,876-7.7%

Participant deferral / active EE

$1,441

$5,316-72.9%

$4,482-67.9%

$5,439-73.5%

Admin fee / account holder

$13,381

$10,887+22.9%

$8,021+66.8%

$10,886+22.9%

STRUBE CELERY AND VEGETABLE COMPANY EMPLOYEES' PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

STRUBE CELERY AND VEGETABLE COMPANY EMPLOYEES' 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