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 (2019) 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 2019

2404 S, WOLCOTT AVENUE UNITS 16-20 - CHICAGO, IL 60608773-446-4000strube.comLinkedIn51-200 employeesfood & beverages

Prospect flagsHigh feesHigh assets / participantLow participant contributionLow fidelity bond

How to read this page

Total assets (EOY)

$8.4M

+17.8% from 2018

Total participants

+11.1% from 2018

Average account balance

$312,435

+13.4% from 2018

Annual return

17.81%

+21.82 pp from 2018

Benchmarks

See 9,236 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants25-99

Cohort9,236 peers

Snapshot2019

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

$189K

$6748 / participant

Other / not subdivided$189K100.0%

% of EOY assets

2.240%

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

$312,435

$83,485+274.2%

$125,195+149.6%

$72,976+328.1%

Participation rate

89.3%

73.3%+16.0pp

79.8%+9.5pp

69.5%+19.8pp

Annual return

17.81%

25.77%-8.0pp

43.79%-26.0pp

81.02%-63.2pp

Employer contribution / active EE

$3,857

$2,346+64.4%

$3,866-0.2%

$2,440+58.1%

Participant deferral / active EE

$1,523

$3,586-57.5%

$4,937-69.2%

$3,608-57.8%

Admin fee / account holder

$6,998

$5,518+26.8%

$9,704-27.9%

$5,124+36.6%

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