Retirement plan

VOGUE TYRE & RUBBER COMPANY 401(K) PLAN

Name: VOGUE TYRE AND RUBBER COMPANY - VOGUE TYRE & RUBBER COMPANY 401(K) PLAN (2018) Form 5500
Creator: VOGUE TYRE AND RUBBER COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, VOGUE TYRE & RUBBER COMPANY 401(K) PLAN, VOGUE TYRE AND RUBBER COMPANY

VOGUE TYRE AND RUBBER COMPANYEIN 36-1917460Plan #002PY 2018

1101 FEEHANVILLE DRIVE - MOUNT PROSPECT, IL 60056847-297-1900voguetyre.comLinkedIn51-200 employeesautomotive

Other plans on this EIN

1 filing

#001Retirement-$11.5M assets

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$3.9M

-7.0% from 2017

Total participants

110

+1.9% from 2017

Average account balance

$58,920

-7.0% from 2017

Annual return

-3.62%

-17.55 pp from 2017

Benchmarks

See 9,413 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants25-99

Cohort9,413 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.86M

Not enough data

1 years with asset history on file

Average account balance

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

$109K

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.

141.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$675K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+11.59%

Not enough data

1 years with return on file

Admin fee / account holder

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

$12055

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
UNIFIED TRUST COMPANY, N.A.1 year Service code 50 · EIN 61-1256314	Direct Payment	$670

Plan features & details

Pension benefit codes2E2F2G2J2T3D3H

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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$670

$7 / participant

Contract admin$670100.0%

% of EOY assets

0.017%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: MILLER, COOPER & CO., LTD
Auditor EIN: 362897372
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$58,920

$50,947+15.6%

$74,551-21.0%

$64,173-8.2%

Participation rate

53.8%

61.1%-7.3pp

69.1%-15.4pp

69.6%-15.8pp

Annual return

-3.62%

-1.85%-1.8pp

32.53%-36.2pp

7.63%-11.3pp

Employer contribution / active EE

$1,115-100.0%

$1,961-100.0%

$2,381-100.0%

Participant deferral / active EE

$2,366

$2,302+2.8%

$3,108-23.9%

$3,470-31.8%

Admin fee / account holder

$10

$4,221-99.8%

$5,059-99.8%

$4,887-99.8%

Provider

Service type

Compensation

UNIFIED TRUST COMPANY, N.A.1 year

Service code 50 · EIN 61-1256314

Direct Payment

$670

VOGUE TYRE & RUBBER COMPANY 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

VOGUE TYRE & RUBBER COMPANY 401(K) 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