Retirement plan

LACROIX PRECISION OPTICS, INC. PROFIT SHARING PLAN

Name: LACROIX PRECISION OPTICS, INC. - LACROIX PRECISION OPTICS, INC. PROFIT SHARING PLAN (2018) Form 5500
Creator: LACROIX PRECISION OPTICS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LACROIX PRECISION OPTICS, INC. PROFIT SHARING PLAN, LACROIX PRECISION OPTICS, INC.

LACROIX PRECISION OPTICS, INC.EIN 36-2085033Plan #001PY 2018

50 LACROIX DRIVE PO BOX 2556 - BATESVILLE, AR 72503870-698-1881lacroixoptical.comLinkedIn51-200 employeesmechanical or industrial engineering

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$12.7M

-5.7% from 2017

Total participants

111

+6.7% from 2017

Average account balance

$118,701

-11.0% from 2017

Annual return

-3.60%

-17.73 pp from 2017

Benchmarks

See 14,949 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort14,949 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$13.68M

Not enough data

1 years with asset history on file

Average account balance

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

$122K

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.

112

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.

94.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$565K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+10.45%

Not enough data

1 years with return on file

Admin fee / account holder

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

$324

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

1 years with F_SCH_H allocation on file

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Service providers

Top 3 by compensation

Provider	Service type	Compensation
SF FISER & COMPANY1 year Filed as: S.F. FISER & COMPANY Service code 10 · EIN 71-0749699	Accounting	$11,108
THE VANGUARD GROUP, INC.4+ years Filed as: THE VANGUARD GROUP INC. Service code 15 · EIN 23-1945930	Recordkeeping	$7,600
THE VANGUARD GROUP, INC.4+ years Service code 99	Other Fees	$0

Plan features & details

Pension benefit codes2E2F2G2J2T

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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$20K

$234 / participant

Other / not subdivided$20K100.0%

% of EOY assets

0.160%

all-in expense ratio

Categories reported

0 / 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: S.F. FISER & COMPANY
Auditor EIN: 710749699
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$118,701

$62,589+89.7%

$76,768+54.6%

$64,173+85.0%

Participation rate

95.4%

72.8%+22.6pp

77.0%+18.4pp

69.6%+25.8pp

Annual return

-3.60%

-1.95%-1.7pp

2.43%-6.0pp

7.63%-11.2pp

Employer contribution / active EE

$3,779

$1,832+106.3%

$2,485+52.1%

$2,381+58.7%

Participant deferral / active EE

$3,002

$3,145-4.5%

$3,852-22.1%

$3,470-13.5%

Admin fee / account holder

$190

$4,667-95.9%

$6,675-97.1%

$4,887-96.1%

Provider

Service type

Compensation

SF FISER & COMPANY1 year

Filed as: S.F. FISER & COMPANY

Service code 10 · EIN 71-0749699

Accounting

$11,108

THE VANGUARD GROUP, INC.4+ years

Filed as: THE VANGUARD GROUP INC.

Service code 15 · EIN 23-1945930

Recordkeeping

$7,600

THE VANGUARD GROUP, INC.4+ years

Service code 99

Other Fees

LACROIX PRECISION OPTICS, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LACROIX PRECISION OPTICS, INC. PROFIT SHARING 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