Retirement plan

SEYMOUR OF SYCAMORE, INC. EMPLOYEES' PROFIT SHARING PLAN AND TRUST

Name: SEYMOUR OF SYCAMORE, INC. - SEYMOUR OF SYCAMORE, INC. EMPLOYEES' PROFIT SHARING PLAN AND TRUST (2015) Form 5500
Creator: SEYMOUR OF SYCAMORE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SEYMOUR OF SYCAMORE, INC. EMPLOYEES' PROFIT SHARING PLAN AND TRUST, SEYMOUR OF SYCAMORE, INC.

SEYMOUR OF SYCAMORE, INC.EIN 36-2127718Plan #001PY 2015

917 CROSBY AVENUE - SYCAMORE, IL 60178815-895-9101

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$14.5M

No prior year

Total participants

211

No prior year

Average account balance

$69,753

No prior year

Annual return

3.40%

No prior year

Benchmarks

See 1,746 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort1,746 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$19.37M

Not enough data

1 years with asset history on file

Average account balance

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

$103K

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.

189

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.

88.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.20M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+11.74%

Not enough data

1 years with return on file

Admin fee / account holder

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

$298

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

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

Service providers

Top 1 by compensation

Provider	Service type	Compensation
T ROWE PRICE RPS INC1+ years Filed as: T. ROWE PRICE RPS INC. Service code 15 · EIN 52-1714114 100 EAST PRATT STREET · BALTIMORE, MD 21202	Recordkeeping	$4,494

Plan features & details

Pension benefit codes2E2H2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$4K

$30 / participant

Contract admin$4K100.0%

% of EOY assets

0.031%

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: LEO J. KRUPP & COMPANY LLC
Auditor EIN: 474039697
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$69,753

$53,412+30.6%

$68,509+1.8%

$52,331+33.3%

Participation rate

98.0%

71.7%+26.3pp

74.7%+23.2pp

68.1%+29.9pp

Annual return

3.40%

3.42%0pp

8.27%-4.9pp

4.54%-1.1pp

Employer contribution / active EE

$1,973

$1,607+22.8%

$2,278-13.4%

$1,882+4.8%

Participant deferral / active EE

$2,171

$2,688-19.2%

$3,382-35.8%

$3,022-28.2%

Admin fee / account holder

$22

$461-95.3%

$5,275-99.6%

$592-96.3%

Provider

Service type

Compensation

T ROWE PRICE RPS INC1+ years

Filed as: T. ROWE PRICE RPS INC.

Service code 15 · EIN 52-1714114

100 EAST PRATT STREET · BALTIMORE, MD 21202

Recordkeeping

$4,494

SEYMOUR OF SYCAMORE, INC. EMPLOYEES' PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SEYMOUR OF SYCAMORE, INC. 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