Retirement plan

ARWAY CONFECTIONS, INC. PROFIT SHARING PLAN

Name: ARWAY CONFECTIONS, INC. - ARWAY CONFECTIONS, INC. PROFIT SHARING PLAN (2017) Form 5500
Creator: ARWAY CONFECTIONS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ARWAY CONFECTIONS, INC. PROFIT SHARING PLAN, ARWAY CONFECTIONS, INC.

ARWAY CONFECTIONS, INC.EIN 36-2154728Plan #004PY 2017

3425 NORTH KIMBALL - CHICAGO, IL 60618773-267-5770

Other plans on this EIN

3 filings

#001Retirement-$4.3M assets #002Retirement-$2K assets #005Retirement--

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$6.7M

No prior year

Total participants

164

No prior year

Average account balance

$40,918

No prior year

Annual return

12.88%

No prior year

Benchmarks

See 935 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort935 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$12.03M

Not enough data

1 years with asset history on file

Average account balance

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

$56K

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.

216

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$489K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+14.42%

Not enough data

1 years with return on file

Admin fee / account holder

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

$300

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
BRIAN FREEMAN1+ years Filed as: BRIAN RUBIN Service code 27 · EIN 13-2638166 UBS FINANCIAL SERVICES · NORTHBROOK, IL 60062	Advisory (Plan)	$0

Plan features & details

Pension benefit codes2A2E3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
2E
Profit-sharing
Profit-sharing plan.
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

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$40K

$264 / participant

Other / not subdivided$40K100.0%

% of EOY assets

0.603%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: MPSCPA
Auditor EIN: 363074623
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$40,918

$50,385-18.8%

$75,501-45.8%

$62,293-34.3%

Participation rate

100.0%

67.7%+32.3pp

72.4%+27.6pp

69.5%+30.5pp

Annual return

12.88%

19.90%-7.0pp

27.35%-14.5pp

28.90%-16.0pp

Employer contribution / active EE

$3,971

$1,537+158.3%

$2,352+68.8%

$2,042+94.4%

Participant deferral / active EE

$2,445-100.0%

$3,142-100.0%

$3,169-100.0%

Admin fee / account holder

$247

$384-35.8%

$5,801-95.7%

$479-48.5%

Provider

Service type

Compensation

BRIAN FREEMAN1+ years

Filed as: BRIAN RUBIN

Service code 27 · EIN 13-2638166

UBS FINANCIAL SERVICES · NORTHBROOK, IL 60062

Advisory (Plan)

ARWAY CONFECTIONS, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ARWAY CONFECTIONS, 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