Retirement plan

SCHMIDT PRITCHARD & CO., INC. PROFIT SHARING & SAVINGS PLAN AND TRUST

Name: SCHMIDT PRITCHARD & CO., INC. - SCHMIDT PRITCHARD & CO., INC. PROFIT SHARING & SAVINGS PLAN AND TRUST (2015) Form 5500
Creator: SCHMIDT PRITCHARD & CO., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SCHMIDT PRITCHARD & CO., INC. PROFIT SHARING & SAVINGS PLAN AND TRUST, SCHMIDT PRITCHARD & CO., INC.

SCHMIDT PRITCHARD & CO., INC.EIN 36-2411304Plan #002PY 2015

9801 W. LAWRENCE AVE - SCHILLER PARK, IL 60176847-671-5130LinkedIn11-50 employeesimport and export

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$7.9M

No prior year

Total participants

No prior year

Average account balance

$611,516

No prior year

Annual return

0.40%

No prior year

Benchmarks

See 18,780 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort18,780 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.78M

Not enough data

1 years with asset history on file

Average account balance

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

$368K

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.

144.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$250K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$28K

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

+4.12%

Not enough data

1 years with return on file

Admin fee / account holder

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

$322137

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 codes2E3D

Plan features

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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$287K

$22110 / participant

Other / not subdivided$287K100.0%

% of EOY assets

3.616%

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

$611,516

$113,941+436.7%

$94,229+549.0%

$125,389+387.7%

Participation rate

100.0%

82.9%+17.1pp

78.8%+21.2pp

83.2%+16.8pp

Annual return

0.40%

5.29%-4.9pp

10.68%-10.3pp

282.24%-281.8pp

Employer contribution / active EE

$19,231

$4,727+306.8%

$3,587+436.2%

$4,866+295.2%

Participant deferral / active EE

$5,179-100.0%

$4,320-100.0%

$5,352-100.0%

Admin fee / account holder

$22,110

$8,392+163.5%

$6,269+252.7%

$9,541+131.7%

SCHMIDT PRITCHARD & CO., INC. PROFIT SHARING & SAVINGS PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SCHMIDT PRITCHARD & CO., INC. PROFIT SHARING & SAVINGS 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