Retirement plan

SESSLER FORD, INC. 401(K) UNION PLAN

Name: SESSLER FORD, INC. - SESSLER FORD, INC. 401(K) UNION PLAN (2016) Form 5500
Creator: SESSLER FORD, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SESSLER FORD, INC. 401(K) UNION PLAN, SESSLER FORD, INC.

SESSLER FORD, INC.EIN 36-2464454Plan #002PY 2016

1010 S MILWAUKEE AVE - LIBERTYVILLE, IL 60048847-362-4550

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$755K

+17.2% from 2015

Total participants

-25.0% from 2015

Average account balance

$94,409

+17.2% from 2015

Annual return

12.23%

+15.13 pp from 2015

Benchmarks

See 18,030 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort18,030 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$933K

Not enough data

1 years with asset history on file

Average account balance

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

$311K

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.

75.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$20K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+12.57%

Not enough data

1 years with return on file

Admin fee / account holder

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

$176458

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 codes2E2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

Opportunity flags

1 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$25

$5 / participant

Other / not subdivided$25100.0%

% of EOY assets

0.003%

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

$94,409

$93,346+1.1%

$71,796+31.5%

$273,972-65.5%

Participation rate

80.0%

76.5%+3.5pp

69.1%+10.9pp

83.0%-3.0pp

Annual return

12.23%

130.39%-118.2pp

78.04%-65.8pp

41.46%-29.2pp

Employer contribution / active EE

$2,733-100.0%

$1,924-100.0%

$4,869-100.0%

Participant deferral / active EE

$6,382

$3,475+83.7%

$2,794+128.4%

$5,287+20.7%

Admin fee / account holder

$6,571-100.0%

$4,815-99.9%

$10,133-100.0%

SESSLER FORD, INC. 401(K) UNION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SESSLER FORD, INC. 401(K) UNION 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