Retirement plan

NATIONAL FIBER SUPPLY CO. 401(K) PROFIT SHARING PLAN

Name: NATIONAL FIBER SUPPLY CO. - NATIONAL FIBER SUPPLY CO. 401(K) PROFIT SHARING PLAN (2016) Form 5500
Creator: NATIONAL FIBER SUPPLY CO.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NATIONAL FIBER SUPPLY CO. 401(K) PROFIT SHARING PLAN, NATIONAL FIBER SUPPLY CO.

NATIONAL FIBER SUPPLY CO.EIN 36-2642056Plan #001PY 2016

303 WEST MADISON STREET, SUITE 1650 - CHICAGO, IL 60606312-346-4800nationalfibersupply.comLinkedIn11-50 employeespaper & forest products

Other plans on this EIN

1 filing

#002Retirement-$1.2M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$8.5M

No prior year

Total participants

No prior year

Average account balance

$156,939

No prior year

Annual return

7.47%

No prior year

Benchmarks

See 9,335 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants25-99

Cohort9,335 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$18.56M

Not enough data

1 years with asset history on file

Average account balance

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

$299K

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.

137.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$767K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+19.46%

Not enough data

1 years with return on file

Admin fee / account holder

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

$315

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 codes2E2H2J3D3H

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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$70K

$1559 / participant

Other / not subdivided$70K100.0%

% of EOY assets

0.828%

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

$156,939

$69,977+124.3%

$108,582+44.5%

$62,881+149.6%

Participation rate

100.0%

72.9%+27.1pp

79.6%+20.4pp

69.3%+30.7pp

Annual return

7.47%

10.73%-3.3pp

-51.70%+59.2pp

20.14%-12.7pp

Employer contribution / active EE

$3,378

$2,135+58.2%

$3,758-10.1%

$2,281+48.1%

Participant deferral / active EE

$5,794

$3,165+83.1%

$4,311+34.4%

$3,203+80.9%

Admin fee / account holder

$1,299

$5,076-74.4%

$7,645-83.0%

$4,296-69.8%

NATIONAL FIBER SUPPLY CO. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NATIONAL FIBER SUPPLY CO. 401(K) 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