Retirement plan

SPECIFIED COMPONENTS CO., INC. 401(K) PLAN & TRUST

Name: SPECIFIED COMPONENTS COMPANY - SPECIFIED COMPONENTS CO., INC. 401(K) PLAN & TRUST (2018) Form 5500
Creator: SPECIFIED COMPONENTS COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SPECIFIED COMPONENTS CO., INC. 401(K) PLAN & TRUST, SPECIFIED COMPONENTS COMPANY

SPECIFIED COMPONENTS COMPANYEIN 36-4076318Plan #001PY 2018

1800 NATIONS DRIVE, SUITE 106 - GURNEE, IL 60031847-625-1600specifiedcomponents.comLinkedIn11-50 employeesbuilding materials

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.6M

-30.3% from 2017

Total participants

-9.1% from 2017

Average account balance

$199,310

-21.5% from 2017

Annual return

-5.89%

-18.61 pp from 2017

Benchmarks

See 22,374 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,374 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.44M

Not enough data

1 years with asset history on file

Average account balance

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

$338K

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.

129.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$287K

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

+10.28%

Not enough data

1 years with return on file

Admin fee / account holder

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

$9971

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

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

$683K

$97588 / participant

Other / not subdivided$683K100.0%

% of EOY assets

42.843%

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

$199,310

$135,645+46.9%

$110,243+80.8%

$135,379+47.2%

Participation rate

71.4%

83.5%-12.0pp

79.8%-8.4pp

82.6%-11.2pp

Annual return

-5.89%

513.24%-519.1pp

314.76%-320.6pp

519.79%-525.7pp

Employer contribution / active EE

$12,715

$4,907+159.1%

$3,827+232.3%

$4,779+166.1%

Participant deferral / active EE

$5,266

$5,507-4.4%

$4,672+12.7%

$5,609-6.1%

Admin fee / account holder

$85,390

$11,458+645.2%

$8,548+899.0%

$10,828+688.6%

SPECIFIED COMPONENTS CO., INC. 401(K) PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SPECIFIED COMPONENTS CO., INC. 401(K) PLAN & 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