Retirement plan

PI PHYSIK INSTRUMENTE LP 401 K PROFIT SHARING PLAN TRUST

Name: PI PHYSIK INSTRUMENTE LP - PI PHYSIK INSTRUMENTE LP 401 K PROFIT SHARING PLAN TRUST (2016) Form 5500
Creator: PI PHYSIK INSTRUMENTE LP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PI PHYSIK INSTRUMENTE LP 401 K PROFIT SHARING PLAN TRUST, PI PHYSIK INSTRUMENTE LP

PI PHYSIK INSTRUMENTE LPEIN 36-4547727Plan #001PY 2016

16 ALBERT STREET - AUBURN, MA 01501508-407-8867

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$7.1M

+19.6% from 2015

Total participants

+13.2% from 2015

Average account balance

$122,044

+9.3% from 2015

Annual return

13.22%

+8.76 pp from 2015

Benchmarks

See 15,087 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort15,087 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$26.07M

Not enough data

1 years with asset history on file

Average account balance

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

$195K

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.

134

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.

92.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.79M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+18.75%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2943

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 codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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

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

$263K

$4689 / participant

Other / not subdivided$263K100.0%

% of EOY assets

3.710%

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

$122,044

$60,349+102.2%

$74,184+64.5%

$62,881+94.1%

Participation rate

96.4%

72.7%+23.7pp

76.6%+19.8pp

69.3%+27.1pp

Annual return

13.22%

21.38%-8.2pp

17.74%-4.5pp

20.14%-6.9pp

Employer contribution / active EE

$2,489

$1,680+48.1%

$2,370+5.0%

$2,281+9.1%

Participant deferral / active EE

$8,354

$2,856+192.5%

$3,550+135.3%

$3,203+160.8%

Admin fee / account holder

$4,527

$4,261+6.3%

$5,586-18.9%

$4,296+5.4%

PI PHYSIK INSTRUMENTE LP 401 K PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PI PHYSIK INSTRUMENTE LP 401 K PROFIT SHARING 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