Retirement plan

SKEFF DISTRIBUTING COMPANY, INC. UNION EMPLOYEES RETIREMENT PLAN

Name: SKEFF DISTRIBUTING COMPANY, INC. - SKEFF DISTRIBUTING COMPANY, INC. UNION EMPLOYEES RETIREMENT PLAN (2015) Form 5500
Creator: SKEFF DISTRIBUTING COMPANY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SKEFF DISTRIBUTING COMPANY, INC. UNION EMPLOYEES RETIREMENT PLAN, SKEFF DISTRIBUTING COMPANY, INC.

SKEFF DISTRIBUTING COMPANY, INC.EIN 37-0895591Plan #002PY 2015

3585 EAST L A INDUSTRIAL DRIVE - DECATUR, IL 62521217-877-3774skeffdist.comLinkedIn51-200 employeeswholesale

Other plans on this EIN

1 filing

#004Retirement-$4.5M assets

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$1.6M

No prior year

Total participants

No prior year

Average account balance

$33,828

No prior year

Annual return

-1.40%

No prior year

Benchmarks

See 8,334 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants25-99

Cohort8,334 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.20M

Not enough data

1 years with asset history on file

Average account balance

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

$50K

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.

176.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$98K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+12.43%

Not enough data

1 years with return on file

Admin fee / account holder

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

$517

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 codes2E2F2G2J

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.

Opportunity flags

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$14K

$308 / participant

Other / not subdivided$14K100.0%

% of EOY assets

0.854%

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

$33,828

$65,704-48.5%

$94,229-64.1%

$59,633-43.3%

Participation rate

100.0%

72.1%+27.9pp

78.8%+21.2pp

68.7%+31.3pp

Annual return

-1.40%

5.22%-6.6pp

10.68%-12.1pp

2041.45%-2042.8pp

Employer contribution / active EE

$1,953

$2,021-3.4%

$3,587-45.6%

$2,203-11.3%

Participant deferral / active EE

$1,473

$3,143-53.1%

$4,320-65.9%

$3,192-53.8%

Admin fee / account holder

$289

$4,265-93.2%

$6,269-95.4%

$4,297-93.3%

SKEFF DISTRIBUTING COMPANY, INC. UNION EMPLOYEES RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SKEFF DISTRIBUTING COMPANY, INC. UNION EMPLOYEES RETIREMENT 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