Retirement plan

SULLIVAN-PARKHILL HOLDINGS, INC. 401 (K) PLAN

Name: SULLIVAN-PARKHILL HOLDINGS, INC. - SULLIVAN-PARKHILL HOLDINGS, INC. 401 (K) PLAN (2017) Form 5500
Creator: SULLIVAN-PARKHILL HOLDINGS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SULLIVAN-PARKHILL HOLDINGS, INC. 401 (K) PLAN, SULLIVAN-PARKHILL HOLDINGS, INC.

SULLIVAN-PARKHILL HOLDINGS, INC.EIN 37-1366426Plan #001PY 2017

440 W. ANTHONY DR. - CHAMPAIGN, IL 61820217-352-4275LinkedIn11-50 employeesretail

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$4.8M

+16.3% from 2016

Total participants

-26.6% from 2016

Average account balance

$83,979

+48.9% from 2016

Annual return

24.23%

+34.86 pp from 2016

Benchmarks

See 9,369 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants25-99

Cohort9,369 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.21M

Not enough data

1 years with asset history on file

Average account balance

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

$130K

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.

88.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$159K

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

+13.14%

Not enough data

1 years with return on file

Admin fee / account holder

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

$21733

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

Top 4 by compensation

Provider	Service type	Compensation
ALLIANCE BENEFIT GROUP3+ years Filed as: ALLIANCE BENEFIT GROUP OF ILLINOIS Service code 15 · EIN 37-0899315	Recordkeeping	$40,524
BUSEY WEALTH MANAGEMENT3+ years Service code 21 · EIN 37-1351376	Bank Trustee	$0
CHARLES SCHWAB & CO., INC.3+ years Service code 59 · EIN 94-1737782	Shareholder Servicing	$0
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 59	Shareholder Servicing	$0

Plan features & details

Pension benefit codes2G2J2K3D2E2F2T

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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

$535K

$8912 / participant

Other / not subdivided$535K100.0%

% of EOY assets

11.170%

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

$83,979

$54,541+54.0%

$78,778+6.6%

$70,126+19.8%

Participation rate

80.0%

60.8%+19.2pp

69.2%+10.8pp

69.5%+10.5pp

Annual return

24.23%

21.07%+3.2pp

35.62%-11.4pp

73.15%-48.9pp

Employer contribution / active EE

$701

$1,089-35.6%

$1,986-64.7%

$2,343-70.1%

Participant deferral / active EE

$2,091

$2,210-5.4%

$2,958-29.3%

$3,332-37.2%

Admin fee / account holder

$9,381

$3,709+152.9%

$5,134+82.7%

$4,645+101.9%

Provider

Service type

Compensation

ALLIANCE BENEFIT GROUP3+ years

Filed as: ALLIANCE BENEFIT GROUP OF ILLINOIS

Service code 15 · EIN 37-0899315

Recordkeeping

$40,524

BUSEY WEALTH MANAGEMENT3+ years

Service code 21 · EIN 37-1351376

Bank Trustee

CHARLES SCHWAB & CO., INC.3+ years

Service code 59 · EIN 94-1737782

Shareholder Servicing

CHARLES SCHWAB & CO., INC.3+ years

Filed as: CHARLES SCHWAB BANK

Service code 59

Shareholder Servicing

SULLIVAN-PARKHILL HOLDINGS, INC. 401 (K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SULLIVAN-PARKHILL HOLDINGS, INC. 401 (K) 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