Retirement plan

FLEETWOOD GROUP, INC 401(K) SAVINGS PLAN

Name: FLEETWOOD GROUP, INC - FLEETWOOD GROUP, INC 401(K) SAVINGS PLAN (2016) Form 5500
Creator: FLEETWOOD GROUP, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FLEETWOOD GROUP, INC 401(K) SAVINGS PLAN, FLEETWOOD GROUP, INC

FLEETWOOD GROUP, INCEIN 38-1880634Plan #002PY 2016

11832 JAMES STREET - HOLLAND, MI 49424616-820-8222fleetwoodgroup.comLinkedIn51-200 employeesconsumer goods

Other plans on this EIN

1 filing

#001Retirement-$11.5M assets

Prospect flagsLow returnsLow participation

How to read this page

Total assets (EOY)

$3.8M

No prior year

Total participants

114

No prior year

Average account balance

$47,697

No prior year

Annual return

-0.52%

No prior year

Benchmarks

See 4,221 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort4,221 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.37M

Not enough data

1 years with asset history on file

Average account balance

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

$65K

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.

129

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.

97.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$563K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+6.11%

Not enough data

1 years with return on file

Admin fee / account holder

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

$169

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 1 by compensation

Provider	Service type	Compensation
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754	Recordkeeping	$2,010

Plan features & details

Pension benefit codes2F2G2J2E2T3D

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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$2K

$20 / participant

Contract admin$2K100.0%

% of EOY assets

0.053%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: KIEKOVER, SCHOLMA & SHUMAKER, PC
Auditor EIN: 382157876
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$47,697

$60,165-20.7%

$74,184-35.7%

$55,167-13.5%

Participation rate

65.0%

74.2%-9.2pp

76.6%-11.6pp

69.0%-4.0pp

Annual return

-0.52%

10.00%-10.5pp

17.74%-18.3pp

169.23%-169.8pp

Employer contribution / active EE

$1,600-100.0%

$2,370-100.0%

$1,963-100.0%

Participant deferral / active EE

$2,999

$2,973+0.9%

$3,550-15.5%

$3,054-1.8%

Admin fee / account holder

$25

$419-93.9%

$5,586-99.5%

$504-95.0%

Provider

Service type

Compensation

ASCENSUS LLC1+ years

Filed as: ASCENSUS

Service code 15 · EIN 11-3665754

Recordkeeping

$2,010

FLEETWOOD GROUP, INC 401(K) SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FLEETWOOD GROUP, INC 401(K) SAVINGS 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