Retirement plan

VOSS INDUSTRIES 401(K) RETIREMENT PLAN

Name: PGP CORPORATION - VOSS INDUSTRIES 401(K) RETIREMENT PLAN (2015) Form 5500
Creator: PGP CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, VOSS INDUSTRIES 401(K) RETIREMENT PLAN, PGP CORPORATION

PGP CORPORATIONEIN 38-2472855Plan #001PY 2015

7925 BEECH DALY - TAYLOR, MI 48180313-291-7500

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$21M

No prior year

Total participants

238

No prior year

Average account balance

$88,432

No prior year

Annual return

0.07%

No prior year

Benchmarks

See 3,906 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort3,906 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$30.67M

Not enough data

1 years with asset history on file

Average account balance

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

$137K

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.

224

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.

87.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.37M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+9.74%

Not enough data

1 years with return on file

Admin fee / account holder

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

$226

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 2 by compensation

Provider	Service type	Compensation
FIDELITY INVESTMENTS INSTITUTIONAL1+ years Service code 37 · EIN 04-2647786	Loan Processing	$47,376
LINCOLN NATIONAL CORPORATION1+ years Filed as: LINCOLN INVESTMENT PLANNING INC Service code 27 · EIN 23-1702591	Advisory (Plan)	$14,998

Plan features & details

Pension benefit codes2F2G2J2R2T3D2E

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$62K

$274 / participant

Other / not subdivided$62K100.0%

% of EOY assets

0.297%

all-in expense ratio

Categories reported

0 / 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: HARDING, SHYMANSKI & COMPANY, PSC
Auditor EIN: 351346211
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$88,432

$54,320+62.8%

$67,652+30.7%

$52,331+69.0%

Participation rate

99.6%

73.6%+26.0pp

75.7%+23.9pp

68.1%+31.5pp

Annual return

0.07%

6.81%-6.7pp

6625.40%-6625.3pp

4.54%-4.5pp

Employer contribution / active EE

$2,113

$1,544+36.8%

$2,266-6.8%

$1,882+12.3%

Participant deferral / active EE

$4,016

$2,950+36.1%

$3,560+12.8%

$3,022+32.9%

Admin fee / account holder

$262

$527-50.2%

$4,821-94.6%

$592-55.7%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL1+ years

Service code 37 · EIN 04-2647786

Loan Processing

$47,376

LINCOLN NATIONAL CORPORATION1+ years

Filed as: LINCOLN INVESTMENT PLANNING INC

Service code 27 · EIN 23-1702591

Advisory (Plan)

$14,998

VOSS INDUSTRIES 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

VOSS INDUSTRIES 401(K) 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