Retirement plan

STEREN COMPANIES PROFIT SHARING PLAN

Name: STEREN MANAGEMENT CO., INC. - STEREN COMPANIES PROFIT SHARING PLAN (2016) Form 5500
Creator: STEREN MANAGEMENT CO., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STEREN COMPANIES PROFIT SHARING PLAN, STEREN MANAGEMENT CO., INC.

STEREN MANAGEMENT CO., INC.EIN 39-1097713Plan #001PY 2016

3451 E RAMSEY AVE - CUDAHY, WI 531103008414-744-2800LinkedIn1-10 employeesmedical practice

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$3.6M

+4.5% from 2015

Total participants

308

-1.0% from 2015

Average account balance

$15,756

+41.4% from 2015

Annual return

6.38%

+7.33 pp from 2015

Benchmarks

See 685 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants250-999

Cohort685 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.90M

Not enough data

1 years with asset history on file

Average account balance

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

$20K

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.

400

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.

81.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$536K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+13.48%

Not enough data

1 years with return on file

Admin fee / account holder

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

$110

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

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Service providers

Top 1 by compensation

Provider	Service type	Compensation
FIDELITY INVESTMENTS INSTITUTIONAL1 year Service code 37 · EIN 04-2647786	Loan Processing	$5,017

Plan features & details

Pension benefit codes2F2G2J2T3D3H2E

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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$5K

$19 / participant

Other / not subdivided$5K100.0%

% of EOY assets

0.153%

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: SATTEL, JOHNSON, APPEL & CO., S.C.
Auditor EIN: 391386814
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$15,756

$23,385-32.6%

$69,182-77.2%

$57,658-72.7%

Participation rate

71.3%

37.9%+33.4pp

55.1%+16.2pp

70.2%+1.1pp

Annual return

6.38%

-659.34%+665.7pp

-21.93%+28.3pp

5.13%+1.2pp

Employer contribution / active EE

$422-100.0%

$1,206-100.0%

$1,974-100.0%

Participant deferral / active EE

$301

$843-64.3%

$1,897-84.2%

$3,061-90.2%

Admin fee / account holder

$24

$82-70.7%

$2,697-99.1%

$95-74.5%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL1 year

Service code 37 · EIN 04-2647786

Loan Processing

$5,017

STEREN COMPANIES PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

STEREN COMPANIES PROFIT SHARING 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