Retirement plan

ZENAR CORPORATION PROFIT SHARING PLAN AND TRUST

Name: ZENAR CORPORATION - ZENAR CORPORATION PROFIT SHARING PLAN AND TRUST (2017) Form 5500
Creator: ZENAR CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ZENAR CORPORATION PROFIT SHARING PLAN AND TRUST, ZENAR CORPORATION

ZENAR CORPORATIONEIN 39-1175385Plan #001PY 2017

7301 SOUTH SIXTH STREET - OAK CREEK, WI 531542013262-764-1800zenarcrane.comLinkedIn51-200 employeesconsumer goods

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$11.2M

+8.5% from 2016

Total participants

132

-7.0% from 2016

Average account balance

$91,621

+20.0% from 2016

Annual return

15.09%

+8.67 pp from 2016

Benchmarks

See 4,147 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort4,147 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$16.09M

Not enough data

1 years with asset history on file

Average account balance

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

$102K

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.

157

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.

87.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$957K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+13.13%

Not enough data

1 years with return on file

Admin fee / account holder

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

$222

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
ALERUS FINANCIAL, N.A.1 year Service code 21 · EIN 45-6062081	Bank Trustee	$15,218
INTELLICENTS INVESTMENT SOLUTIONS I1 year Filed as: INTELLICENTS, INC. Service code 16 · EIN 41-1471080	Consulting	$8,491

Plan features & details

Pension benefit codes2E2G2J2K3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

$43K

$407 / participant

Investment mgmt$43K100.0%

% of EOY assets

0.382%

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: REILLY, PENNER, & BENTON LLP
Auditor EIN: 390747409
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$91,621

$64,909+41.2%

$82,312+11.3%

$62,293+47.1%

Participation rate

90.5%

74.9%+15.6pp

76.9%+13.6pp

69.5%+21.0pp

Annual return

15.09%

21.18%-6.1pp

25.88%-10.8pp

28.90%-13.8pp

Employer contribution / active EE

$1,905

$1,676+13.7%

$2,428-21.6%

$2,042-6.7%

Participant deferral / active EE

$2,301

$3,103-25.8%

$3,706-37.9%

$3,169-27.4%

Admin fee / account holder

$350

$440-20.3%

$5,608-93.8%

$479-26.9%

Provider

Service type

Compensation

ALERUS FINANCIAL, N.A.1 year

Service code 21 · EIN 45-6062081

Bank Trustee

$15,218

INTELLICENTS INVESTMENT SOLUTIONS I1 year

Filed as: INTELLICENTS, INC.

Service code 16 · EIN 41-1471080

Consulting

$8,491

ZENAR CORPORATION PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ZENAR CORPORATION PROFIT SHARING PLAN AND TRUST

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