Retirement plan

PELLITTERI WASTE SYSTEMS, INC. 401(K) PLAN

Name: PELLITTERI WASTE SYSTEMS, INC. - PELLITTERI WASTE SYSTEMS, INC. 401(K) PLAN (2021) Form 5500
Creator: PELLITTERI WASTE SYSTEMS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PELLITTERI WASTE SYSTEMS, INC. 401(K) PLAN, PELLITTERI WASTE SYSTEMS, INC.

PELLITTERI WASTE SYSTEMS, INC.EIN 39-1466909Plan #001PY 2021

555 MAIN STREET SUITE 300 - RACINE, WI 534034614262-619-2926pellitteri.comLinkedIn51-200 employeesenvironmental services

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$3.2M

+58.8% from 2020

Total participants

+4.3% from 2020

Average account balance

$40,606

+54.7% from 2020

Annual return

42.14%

+46.24 pp from 2020

Benchmarks

See 4,518 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants25-99

Cohort4,518 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.35M

Not enough data

1 years with asset history on file

Average account balance

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

$54K

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.

118

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.

76.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$997K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+7.30%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2584

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

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3D

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

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$5K

$59 / participant

Other / not subdivided$5K100.0%

% of EOY assets

0.151%

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

$40,606

$56,134-27.7%

$96,171-57.8%

$85,847-52.7%

Participation rate

75.3%

56.7%+18.6pp

68.4%+6.9pp

69.3%+6.0pp

Annual return

42.14%

42.30%-0.2pp

192.04%-149.9pp

318.61%-276.5pp

Employer contribution / active EE

$1,637

$1,620+1.0%

$2,799-41.5%

$2,565-36.2%

Participant deferral / active EE

$2,511

$2,858-12.1%

$4,350-42.3%

$3,952-36.5%

Admin fee / account holder

$61

$3,769-98.4%

$5,538-98.9%

$6,261-99.0%

PELLITTERI WASTE SYSTEMS, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PELLITTERI WASTE SYSTEMS, 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