Retirement plan

STATE BANK OF CHANDLER EMPLOYEE PROFIT SHARING PLAN

Name: STATE BANK OF CHANDLER - STATE BANK OF CHANDLER EMPLOYEE PROFIT SHARING PLAN (2017) Form 5500
Creator: STATE BANK OF CHANDLER
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STATE BANK OF CHANDLER EMPLOYEE PROFIT SHARING PLAN, STATE BANK OF CHANDLER

STATE BANK OF CHANDLEREIN 41-0556770Plan #001PY 2017

PO BOX 128 - CHANDLER, MN 56122507-677-2201statebankofchandlder.comLinkedIn1-10 employeesinsurance

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$2.4M

+12.4% from 2016

Total participants

0.0% from 2016

Average account balance

$150,600

+12.4% from 2016

Annual return

10.03%

+6.41 pp from 2016

Benchmarks

See 30,802 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort30,802 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.45M

Not enough data

1 years with asset history on file

Average account balance

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

$262K

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.

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.

154.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$66K

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

+13.68%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4793

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 codes2E2F2G

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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$2K

$182 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.083%

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

$150,600

$171,867-12.4%

$149,718+0.6%

$147,585+2.0%

Participation rate

100.0%

88.2%+11.8pp

87.1%+12.9pp

82.8%+17.2pp

Annual return

10.03%

2113.36%-2103.3pp

1501.70%-1491.7pp

578.57%-568.5pp

Employer contribution / active EE

$4,820

$6,275-23.2%

$5,444-11.5%

$4,876-1.2%

Participant deferral / active EE

$7,270-100.0%

$6,568-100.0%

$5,439-100.0%

Admin fee / account holder

$125

$13,799-99.1%

$11,283-98.9%

$10,885-98.9%

STATE BANK OF CHANDLER EMPLOYEE PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

STATE BANK OF CHANDLER EMPLOYEE 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