Retirement plan

PLUNKETT'S PEST CONTROL, INC. EMPLOYEE SAVINGS PLAN

Name: PLUNKETT'S PEST CONTROL, INC. - PLUNKETT'S PEST CONTROL, INC. EMPLOYEE SAVINGS PLAN (2018) Form 5500
Creator: PLUNKETT'S PEST CONTROL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PLUNKETT'S PEST CONTROL, INC. EMPLOYEE SAVINGS PLAN, PLUNKETT'S PEST CONTROL, INC.

PLUNKETT'S PEST CONTROL, INC.EIN 41-0840310Plan #001PY 2018

40 NE 52ND WAY - FRIDLEY, MN 55421763-571-7100plunkettspestcontrol.comLinkedIn201-500 employeesconsumer services

Prospect flagsHigh feesCorrective distributions

Top hat statement on fileNQDC

Filed July 10, 2018

Plan administrator

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3210 Stinson Blvd

Minneapolis State: MN Zip Code: 55418

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Plans declared (1)

Plunkett's Pest Control Nonqualified Deferred Compensation Plan2 emp

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Total assets (EOY)

$35M

+16.3% from 2017

Total participants

446

+19.9% from 2017

Average account balance

$82,149

-3.9% from 2017

Annual return

14.52%

+6.03 pp from 2017

Benchmarks

See 845 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants250-999

Cohort845 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$61.28M

Not enough data

1 years with asset history on file

Average account balance

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

$68K

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.

901

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.

99.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$4.63M

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

+16.03%

Not enough data

1 years with return on file

Admin fee / account holder

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

$180

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
COMPASS CAPITAL MANAGEMENT INC3+ years Filed as: COMPASS CAPITAL MANAGEMENT, INC. Service code 51 · EIN 41-1611668 706 2ND AVENUE SOUTH, STE 400 · MINNEAPOLIS, MN 55402	Investment Mgmt Fees	$158,308

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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$163K

$428 / participant

Investment mgmt$158K97.0%
Other / not subdivided$5K3.0%

% of EOY assets

0.466%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: REDPATH AND COMPANY, LTD.
Auditor EIN: 410975573
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$82,149

$43,999+86.7%

$79,466+3.4%

$55,725+47.4%

Participation rate

94.8%

66.9%+27.8pp

73.3%+21.4pp

70.9%+23.9pp

Annual return

14.52%

1.81%+12.7pp

718.28%-703.8pp

244.93%-230.4pp

Employer contribution / active EE

$1,420

$1,830-22.4%

$2,800-49.3%

$2,078-31.6%

Participant deferral / active EE

$4,235

$2,538+66.8%

$3,704+14.3%

$3,356+26.2%

Admin fee / account holder

$383

$118+225.8%

$5,104-92.5%

$115+232.5%

Provider

Service type

Compensation

COMPASS CAPITAL MANAGEMENT INC3+ years

Filed as: COMPASS CAPITAL MANAGEMENT, INC.

Service code 51 · EIN 41-1611668

706 2ND AVENUE SOUTH, STE 400 · MINNEAPOLIS, MN 55402

Investment Mgmt Fees

$158,308

PLUNKETT'S PEST CONTROL, INC. EMPLOYEE SAVINGS PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PLUNKETT'S PEST CONTROL, INC. EMPLOYEE SAVINGS PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

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