Retirement plan

PEPSI COLA MEMPHIS BOTTLING COMPANY 401(K) PROFIT SHARING PLAN AND TRUST

Name: PEPSI COLA MEMPHIS BOTTLING COMPANY - PEPSI COLA MEMPHIS BOTTLING COMPANY 401(K) PROFIT SHARING PLAN AND TRUST (2017) Form 5500
Creator: PEPSI COLA MEMPHIS BOTTLING COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PEPSI COLA MEMPHIS BOTTLING COMPANY 401(K) PROFIT SHARING PLAN AND TRUST, PEPSI COLA MEMPHIS BOTTLING COMPANY

PEPSI COLA MEMPHIS BOTTLING COMPANYEIN 43-0720442Plan #002PY 2017

520 EAST GRAND P.O. BOX 277 - MEMPHIS, MO 63555660-465-8553

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$6.4M

+12.3% from 2016

Total participants

-1.8% from 2016

Average account balance

$118,021

+14.4% from 2016

Annual return

14.69%

+6.10 pp from 2016

Benchmarks

See 2,342 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort2,342 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.27M

Not enough data

1 years with asset history on file

Average account balance

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

$182K

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.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$177K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+10.52%

Not enough data

1 years with return on file

Admin fee / account holder

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

$16935

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 codes2E2J2G3D3H2F

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.
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

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

$388K

$8086 / participant

Other / not subdivided$388K100.0%

% of EOY assets

6.090%

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

$118,021

$56,544+108.7%

$75,501+56.3%

$70,126+68.3%

Participation rate

100.0%

68.1%+31.9pp

72.4%+27.6pp

69.5%+30.5pp

Annual return

14.69%

23.59%-8.9pp

27.35%-12.7pp

73.15%-58.5pp

Employer contribution / active EE

$3,688

$1,817+103.0%

$2,352+56.8%

$2,343+57.4%

Participant deferral / active EE

$1,535

$2,580-40.5%

$3,142-51.2%

$3,332-53.9%

Admin fee / account holder

$7,187

$3,827+87.8%

$5,801+23.9%

$4,645+54.7%

PEPSI COLA MEMPHIS BOTTLING COMPANY 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PEPSI COLA MEMPHIS BOTTLING COMPANY 401(K) 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