Retirement plan

LOHR DISTRIBUTING COMPANY, INC. DEFINED CONTRIBUTION PLAN

Name: LOHR DISTRIBUTING COMPANY, INC. - LOHR DISTRIBUTING COMPANY, INC. DEFINED CONTRIBUTION PLAN (2016) Form 5500
Creator: LOHR DISTRIBUTING COMPANY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LOHR DISTRIBUTING COMPANY, INC. DEFINED CONTRIBUTION PLAN, LOHR DISTRIBUTING COMPANY, INC.

LOHR DISTRIBUTING COMPANY, INC.EIN 43-0799063Plan #005PY 2016

1100 S. 9TH STREET - ST. LOUIS, MO 63104314-231-6400lohrdistributing.comLinkedIn11-50 employees

Other plans on this EIN

1 filing

#001Retirement-$7.0M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.5M

+6.5% from 2015

Total participants

+12.2% from 2015

Average account balance

$47,941

-7.6% from 2015

Annual return

7.33%

+6.16 pp from 2015

Benchmarks

See 9,335 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants25-99

Cohort9,335 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.13M

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.

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.

126.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$327K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+9.21%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2441

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 codes2E2F2G2J2T

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.

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

$244K

$5431 / participant

Other / not subdivided$244K100.0%

% of EOY assets

9.619%

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

$47,941

$69,977-31.5%

$108,582-55.8%

$62,881-23.8%

Participation rate

95.6%

72.9%+22.7pp

79.6%+16.0pp

69.3%+26.3pp

Annual return

7.33%

10.73%-3.4pp

-51.70%+59.0pp

20.14%-12.8pp

Employer contribution / active EE

$2,767

$2,135+29.6%

$3,758-26.4%

$2,281+21.3%

Participant deferral / active EE

$1,955

$3,165-38.2%

$4,311-54.6%

$3,203-39.0%

Admin fee / account holder

$4,611

$5,076-9.2%

$7,645-39.7%

$4,296+7.3%

LOHR DISTRIBUTING COMPANY, INC. DEFINED CONTRIBUTION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LOHR DISTRIBUTING COMPANY, INC. DEFINED CONTRIBUTION 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