Retirement plan

SCHELL & KAMPETER, INC. PROFIT SHARING PLAN

Name: SCHELL & KAMPETER, INC. - SCHELL & KAMPETER, INC. PROFIT SHARING PLAN (2017) Form 5500
Creator: SCHELL & KAMPETER, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SCHELL & KAMPETER, INC. PROFIT SHARING PLAN, SCHELL & KAMPETER, INC.

SCHELL & KAMPETER, INC.EIN 43-0951994Plan #001PY 2017

4TH AND OLIVE - META, MO 65058573-229-4203LinkedIn501-1000 employeesfood production

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed December 18, 2019

Plan administrator

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103 North Olive

Meta, MO 65058

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Plans declared (1)

Diamond Pet Foods Deferred Compensation Plan10 emp

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Total assets (EOY)

$52.6M

+23.4% from 2016

Total participants

764

+16.5% from 2016

Average account balance

$69,569

+5.7% from 2016

Annual return

17.53%

+10.99 pp from 2016

Benchmarks

See 684 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort684 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$116.52M

Not enough data

1 years with asset history on file

Average account balance

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

$90K

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.

1,300

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.

99.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$12.10M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+14.00%

Not enough data

1 years with return on file

Admin fee / account holder

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

$226

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 3 by compensation

Provider	Service type	Compensation
STANCORP FINANCIAL GROUP3+ years Service code 12 · EIN 93-1253576	Claims processing; Sub-transfer agenc...	$106,853
STANCORP FINANCIAL GROUP3+ years Filed as: STANCORP FINANCIAL Service code 19	Securities Custodian	$21,183
PROVIDENCE FINANCIAL, LLC3+ years Service code 10 · EIN 27-0275591	Accounting	$18,500

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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$125K

$184 / participant

Contract admin$125K100.0%

% of EOY assets

0.238%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: WILLIAMS-KEEPERS LLC
Auditor EIN: 431126847
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$69,569

$53,925+29.0%

$75,501-7.9%

$69,631-0.1%

Participation rate

98.8%

71.2%+27.6pp

72.4%+26.5pp

70.7%+28.1pp

Annual return

17.53%

17.84%-0.3pp

27.35%-9.8pp

27571.02%-27553.5pp

Employer contribution / active EE

$4,009

$1,802+122.4%

$2,352+70.5%

$2,032+97.3%

Participant deferral / active EE

$3,425

$2,569+33.3%

$3,142+9.0%

$3,224+6.2%

Admin fee / account holder

$166

$97+70.8%

$5,801-97.1%

$110+50.1%

Provider

Service type

Compensation

STANCORP FINANCIAL GROUP3+ years

Service code 12 · EIN 93-1253576

Claims processing; Sub-transfer agenc...

$106,853

STANCORP FINANCIAL GROUP3+ years

Filed as: STANCORP FINANCIAL

Service code 19

Securities Custodian

$21,183

PROVIDENCE FINANCIAL, LLC3+ years

Service code 10 · EIN 27-0275591

Accounting

$18,500

SCHELL & KAMPETER, INC. PROFIT SHARING 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

SCHELL & KAMPETER, INC. PROFIT SHARING 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