Retirement plan

PIONEER ENTERPRISES, INC. MONEY PURCHASE PENSION PLAN

Name: PIONEER ENTERPRISES, INC. - PIONEER ENTERPRISES, INC. MONEY PURCHASE PENSION PLAN (2016) Form 5500
Creator: PIONEER ENTERPRISES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PIONEER ENTERPRISES, INC. MONEY PURCHASE PENSION PLAN, PIONEER ENTERPRISES, INC.

PIONEER ENTERPRISES, INC.EIN 46-0373405Plan #002PY 2016

300 N. CHAPEL HILL RD. - SIOUX FALLS, SD 57103605-336-9435

Other plans on this EIN

1 filing

#001Retirement-$7.2M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$6.6M

+8.9% from 2015

Total participants

-2.4% from 2015

Average account balance

$90,938

+10.4% from 2015

Annual return

7.34%

+6.05 pp from 2015

Benchmarks

See 7,815 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort7,815 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 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

Not enough data

0 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

-99.48%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2C2F2G3D

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit 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.
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

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

$192K

$2830 / participant

Other / not subdivided$192K100.0%

% of EOY assets

2.899%

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

$90,938

$48,078+89.1%

$78,676+15.6%

$62,881+44.6%

Participation rate

89.7%

65.2%+24.5pp

73.6%+16.1pp

69.3%+20.4pp

Annual return

7.34%

31.36%-24.0pp

62.19%-54.9pp

20.14%-12.8pp

Employer contribution / active EE

$4,103

$2,015+103.7%

$2,850+44.0%

$2,281+79.9%

Participant deferral / active EE

$2,587-100.0%

$3,517-100.0%

$3,203-100.0%

Admin fee / account holder

$2,637

$3,206-17.8%

$4,510-41.5%

$4,296-38.6%

PIONEER ENTERPRISES, INC. MONEY PURCHASE PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PIONEER ENTERPRISES, INC. MONEY PURCHASE PENSION 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