Retirement plan

OKEENA TERMITE AND PEST CONTROL,LLC 401K PLAN

Name: OKEENA TERMITE AND PEST CONTROL,LLC - OKEENA TERMITE AND PEST CONTROL,LLC 401K PLAN (2016) Form 5500
Creator: OKEENA TERMITE AND PEST CONTROL,LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, OKEENA TERMITE AND PEST CONTROL,LLC 401K PLAN, OKEENA TERMITE AND PEST CONTROL,LLC

OKEENA TERMITE AND PEST CONTROL,LLCEIN 46-3862680Plan #001PY 2016

319 DEPOT STREET - RIDGELY, TN 38080731-264-0088LinkedIn1-10 employeesutilities

Prospect flagsLow returnsLow assets / participant

How to read this page

Total assets (EOY)

$12K

+120.4% from 2015

Total participants

+33.3% from 2015

Average account balance

$3,122

+65.3% from 2015

Annual return

-1.48%

-1.48 pp from 2015

Benchmarks

See 11,489 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort11,489 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$242K

Not enough data

1 years with asset history on file

Average account balance

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

$24K

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.

111.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$29K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+17.01%

Not enough data

1 years with return on file

Admin fee / account holder

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

$409

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 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

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$103

$26 / participant

Other / not subdivided$103100.0%

% of EOY assets

0.825%

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

$3,122

$93,064-96.6%

$74,577-95.8%

$273,972-98.9%

Participation rate

100.0%

74.9%+25.1pp

68.1%+31.9pp

83.0%+17.0pp

Annual return

-1.48%

26.18%-27.7pp

20.47%-22.0pp

41.46%-42.9pp

Employer contribution / active EE

$801

$3,160-74.7%

$2,525-68.3%

$4,869-83.6%

Participant deferral / active EE

$926

$4,160-77.8%

$3,458-73.2%

$5,287-82.5%

Admin fee / account holder

$26

$5,273-99.5%

$4,138-99.4%

$10,133-99.7%

OKEENA TERMITE AND PEST CONTROL,LLC 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

OKEENA TERMITE AND PEST CONTROL,LLC 401K 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