Retirement plan

OUTDOOR RESEARCH, LLC 401(K) RETIREMENT SAVINGS PLAN

Name: OUTDOOR RESEARCH, LLC - OUTDOOR RESEARCH, LLC 401(K) RETIREMENT SAVINGS PLAN (2017) Form 5500
Creator: OUTDOOR RESEARCH, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, OUTDOOR RESEARCH, LLC 401(K) RETIREMENT SAVINGS PLAN, OUTDOOR RESEARCH, LLC

OUTDOOR RESEARCH, LLCEIN 46-5072387Plan #001PY 2017

2203 1ST AVENUE SOUTH - SEATTLE, WA 98134206-467-8197outdoorresearch.comLinkedIn201-500 employeesapparel & fashion

Prospect flagsLow participationLow employer contribution

How to read this page

Total assets (EOY)

$4.2M

+16.6% from 2016

Total participants

265

-2.2% from 2016

Average account balance

$30,512

-11.5% from 2016

Annual return

19.66%

+9.38 pp from 2016

Benchmarks

See 935 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort935 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$12.79M

Not enough data

1 years with asset history on file

Average account balance

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

$48K

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.

269

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.

67.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.61M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+13.57%

Not enough data

1 years with return on file

Admin fee / account holder

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

$153

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

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

Service providers

Top 1 by compensation

Provider	Service type	Compensation
GARDE CAPITAL2 years Service code 26 · EIN 27-0321092	Advisory (Participants)	$12,978

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 participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$16K

$67 / participant

Investment mgmt$13K83.1%
Other / not subdivided$3K16.9%

% of EOY assets

0.373%

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: MOSS ADAMS
Auditor EIN: 910189318
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$30,512

$50,385-39.4%

$75,501-59.6%

$62,293-51.0%

Participation rate

45.1%

67.7%-22.6pp

72.4%-27.3pp

69.5%-24.5pp

Annual return

19.66%

19.90%-0.2pp

27.35%-7.7pp

28.90%-9.2pp

Employer contribution / active EE

$322

$1,537-79.1%

$2,352-86.3%

$2,042-84.2%

Participant deferral / active EE

$1,695

$2,445-30.7%

$3,142-46.1%

$3,169-46.5%

Admin fee / account holder

$114

$384-70.3%

$5,801-98.0%

$479-76.2%

Provider

Service type

Compensation

GARDE CAPITAL2 years

Service code 26 · EIN 27-0321092

Advisory (Participants)

$12,978

OUTDOOR RESEARCH, LLC 401(K) RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

OUTDOOR RESEARCH, LLC 401(K) RETIREMENT SAVINGS 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