Retirement plan

SNELL SERVICES, INC. 401(K) PROFIT SHARING PLAN

Name: SNELL SERVICES, INC. - SNELL SERVICES, INC. 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: SNELL SERVICES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SNELL SERVICES, INC. 401(K) PROFIT SHARING PLAN, SNELL SERVICES, INC.

SNELL SERVICES, INC.EIN 47-0558133Plan #001PY 2018

2220 WEST FRONT STREET, PO BOX 629 - NORTH PLATTE, NE 691030629308-532-6870snellservices.comLinkedIn51-200 employeesconstruction

Prospect flagsLow participationLow employer contribution

How to read this page

Total assets (EOY)

$5.1M

-15.7% from 2017

Total participants

128

-8.6% from 2017

Average account balance

$67,881

-13.4% from 2017

Annual return

-7.48%

-30.11 pp from 2017

Benchmarks

See 2,759 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants100-249

Cohort2,759 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.15M

Not enough data

1 years with asset history on file

Average account balance

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

$119K

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.

43.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$292K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+18.11%

Not enough data

1 years with return on file

Admin fee / account holder

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

$19353

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 codes2E2G2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

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

$7K

$61 / participant

Other / not subdivided$7K100.0%

% of EOY assets

0.144%

all-in expense ratio

Categories reported

0 / 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: MOORE & HAWKS, P.C.
Auditor EIN: 030460989
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$67,881

$55,449+22.4%

$83,830-19.0%

$56,287+20.6%

Participation rate

55.8%

68.0%-12.2pp

76.1%-20.3pp

69.9%-14.0pp

Annual return

-7.48%

-1.38%-6.1pp

850.97%-858.4pp

-9.96%+2.5pp

Employer contribution / active EE

$328

$2,430-86.5%

$3,631-91.0%

$2,111-84.5%

Participant deferral / active EE

$2,780

$2,935-5.3%

$4,082-31.9%

$3,350-17.0%

Admin fee / account holder

$98

$656-85.1%

$5,479-98.2%

$521-81.2%

SNELL SERVICES, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SNELL SERVICES, INC. 401(K) PROFIT SHARING 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