Retirement plan

PRIME SALES AND MARKETING, INC 401K PROFIT SHARING PLAN

Name: PRIME SALES AND MARKETING, INC - PRIME SALES AND MARKETING, INC 401K PROFIT SHARING PLAN (2017) Form 5500
Creator: PRIME SALES AND MARKETING, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PRIME SALES AND MARKETING, INC 401K PROFIT SHARING PLAN, PRIME SALES AND MARKETING, INC

PRIME SALES AND MARKETING, INCEIN 47-2615386Plan #001PY 2017

1000 WEST PARK DRIVE SUITE 8 - BENTONVILLE, AR 72712479-586-1747primesmg.comLinkedIn11-50 employeesconsumer goods

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$188K

-21.7% from 2016

Total participants

+50.0% from 2016

Average account balance

$31,264

No prior year

Annual return

21.51%

+21.51 pp from 2016

Benchmarks

See 7,344 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort7,344 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.46M

Not enough data

1 years with asset history on file

Average account balance

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

$133K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$135K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+9.53%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1789

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 codes2C2J

Plan features

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

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

$2K

$400 / participant

Other / not subdivided$2K100.0%

% of EOY assets

1.279%

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

$31,264

$113,338-72.4%

$94,993-67.1%

$147,586-78.8%

Participation rate

100.0%

78.0%+22.0pp

73.9%+26.1pp

82.8%+17.2pp

Annual return

21.51%

20.80%+0.7pp

27.14%-5.6pp

578.59%-557.1pp

Employer contribution / active EE

$4,256

$3,160+34.7%

$2,603+63.5%

$4,876-12.7%

Participant deferral / active EE

$12,544

$3,777+232.1%

$3,317+278.2%

$5,439+130.6%

Admin fee / account holder

$400

$6,063-93.4%

$4,960-91.9%

$10,886-96.3%

PRIME SALES AND MARKETING, INC 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PRIME SALES AND MARKETING, INC 401K 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