Retirement plan

PAN-PACIFIC HOLDINGS CORPORATION SAVINGS RETIREMENT PLAN

Name: PAN-PACIFIC HOLDINGS CORPORATION - PAN-PACIFIC HOLDINGS CORPORATION SAVINGS RETIREMENT PLAN (2015) Form 5500
Creator: PAN-PACIFIC HOLDINGS CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PAN-PACIFIC HOLDINGS CORPORATION SAVINGS RETIREMENT PLAN, PAN-PACIFIC HOLDINGS CORPORATION

PAN-PACIFIC HOLDINGS CORPORATIONEIN 47-4758602Plan #003PY 2015

18250 EUCLID STREET - FOUNTAIN VALLEY, CA 92708949-474-9170LinkedIn51-200 employeesindividual & family services

Other plans on this EIN

1 filing

#002Retirement-$3.5M assets

Prospect flagsLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$4.1M

No prior year

Total participants

132

No prior year

Average account balance

$45,678

No prior year

Annual return

3.72%

No prior year

Benchmarks

See 1,997 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants100-249

Cohort1,997 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$17.63M

Not enough data

1 years with asset history on file

Average account balance

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

$84K

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.

210

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.

70.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.25M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+23.09%

Not enough data

1 years with return on file

Admin fee / account holder

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

$286

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 2 by compensation

Provider	Service type	Compensation
TRIAD ADVISORS INC1+ years Filed as: TRIAD ADVISORS Service code 28 · EIN 65-0173164	Investment Management	$28,343
INTEGRATED CAPITAL MANAGEMENT1+ years Service code 28 · EIN 90-0438638 410 SPRUCE ST. 4TH FLOOR · SCRANTON, PA 18503	Investment Management	$10,628

Plan features & details

Pension benefit codes2E2F2G2J2K3D

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$11K

$94 / participant

Other / not subdivided$11K100.0%

% of EOY assets

0.275%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: HARDING, SHYMANSKI & COMPANY, LLC
Auditor EIN: 351346211
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$45,678

$50,464-9.5%

$75,784-39.7%

$52,331-12.7%

Participation rate

63.9%

66.8%-2.9pp

75.8%-12.0pp

68.1%-4.2pp

Annual return

3.72%

1.03%+2.7pp

9.68%-6.0pp

4.54%-0.8pp

Employer contribution / active EE

$1,498

$1,988-24.7%

$3,323-54.9%

$1,882-20.4%

Participant deferral / active EE

$4,236

$2,570+64.8%

$3,652+16.0%

$3,022+40.2%

Admin fee / account holder

$126

$1,103-88.6%

$5,300-97.6%

$592-78.7%

Provider

Service type

Compensation

TRIAD ADVISORS INC1+ years

Filed as: TRIAD ADVISORS

Service code 28 · EIN 65-0173164

Investment Management

$28,343

INTEGRATED CAPITAL MANAGEMENT1+ years

Service code 28 · EIN 90-0438638

410 SPRUCE ST. 4TH FLOOR · SCRANTON, PA 18503

Investment Management

$10,628

PAN-PACIFIC HOLDINGS CORPORATION SAVINGS RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PAN-PACIFIC HOLDINGS CORPORATION SAVINGS RETIREMENT 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