Retirement plan

PRAIRIE CENTER PLUMBING HEATING & AIR CONDITIONING 401(K) PS

Name: PRAIRIE CENTER PLUMBING HEATING & AIR CONDITIONING, INC. - PRAIRIE CENTER PLUMBING HEATING & AIR CONDITIONING 401(K) PS (2017) Form 5500
Creator: PRAIRIE CENTER PLUMBING HEATING & AIR CONDITIONING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PRAIRIE CENTER PLUMBING HEATING & AIR CONDITIONING 401(K) PS, PRAIRIE CENTER PLUMBING HEATING & AIR CONDITIONING, INC.

PRAIRIE CENTER PLUMBING HEATING & AIR CONDITIONING, INC.EIN 48-0809060Plan #001PY 2017

242 N MARION - OLATHE, KS 66061913-829-6263prairiecenterplumbingheating.comLinkedIn11-50 employeesindividual & family services

Prospect flagsLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$555K

+28.6% from 2016

Total participants

-9.1% from 2016

Average account balance

$50,447

+28.6% from 2016

Annual return

22.23%

+15.42 pp from 2016

Benchmarks

See 37,229 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort37,229 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.15M

Not enough data

1 years with asset history on file

Average account balance

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

$105K

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.

50.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$59K

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

+17.17%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1064

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 codes2E2G2J2T3D

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.
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.
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

$2K

$120 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.431%

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

$50,447

$106,008-52.4%

$92,240-45.3%

$147,586-65.8%

Participation rate

55.0%

80.4%-25.4pp

76.5%-21.5pp

82.8%-27.8pp

Annual return

22.23%

50.05%-27.8pp

176.29%-154.1pp

578.59%-556.4pp

Employer contribution / active EE

$4,333-100.0%

$3,680-100.0%

$4,876-100.0%

Participant deferral / active EE

$1,378

$4,478-69.2%

$3,897-64.6%

$5,439-74.7%

Admin fee / account holder

$217

$6,333-96.6%

$5,194-95.8%

$10,886-98.0%

PRAIRIE CENTER PLUMBING HEATING & AIR CONDITIONING 401(K) PS

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PRAIRIE CENTER PLUMBING HEATING & AIR CONDITIONING 401(K) PS

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