Retirement plan

T.G. ADAMS & SONS, INC. 401(K) PROFIT SHARING PLAN

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

T.G. ADAMS & SONS, INC.EIN 51-0106782Plan #002PY 2018

P.O. BOX 367, RAILROAD AVE. - BRIDGEVILLE, DE 19933302-337-8281LinkedIn11-50 employeesfarming

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$481K

-3.2% from 2017

Total participants

-12.5% from 2017

Average account balance

$43,692

-20.8% from 2017

Annual return

-5.58%

-21.49 pp from 2017

Benchmarks

See 22,376 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,376 peers

Snapshot2018

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$1.14M

Not enough data

1 years with asset history on file

Average account balance

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

$95K

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.

92.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$71K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+13.62%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

See the 10-year trajectory. $4.99 for your first month.

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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 codes2E2G2J3D

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.
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

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

$35K

$2510 / participant

Other / not subdivided$35K100.0%

% of EOY assets

7.312%

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: -

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$43,692

$135,635-67.8%

$110,238-60.4%

$135,375-67.7%

Participation rate

78.6%

83.5%-4.9pp

79.8%-1.2pp

82.6%-4.1pp

Annual return

-5.58%

513.19%-518.8pp

314.74%-320.3pp

519.73%-525.3pp

Employer contribution / active EE

$1,216

$4,906-75.2%

$3,826-68.2%

$4,779-74.5%

Participant deferral / active EE

$2,116

$5,506-61.6%

$4,672-54.7%

$5,609-62.3%

Admin fee / account holder

$3,195

$11,457-72.1%

$8,547-62.6%

$10,827-70.5%

T.G. ADAMS & SONS, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

T.G. ADAMS & SONS, 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