Retirement plan

S.E.W. FRIEL PROFIT SHARING AND 401(K) PLAN

Name: S.E.W. FRIEL - S.E.W. FRIEL PROFIT SHARING AND 401(K) PLAN (2015) Form 5500
Creator: S.E.W. FRIEL
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, S.E.W. FRIEL PROFIT SHARING AND 401(K) PLAN, S.E.W. FRIEL

S.E.W. FRIELEIN 52-0320370Plan #001PY 2015

PO BOX 10 - QUEENSTOWN, MD 216580010410-827-8811sewfriel.comLinkedIn201-500 employeesfood production

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3M

No prior year

Total participants

No prior year

Average account balance

$50,477

No prior year

Annual return

-0.04%

No prior year

Benchmarks

See 2,073 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort2,073 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.66M

Not enough data

1 years with asset history on file

Average account balance

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

$72K

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.

123.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$339K

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

+13.00%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3532

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 codes2E2J2F2G2T3D

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.
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

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

$41K

$650 / participant

Other / not subdivided$41K100.0%

% of EOY assets

1.352%

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

$50,477

$48,274+4.6%

$63,244-20.2%

$59,633-15.4%

Participation rate

95.2%

66.3%+28.9pp

71.0%+24.2pp

68.7%+26.6pp

Annual return

-0.04%

-240.79%+240.7pp

-70.31%+70.3pp

2041.45%-2041.5pp

Employer contribution / active EE

$581

$1,586-63.4%

$2,322-75.0%

$2,203-73.6%

Participant deferral / active EE

$3,133

$2,343+33.7%

$2,953+6.1%

$3,192-1.8%

Admin fee / account holder

$683

$3,600-81.0%

$5,893-88.4%

$4,297-84.1%

S.E.W. FRIEL PROFIT SHARING AND 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

S.E.W. FRIEL PROFIT SHARING AND 401(K) 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