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 (2016) 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 2016

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

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3.3M

+8.1% from 2015

Total participants

+3.2% from 2015

Average account balance

$53,677

+6.3% from 2015

Annual return

5.41%

+5.45 pp from 2015

Benchmarks

See 2,310 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort2,310 peers

Snapshot2016

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 codes2E2J2F2G3B3D2T

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

$182K

$2930 / participant

Other / not subdivided$182K100.0%

% of EOY assets

5.547%

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

$53,677

$52,306+2.6%

$69,779-23.1%

$62,881-14.6%

Participation rate

93.5%

67.2%+26.3pp

71.8%+21.7pp

69.3%+24.2pp

Annual return

5.41%

13.35%-7.9pp

12.99%-7.6pp

20.14%-14.7pp

Employer contribution / active EE

$747

$1,799-58.5%

$2,338-68.0%

$2,281-67.2%

Participant deferral / active EE

$2,775

$2,395+15.9%

$2,931-5.3%

$3,203-13.4%

Admin fee / account holder

$2,978

$3,691-19.3%

$4,381-32.0%

$4,296-30.7%

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