Retirement plan

POMPEIAN, INC. CASH OR DEFERRED PROFIT SHARING PLAN

Name: POMPEIAN, INC. - POMPEIAN, INC. CASH OR DEFERRED PROFIT SHARING PLAN (2022) Form 5500
Creator: POMPEIAN, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, POMPEIAN, INC. CASH OR DEFERRED PROFIT SHARING PLAN, POMPEIAN, INC.

POMPEIAN, INC.EIN 52-1036484Plan #001PY 2022

4201 PULASKI HIGHWAY, P.O. BOX 8863 - BALTIMORE, MD 21224410-276-6900pompeian.comLinkedIn51-200 employeesconsumer goods

Prospect flagsCorrective distributions

Top hat statement on fileNQDC

Filed August 29, 2023

Plan administrator

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501 Corporate Circle

Harrisburg, PA 17110

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Plans declared (1)

Plan name not on file7 emp

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Total assets (EOY)

$8M

-3.2% from 2021

Total participants

326

+16.8% from 2021

Average account balance

$24,795

-17.0% from 2021

Annual return

-14.42%

-24.54 pp from 2021

Benchmarks

See 936 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort936 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$11.57M

Not enough data

1 years with asset history on file

Average account balance

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

$37K

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.

309

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.

99.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.72M

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

+11.89%

Not enough data

1 years with return on file

Admin fee / account holder

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

$332

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

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Service providers

Top 3 by compensation

Provider	Service type	Compensation
ARPS LLC1 year Service code 49 · EIN 52-2025778 11350 MCCORMICK ROAD · HUNT VALLEY, MD 21031	Other Services	$0
RAMSCO, INC2 years Service code 49 · EIN 52-1728988 EXECUTIVE PLAZA I STE 802 · HUNT VALLEY, MD 21031	Other Services	$0
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 99 · EIN 34-1542819 1525 WEST W.T. HARRIS BLVD · CHARLOTTE, NC 28262	Other Fees	$0

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

1 tripped

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$41K

$205 / participant

Investment mgmt$41K100.0%

% of EOY assets

0.514%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: RSM US LLP
Auditor EIN: 420714325
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$24,795

$50,199-50.6%

$69,884-64.5%

$66,938-63.0%

Participation rate

99.0%

66.3%+32.7pp

70.5%+28.5pp

69.8%+29.2pp

Annual return

-14.42%

-13.85%-0.6pp

190.81%-205.2pp

1.58%-16.0pp

Employer contribution / active EE

$2,381

$1,864+27.8%

$2,560-7.0%

$2,545-6.4%

Participant deferral / active EE

$6,002

$3,112+92.8%

$3,848+56.0%

$4,238+41.6%

Admin fee / account holder

$128

$600-78.7%

$6,266-98.0%

$594-78.5%

Provider

Service type

Compensation

ARPS LLC1 year

Service code 49 · EIN 52-2025778

11350 MCCORMICK ROAD · HUNT VALLEY, MD 21031

Other Services

RAMSCO, INC2 years

Service code 49 · EIN 52-1728988

EXECUTIVE PLAZA I STE 802 · HUNT VALLEY, MD 21031

Other Services

WELLS FARGO BANK, N.A.1 year

Filed as: WELLS FARGO CLEARING SERVICES LLC

Service code 99 · EIN 34-1542819

1525 WEST W.T. HARRIS BLVD · CHARLOTTE, NC 28262

Other Fees

POMPEIAN, INC. CASH OR DEFERRED PROFIT SHARING PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

POMPEIAN, INC. CASH OR DEFERRED PROFIT SHARING PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

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