Retirement plan

PREMIER PONDS, LLC RATE GROUP PROFIT SHARING PLAN

Name: PREMIER PONDS, LLC - PREMIER PONDS, LLC RATE GROUP PROFIT SHARING PLAN (2015) Form 5500
Creator: PREMIER PONDS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PREMIER PONDS, LLC RATE GROUP PROFIT SHARING PLAN, PREMIER PONDS, LLC

PREMIER PONDS, LLCEIN 52-2341981Plan #001PY 2015

16010 KRUHM ROAD - BURTONSVILLE, MD 20866301-821-7777

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$249K

No prior year

Total participants

No prior year

Average account balance

$62,138

No prior year

Annual return

-3.46%

No prior year

Benchmarks

See 30,166 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort30,166 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$727K

Not enough data

1 years with asset history on file

Average account balance

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

$66K

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.

137.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$112K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+16.47%

Not enough data

1 years with return on file

Admin fee / account holder

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

$393

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 codes2E2R2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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

$1K

$308 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.496%

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

$62,138

$87,540-29.0%

$75,781-18.0%

$125,392-50.4%

Participation rate

100.0%

80.2%+19.8pp

75.8%+24.2pp

83.2%+16.8pp

Annual return

-3.46%

13.48%-16.9pp

9.68%-13.1pp

282.23%-285.7pp

Employer contribution / active EE

$15,719

$3,930+300.0%

$3,323+373.0%

$4,866+223.0%

Participant deferral / active EE

$4,229-100.0%

$3,651-100.0%

$5,351-100.0%

Admin fee / account holder

$308

$6,502-95.3%

$5,299-94.2%

$9,541-96.8%

PREMIER PONDS, LLC RATE GROUP PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PREMIER PONDS, LLC RATE GROUP 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