Retirement plan

FARRISH 401(K) PLAN FOR TERMINATED EMPLOYEES

Name: FARRISH OF FAIRFAX, INC. - FARRISH 401(K) PLAN FOR TERMINATED EMPLOYEES (2016) Form 5500
Creator: FARRISH OF FAIRFAX, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FARRISH 401(K) PLAN FOR TERMINATED EMPLOYEES, FARRISH OF FAIRFAX, INC.

FARRISH OF FAIRFAX, INC.EIN 54-0674580Plan #003PY 2016

9610 FAIRFAX BLVD. - FAIRFAX, VA 22031703-273-0200farrishacdelco.comLinkedIn51-200 employeesretail

Other plans on this EIN

1 filing

#002Retirement-$1.6M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$415K

-14.7% from 2015

Total participants

-14.3% from 2015

Average account balance

$23,029

-0.5% from 2015

Annual return

12.38%

-3.71 pp from 2015

Benchmarks

See 18,030 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort18,030 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$18K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-97.61%

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

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 codes2J2E

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

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

$132K

Other / not subdivided$132K100.0%

% of EOY assets

31.798%

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

$23,029

$93,346-75.3%

$71,796-67.9%

$273,972-91.6%

Participation rate

0.0%

76.5%-76.5pp

69.1%-69.1pp

83.0%-83.0pp

Annual return

12.38%

130.39%-118.0pp

78.04%-65.7pp

41.46%-29.1pp

Employer contribution / active EE

$2,733-100.0%

$1,924-100.0%

$4,869-100.0%

Participant deferral / active EE

$3,475-100.0%

$2,794-100.0%

$5,287-100.0%

Admin fee / account holder

$7,323

$6,571+11.4%

$4,815+52.1%

$10,133-27.7%

FARRISH 401(K) PLAN FOR TERMINATED EMPLOYEES

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FARRISH 401(K) PLAN FOR TERMINATED EMPLOYEES

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