Retirement plan

THE FIESTA TABLEWARE COMPANY 401(K) PROFIT SHARING PLAN

Name: THE FIESTA TABLEWARE COMPANY - THE FIESTA TABLEWARE COMPANY 401(K) PROFIT SHARING PLAN (2023) Form 5500
Creator: THE FIESTA TABLEWARE COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE FIESTA TABLEWARE COMPANY 401(K) PROFIT SHARING PLAN, THE FIESTA TABLEWARE COMPANY

THE FIESTA TABLEWARE COMPANYEIN 55-0215070Plan #003PY 2023

672 FIESTA DRIVE - NEWELL, WV 260501077304-387-1300fiestafactorydirect.comLinkedIn501-1000 employeesretail

Other plans on this EIN

2 filings

#002Retirement-$19.2M assets #001Retirement-$8.4M assets

Prospect flagsLow participationLow employer contribution

How to read this page

Total assets (EOY)

$12M

+7.3% from 2022

Total participants

133

-6.3% from 2022

Average account balance

$116,176

+16.7% from 2022

Annual return

18.04%

+35.91 pp from 2022

Benchmarks

See 56 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Cohort56 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$12.56M

Not enough data

1 years with asset history on file

Average account balance

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

$102K

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.

123

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.

95.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$574K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+15.31%

Not enough data

1 years with return on file

Admin fee / account holder

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

$229

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

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

Service providers

Top 3 by compensation

Provider	Service type	Compensation
HUNTINGTON NATIONAL BANK4 years Service code 27 · EIN 31-0966785	Advisory (Plan)	$16,887
ONEDIGITAL INVESTMENT ADVISORS LLC1 year Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 43-1451524	Advisory (Plan)	$11,812
TRANSAMERICA RETIREMENT SOLUTIONS1 year Filed as: TRANSAMERICA RETIREMENT SOL, LLC Service code 15 · EIN 13-3689044	Recordkeeping	$11,458

Plan features & details

Pension benefit codes2E2F2G2J2S2T

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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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.

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$10K

$104 / participant

Contract admin$10K100.0%

% of EOY assets

0.086%

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: SISTERSON & CO LLP
Auditor EIN: 251467156
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$116,176

$73,710+57.6%

$98,461+18.0%

Participation rate

69.7%

64.9%+4.8pp

75.2%-5.5pp

Annual return

18.04%

11.66%+6.4pp

21.17%-3.1pp

Employer contribution / active EE

$62

$2,125-97.1%

$3,049-98.0%

Participant deferral / active EE

$3,771

$4,019-6.2%

$4,738-20.4%

Admin fee / account holder

$100

$12,790-99.2%

$8,961-98.9%

Provider

Service type

Compensation

HUNTINGTON NATIONAL BANK4 years

Service code 27 · EIN 31-0966785

Advisory (Plan)

$16,887

ONEDIGITAL INVESTMENT ADVISORS LLC1 year

Filed as: ONEDIGITAL INVESTMENT ADVISORS

Service code 27 · EIN 43-1451524

Advisory (Plan)

$11,812

TRANSAMERICA RETIREMENT SOLUTIONS1 year

Filed as: TRANSAMERICA RETIREMENT SOL, LLC

Service code 15 · EIN 13-3689044

Recordkeeping

$11,458

THE FIESTA TABLEWARE COMPANY 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE FIESTA TABLEWARE COMPANY 401(K) 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