Retirement plan

SERVICEMASTER OF CHARLESTON 401(K) PROFIT SHARING PLAN

Name: PF & H, INC. D/B/A SERVICEMASTER OF CHARLESTON - SERVICEMASTER OF CHARLESTON 401(K) PROFIT SHARING PLAN (2019) Form 5500
Creator: PF & H, INC. D/B/A SERVICEMASTER OF CHARLESTON
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SERVICEMASTER OF CHARLESTON 401(K) PROFIT SHARING PLAN, PF & H, INC. D/B/A SERVICEMASTER OF CHARLESTON

PF & H, INC. D/B/A SERVICEMASTER OF CHARLESTONEIN 57-0852274Plan #001PY 2019

3228 INDUSTRY DR - NORTH CHARLESTON, SC 294188452843-760-0404

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.6M

+28.2% from 2018

Total participants

+16.7% from 2018

Average account balance

$90,001

+10.5% from 2018

Annual return

19.46%

+18.65 pp from 2018

Benchmarks

See 4,197 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants25-99

Cohort4,197 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.88M

Not enough data

1 years with asset history on file

Average account balance

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

$68K

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.

107.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$341K

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

+15.32%

Not enough data

1 years with return on file

Admin fee / account holder

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

$20805

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 codes2E2F2G2J2T3D

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.
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

$17K

$619 / participant

Other / not subdivided$17K100.0%

% of EOY assets

0.640%

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

$90,001

$48,053+87.3%

$84,623+6.4%

$72,983+23.3%

Participation rate

77.8%

57.6%+20.2pp

68.2%+9.5pp

69.5%+8.3pp

Annual return

19.46%

37.39%-17.9pp

258.77%-239.3pp

81.01%-61.6pp

Employer contribution / active EE

$2,482

$1,602+55.0%

$2,652-6.4%

$2,440+1.7%

Participant deferral / active EE

$4,746

$2,681+77.0%

$3,899+21.7%

$3,608+31.6%

Admin fee / account holder

$576

$3,395-83.0%

$4,913-88.3%

$5,124-88.8%

SERVICEMASTER OF CHARLESTON 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SERVICEMASTER OF CHARLESTON 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