Retirement plan

GLOBE SHOE COMPANY EMPLOYEES' INCENTIVE PLAN

Name: GLOBE SHOE COMPANY OF SAVANNAH, INC. - GLOBE SHOE COMPANY EMPLOYEES' INCENTIVE PLAN (2016) Form 5500
Creator: GLOBE SHOE COMPANY OF SAVANNAH, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GLOBE SHOE COMPANY EMPLOYEES' INCENTIVE PLAN, GLOBE SHOE COMPANY OF SAVANNAH, INC.

GLOBE SHOE COMPANY OF SAVANNAH, INC.EIN 58-0549282Plan #002PY 2016

17 EAST BROUGHTON STREET, P.O. BOX 8212 - SAVANNAH, GA 31401912-232-8161

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.2M

+1.2% from 2015

Total participants

+4.5% from 2015

Average account balance

$53,117

-3.2% from 2015

Annual return

6.24%

+12.27 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

$2.34M

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.

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.

328.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$43K

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

+7.34%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1300

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 codes2E2J

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

$120K

$11992 / participant

Other / not subdivided$120K100.0%

% of EOY assets

9.816%

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

$53,117

$93,346-43.1%

$71,796-26.0%

$273,972-80.6%

Participation rate

100.0%

76.5%+23.5pp

69.1%+30.9pp

83.0%+17.0pp

Annual return

6.24%

130.39%-124.2pp

78.04%-71.8pp

41.46%-35.2pp

Employer contribution / active EE

$1,335

$2,733-51.2%

$1,924-30.6%

$4,869-72.6%

Participant deferral / active EE

$2,975

$3,475-14.4%

$2,794+6.5%

$5,287-43.7%

Admin fee / account holder

$5,214

$6,571-20.7%

$4,815+8.3%

$10,133-48.5%

GLOBE SHOE COMPANY EMPLOYEES' INCENTIVE PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GLOBE SHOE COMPANY EMPLOYEES' INCENTIVE 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