Retirement plan

SUNBELT MARKETING INVESTMENT CORP. EMPLOYEE STOCK OWNERSHIP AND SALARY DEFERRAL PLAN

Name: SUNBELT MARKETING INVESTMENT CORP. - SUNBELT MARKETING INVESTMENT CORP. EMPLOYEE STOCK OWNERSHIP AND SALARY DEFERRAL PLAN (2015) Form 5500
Creator: SUNBELT MARKETING INVESTMENT CORP.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SUNBELT MARKETING INVESTMENT CORP. EMPLOYEE STOCK OWNERSHIP AND SALARY DEFERRAL PLAN, SUNBELT MARKETING INVESTMENT CORP.

SUNBELT MARKETING INVESTMENT CORP.EIN 58-1259105Plan #001PY 2015

3255 SOUTH SWEETWATER ROAD - LITHIA SPRINGS, GA 301222837770-739-3740steveleeco.comLinkedIn51-200 employeesmarketing and advertising

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$35M

No prior year

Total participants

124

No prior year

Average account balance

$302,073

No prior year

Annual return

5.37%

No prior year

Benchmarks

See 2,111 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants100-249

Cohort2,111 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$96.87M

Not enough data

1 years with asset history on file

Average account balance

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

$461K

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.

210

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.

86.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$300K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+12.16%

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

1 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 codes2P2I2J

Plan features

2I
Stock bonus
Stock bonus 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.
2P
Leveraged ESOP
Employee stock ownership plan that acquires employer securities with borrowed money or other debt-financing techniques.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$243K

$2081 / participant

Other / not subdivided$243K100.0%

% of EOY assets

0.695%

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

$302,073

$57,108+428.9%

$94,228+220.6%

$52,331+477.2%

Participation rate

93.2%

72.9%+20.2pp

78.8%+14.4pp

68.1%+25.1pp

Annual return

5.37%

1.47%+3.9pp

10.68%-5.3pp

4.54%+0.8pp

Employer contribution / active EE

$2,051

$1,735+18.2%

$3,587-42.8%

$1,882+9.0%

Participant deferral / active EE

$2,692

$3,040-11.4%

$4,320-37.7%

$3,022-10.9%

Admin fee / account holder

$2,099

$546+284.0%

$6,269-66.5%

$592+254.7%

SUNBELT MARKETING INVESTMENT CORP. EMPLOYEE STOCK OWNERSHIP AND SALARY DEFERRAL PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SUNBELT MARKETING INVESTMENT CORP. EMPLOYEE STOCK OWNERSHIP AND SALARY DEFERRAL 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