Retirement plan

GERRESHEIMER PEACHTREE CITY, INC. 401(K) PLAN

Name: GERRESHEIMER PEACHTREE CITY, INC. - GERRESHEIMER PEACHTREE CITY, INC. 401(K) PLAN (2017) Form 5500
Creator: GERRESHEIMER PEACHTREE CITY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GERRESHEIMER PEACHTREE CITY, INC. 401(K) PLAN, GERRESHEIMER PEACHTREE CITY, INC.

GERRESHEIMER PEACHTREE CITY, INC.EIN 58-2034894Plan #001PY 2017

650 HIGHWAY 74 SOUTH - PEACHTREE CITY, GA 30269770-631-4939LinkedIn51-200 employeesmachinery

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$2.7M

+56.1% from 2016

Total participants

182

+13.8% from 2016

Average account balance

$16,173

+41.9% from 2016

Annual return

40.88%

+32.28 pp from 2016

Benchmarks

See 4,147 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort4,147 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.51M

Not enough data

1 years with asset history on file

Average account balance

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

$22K

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.

393

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.

93.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.65M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+14.98%

Not enough data

1 years with return on file

Admin fee / account holder

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

$156

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
LPL FINANCIAL1 year Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533	Advisory (Plan)	$10,248
MY BENEFITS, LLC1 year Filed as: MY BENEFITS LLC Service code 13 5352 PEACHTREE ROAD · ATLANTA, GA 30341	Contract Administrator	$5,212
GREAT-WEST LIFE & ANNUITY INSURANCE1 year Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$1,044

Plan features & details

Pension benefit codes2D2E2F2G2J2K

Plan features

2D
Offset plan
Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.

Opportunity flags

1 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$10K

$63 / participant

Contract admin$10K100.0%

% of EOY assets

0.361%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: HANCOCK ASKEW & CO., LLP
Auditor EIN: 580662558
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$16,173

$64,909-75.1%

$82,312-80.4%

$62,293-74.0%

Participation rate

88.8%

74.9%+13.9pp

76.9%+11.9pp

69.5%+19.3pp

Annual return

40.88%

21.18%+19.7pp

25.88%+15.0pp

28.90%+12.0pp

Employer contribution / active EE

$1,849

$1,676+10.3%

$2,428-23.9%

$2,042-9.5%

Participant deferral / active EE

$2,362

$3,103-23.9%

$3,706-36.3%

$3,169-25.5%

Admin fee / account holder

$58

$440-86.7%

$5,608-99.0%

$479-87.8%

Provider

Service type

Compensation

LPL FINANCIAL1 year

Service code 27

PO BOX 502533 · SAN DIEGO, CA 921502533

Advisory (Plan)

$10,248

MY BENEFITS, LLC1 year

Filed as: MY BENEFITS LLC

Service code 13

5352 PEACHTREE ROAD · ATLANTA, GA 30341

Contract Administrator

$5,212

GREAT-WEST LIFE & ANNUITY INSURANCE1 year

Service code 64 · EIN 84-0467907

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$1,044

GERRESHEIMER PEACHTREE CITY, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GERRESHEIMER PEACHTREE CITY, INC. 401(K) 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