Retirement plan

EMPLOYEES' PENSION RETIREMENT PLAN OF P.E.P., INC.

Name: P.E.P., INC. - EMPLOYEES' PENSION RETIREMENT PLAN OF P.E.P., INC. (2017) Form 5500
Creator: P.E.P., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEES' PENSION RETIREMENT PLAN OF P.E.P., INC., P.E.P., INC.

P.E.P., INC.EIN 59-0913068Plan #001PY 2017

1833 S. E. 17TH STREET - FT LAUDERDALE, FL 33316954-522-4491

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$7.8M

+16.3% from 2016

Total participants

+7.4% from 2016

Average account balance

$269,064

+12.3% from 2016

Annual return

15.20%

+7.01 pp from 2016

Benchmarks

See 3,497 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants25-99

Cohort3,497 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.70M

Not enough data

1 years with asset history on file

Average account balance

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

$138K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$475K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+7.56%

Not enough data

1 years with return on file

Admin fee / account holder

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

$57836

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

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

$188K

$7219 / participant

Other / not subdivided$188K100.0%

% of EOY assets

2.405%

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

$269,064

$52,580+411.7%

$71,671+275.4%

$70,126+283.7%

Participation rate

100.0%

60.9%+39.1pp

68.7%+31.3pp

69.5%+30.5pp

Annual return

15.20%

20.25%-5.0pp

20.65%-5.4pp

73.15%-57.9pp

Employer contribution / active EE

$8,737

$1,616+440.7%

$2,460+255.2%

$2,343+273.0%

Participant deferral / active EE

$1,407

$2,386-41.0%

$3,438-59.1%

$3,332-57.8%

Admin fee / account holder

$6,472

$3,653+77.2%

$5,558+16.4%

$4,645+39.3%

EMPLOYEES' PENSION RETIREMENT PLAN OF P.E.P., INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEES' PENSION RETIREMENT PLAN OF P.E.P., INC.

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