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. (2022) 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 2022

1833 SE 17TH STREET - FORT LAUDERDALE, FL 33316954-522-4491

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$9.6M

-19.9% from 2021

Total participants

0.0% from 2021

Average account balance

$309,324

-19.9% from 2021

Annual return

-12.52%

-27.40 pp from 2021

Benchmarks

See 4,205 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants25-99

Cohort4,205 peers

Snapshot2022

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Analytics

Total assets (EOY)

Plan-year ending balance

$4.81M

Not enough data

1 years with asset history on file

Average account balance

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

$134K

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

$427K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+13.49%

Not enough data

1 years with return on file

Admin fee / account holder

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

$26520

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

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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

$1.3M

$49062 / participant

Other / not subdivided$1M100.0%

% of EOY assets

13.814%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$309,324

$48,265+540.9%

$68,791+349.7%

$68,494+351.6%

Participation rate

100.0%

60.7%+39.3pp

69.0%+31.0pp

67.9%+32.1pp

Annual return

-12.52%

-12.71%+0.2pp

-6.38%-6.1pp

-7.84%-4.7pp

Employer contribution / active EE

$8,121

$1,829+344.1%

$2,655+205.9%

$2,596+212.8%

Participant deferral / active EE

$7,987

$2,867+178.6%

$3,941+102.7%

$4,027+98.3%

Admin fee / account holder

$42,731

$4,355+881.1%

$4,932+766.4%

$5,403+690.9%

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