Retirement plan

INSTITUTIONAL AND SUPERMARKET EQUIPMENT, INC. PROFIT SHARING PLAN

Name: INSTITUTIONAL AND SUPERMARKET EQUIPMENT, INC. - INSTITUTIONAL AND SUPERMARKET EQUIPMENT, INC. PROFIT SHARING PLAN (2019) Form 5500
Creator: INSTITUTIONAL AND SUPERMARKET EQUIPMENT, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, INSTITUTIONAL AND SUPERMARKET EQUIPMENT, INC. PROFIT SHARING PLAN, INSTITUTIONAL AND SUPERMARKET EQUIPMENT, INC.

INSTITUTIONAL AND SUPERMARKET EQUIPMENT, INC.EIN 59-1004835Plan #001PY 2019

7362 N.W. 5TH STREET - PLANTATION, FL 333171605954-584-3100

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$4.2M

+31.2% from 2018

Total participants

0.0% from 2018

Average account balance

$529,773

+31.2% from 2018

Annual return

25.95%

+33.55 pp from 2018

Benchmarks

See 13,242 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort13,242 peers

Snapshot2019

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$6.86M

Not enough data

1 years with asset history on file

Average account balance

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

$762K

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

$265K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$29K

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

+11.78%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2789

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

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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 codes2E2F2G2R2T3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

$10K

$1382 / participant

Other / not subdivided$10K100.0%

% of EOY assets

0.228%

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

$529,773

$104,907+405.0%

$84,611+526.1%

$152,861+246.6%

Participation rate

100.0%

74.8%+25.2pp

68.2%+31.8pp

82.4%+17.6pp

Annual return

25.95%

373.79%-347.8pp

258.74%-232.8pp

345.32%-319.4pp

Employer contribution / active EE

$25,788

$3,302+681.1%

$2,652+872.4%

$4,762+441.5%

Participant deferral / active EE

$4,688-100.0%

$3,899-100.0%

$5,850-100.0%

Admin fee / account holder

$1,210

$6,241-80.6%

$4,912-75.4%

$11,596-89.6%

INSTITUTIONAL AND SUPERMARKET EQUIPMENT, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

INSTITUTIONAL AND SUPERMARKET EQUIPMENT, INC. PROFIT SHARING 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