Retirement plan

INSTITUTIONAL AND SUPERMARKET EQUIPMENT, INC. PROFIT SHARING PLAN

Name: INSTITUTIONAL AND SUPERMARKET EQUIPMENT, INC. - INSTITUTIONAL AND SUPERMARKET EQUIPMENT, INC. PROFIT SHARING PLAN (2020) 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 2020

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

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$5.1M

+19.2% from 2019

Total participants

+12.5% from 2019

Average account balance

$561,208

+5.9% from 2019

Annual return

16.51%

-9.44 pp from 2019

Benchmarks

See 14,142 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort14,142 peers

Snapshot2020

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

$94K

$10397 / participant

Other / not subdivided$94K100.0%

% of EOY assets

1.853%

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

$561,208

$109,327+413.3%

$89,391+527.8%

$158,922+253.1%

Participation rate

100.0%

74.3%+25.7pp

68.0%+32.0pp

82.0%+18.0pp

Annual return

16.51%

345.68%-329.2pp

245.62%-229.1pp

302.83%-286.3pp

Employer contribution / active EE

$22,926

$3,170+623.3%

$2,586+786.7%

$4,761+381.5%

Participant deferral / active EE

$4,598-100.0%

$3,890-100.0%

$5,982-100.0%

Admin fee / account holder

$10,397

$6,153+69.0%

$4,881+113.0%

$11,246-7.5%

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