Retirement plan

GRAY TAXIDERMY, INC. PROFIT SHARING PLAN AND TRUST

Name: GRAY TAXIDERMY, INC. - GRAY TAXIDERMY, INC. PROFIT SHARING PLAN AND TRUST (2017) Form 5500
Creator: GRAY TAXIDERMY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GRAY TAXIDERMY, INC. PROFIT SHARING PLAN AND TRUST, GRAY TAXIDERMY, INC.

GRAY TAXIDERMY, INC.EIN 59-1832979Plan #001PY 2017

712 N.W. 12TH AVENUE - POMPANO BEACH, FL 33069954-785-6456graytaxidermy.comLinkedIn51-200 employeesconsumer goods

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$3.4M

-1.9% from 2016

Total participants

+4.7% from 2016

Average account balance

$68,267

-3.8% from 2016

Annual return

6.97%

+3.55 pp from 2016

Benchmarks

See 7,912 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort7,912 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.88M

Not enough data

1 years with asset history on file

Average account balance

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

$63K

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.

101.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$396K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+7.72%

Not enough data

1 years with return on file

Admin fee / account holder

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

$12128

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 codes2E2F2G2T3D

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.
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.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$551K

$9039 / participant

Other / not subdivided$551K100.0%

% of EOY assets

16.153%

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

$68,267

$53,128+28.5%

$86,582-21.2%

$70,126-2.7%

Participation rate

72.1%

65.3%+6.8pp

73.5%-1.4pp

69.5%+2.6pp

Annual return

6.97%

27.66%-20.7pp

965.08%-958.1pp

73.15%-66.2pp

Employer contribution / active EE

$1,151

$2,068-44.4%

$2,839-59.5%

$2,343-50.9%

Participant deferral / active EE

$2,535

$2,695-5.9%

$3,609-29.8%

$3,332-23.9%

Admin fee / account holder

$11,027

$3,584+207.7%

$4,904+124.9%

$4,645+137.4%

GRAY TAXIDERMY, INC. PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GRAY TAXIDERMY, INC. PROFIT SHARING PLAN AND TRUST

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