Retirement plan

ORGILL, INC. 401(K) PLAN

Name: ORGILL, INC. - ORGILL, INC. 401(K) PLAN (2016) Form 5500
Creator: ORGILL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ORGILL, INC. 401(K) PLAN, ORGILL, INC.

ORGILL, INC.EIN 62-0314720Plan #002PY 2016

3742 TYNDALE DR - MEMPHIS, TN 381258500901-754-8850orgill.comLinkedIn1001-5000 employeeswholesale

Prospect flagsLow returnsCorrective distributions

How to read this page

Total assets (EOY)

$140.7M

-9.1% from 2016

Total participants

1,561

+39.2% from 2016

Average account balance

$90,130

-6.5% from 2016

Annual return

6.14%

-5.02 pp from 2016

Benchmarks

See 241 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants1,000-4,999

Cohort241 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$275.28M

Not enough data

1 years with asset history on file

Average account balance

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

$90K

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.

3,059

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.

42.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$22.15M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+12.47%

Not enough data

1 years with return on file

Admin fee / account holder

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

$121

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 4 by compensation

Provider	Service type	Compensation
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819	Advisory (Plan)	$50,000
PRUDENTIAL RETIREMENT INSURANCE AND2+ years Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670	Contract Administrator	$12,950
PRUDENTIAL RETIREMENT INSURANCE AND2+ years Service code 15 · EIN 06-1050034	Recordkeeping	$5,344
PRUDENTIAL RETIREMENT INSURANCE AND2+ years Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960	12b-1 Fees	$2,142

Plan features & details

Pension benefit codes2E2F2G2J2K2R2T3D3H

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$78K

$55 / participant

Other / not subdivided$78K100.0%

% of EOY assets

0.055%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: MAYER HOFFMAN MCCANN PC
Auditor EIN: 431947695
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$90,130

$61,125+47.5%

$108,582-17.0%

$63,975+40.9%

Participation rate

100.0%

80.5%+19.5pp

79.6%+20.4pp

71.1%+28.9pp

Annual return

6.14%

14.06%-7.9pp

-51.70%+57.8pp

48.65%-42.5pp

Employer contribution / active EE

$2,605

$2,237+16.5%

$3,758-30.7%

$2,182+19.4%

Participant deferral / active EE

$5,132

$3,574+43.6%

$4,311+19.0%

$3,356+52.9%

Admin fee / account holder

$50

$72-30.6%

$7,645-99.3%

$70-29.1%

Provider

Service type

Compensation

WELLS FARGO BANK, N.A.2+ years

Filed as: WELLS FARGO ADVISORS

Service code 27 · EIN 34-1542819

Advisory (Plan)

$50,000

PRUDENTIAL RETIREMENT INSURANCE AND2+ years

Filed as: THE PRUDENTIAL INSURANCE COMPANY OF

Service code 13 · EIN 22-1211670

Contract Administrator

$12,950

PRUDENTIAL RETIREMENT INSURANCE AND2+ years

Service code 15 · EIN 06-1050034

Recordkeeping

$5,344

PRUDENTIAL RETIREMENT INSURANCE AND2+ years

Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE

Service code 63 · EIN 13-4122960

12b-1 Fees

$2,142

ORGILL, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ORGILL, INC. 401(K) 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