Retirement plan

PRIORITY ONE HOLDING COMPANY EMPLOYEES SAVINGS TRUST

Name: PRIORITY ONE HOLDING COMPANY - PRIORITY ONE HOLDING COMPANY EMPLOYEES SAVINGS TRUST (2015) Form 5500
Creator: PRIORITY ONE HOLDING COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PRIORITY ONE HOLDING COMPANY EMPLOYEES SAVINGS TRUST, PRIORITY ONE HOLDING COMPANY

PRIORITY ONE HOLDING COMPANYEIN 62-1681253Plan #001PY 2015

2020 E. JOYCE BLVD., SUITE 1 - FAYETTEVILLE, AR 72703479-667-4136

Prospect flagsHigh feesLow participation

How to read this page

Total assets (EOY)

$2.2M

No prior year

Total participants

No prior year

Average account balance

$102,249

No prior year

Annual return

-0.45%

No prior year

Benchmarks

See 489 peers

Peer group

Industry55 - Management of Companies and Enterprises

Plan typeDefined contribution

Participants25-99

Cohort489 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.60M

Not enough data

1 years with asset history on file

Average account balance

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

$128K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$214K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+12.93%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2389

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 codes2E2F2G2J2T3D3H

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.
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 participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$38K

$1230 / participant

Other / not subdivided$38K100.0%

% of EOY assets

1.695%

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

$102,249

$81,258+25.8%

$105,218-2.8%

$59,633+71.5%

Participation rate

64.5%

75.4%-10.9pp

77.2%-12.7pp

68.7%-4.2pp

Annual return

-0.45%

1.96%-2.4pp

5.33%-5.8pp

2041.40%-2041.9pp

Employer contribution / active EE

$1,803

$2,562-29.6%

$3,255-44.6%

$2,203-18.1%

Participant deferral / active EE

$3,065

$3,881-21.0%

$4,867-37.0%

$3,192-4.0%

Admin fee / account holder

$1,733

$5,841-70.3%

$6,992-75.2%

$4,297-59.7%

PRIORITY ONE HOLDING COMPANY EMPLOYEES SAVINGS TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PRIORITY ONE HOLDING COMPANY EMPLOYEES SAVINGS 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