Retirement plan

SHOE CORPORATION OF BIRMINGHAM, INC. 401(K) PROFIT SHARING PLAN

Name: SHOE CORPORATION OF BIRMINGHAM, INC. - SHOE CORPORATION OF BIRMINGHAM, INC. 401(K) PROFIT SHARING PLAN (2016) Form 5500
Creator: SHOE CORPORATION OF BIRMINGHAM, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SHOE CORPORATION OF BIRMINGHAM, INC. 401(K) PROFIT SHARING PLAN, SHOE CORPORATION OF BIRMINGHAM, INC.

SHOE CORPORATION OF BIRMINGHAM, INC.EIN 63-0635690Plan #002PY 2016

125 45TH PLACE NORTH - BIRMINGHAM, AL 35222205-326-2800shoecorp.comLinkedIn1-10 employeeswholesale

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$261K

+22.9% from 2015

Total participants

-15.4% from 2015

Average account balance

$23,728

+34.1% from 2015

Annual return

10.66%

+14.67 pp from 2015

Benchmarks

See 18,030 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort18,030 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$846K

Not enough data

1 years with asset history on file

Average account balance

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

$121K

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

$64K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+12.29%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1233

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 codes2E2J2R

Plan features

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

Opportunity flags

1 tripped

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

$17K

$1547 / participant

Other / not subdivided$17K100.0%

% of EOY assets

6.518%

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

$23,728

$93,346-74.6%

$71,796-67.0%

$273,972-91.3%

Participation rate

100.0%

76.5%+23.5pp

69.1%+30.9pp

83.0%+17.0pp

Annual return

10.66%

130.39%-119.7pp

78.04%-67.4pp

41.46%-30.8pp

Employer contribution / active EE

$2,059

$2,733-24.7%

$1,924+7.0%

$4,869-57.7%

Participant deferral / active EE

$1,659

$3,475-52.3%

$2,794-40.6%

$5,287-68.6%

Admin fee / account holder

$1,547

$6,571-76.5%

$4,815-67.9%

$10,133-84.7%

SHOE CORPORATION OF BIRMINGHAM, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SHOE CORPORATION OF BIRMINGHAM, INC. 401(K) 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