Retirement plan

SUN PACIFIC PRODUCTS, INC. 401(K) PLAN

Name: SUN PACIFIC PRODUCTS, INC. - SUN PACIFIC PRODUCTS, INC. 401(K) PLAN (2018) Form 5500
Creator: SUN PACIFIC PRODUCTS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SUN PACIFIC PRODUCTS, INC. 401(K) PLAN, SUN PACIFIC PRODUCTS, INC.

SUN PACIFIC PRODUCTS, INC.EIN 68-0265642Plan #001PY 2018

5151 NORTH PALM AVENUE, SUITE 920 - FRESNO, CA 93704559-224-7656sunpacificprod.comLinkedIn1-10 employeesexecutive office

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$530K

-41.8% from 2017

Total participants

0.0% from 2017

Average account balance

$176,523

-41.8% from 2017

Annual return

-4.75%

-29.86 pp from 2017

Benchmarks

See 3,311 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort3,311 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.56M

Not enough data

1 years with asset history on file

Average account balance

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

$782K

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

$68K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$34K

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

+18.04%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3275

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 codes2E2J

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.

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

$399K

$199317 / participant

Other / not subdivided$399K100.0%

% of EOY assets

75.275%

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

$176,523

$91,911+92.1%

$68,612+157.3%

$135,380+30.4%

Participation rate

100.0%

76.7%+23.3pp

72.2%+27.8pp

82.6%+17.4pp

Annual return

-4.75%

-8.22%+3.5pp

-4.63%-0.1pp

519.81%-524.6pp

Employer contribution / active EE

$30,845

$3,924+686.1%

$2,625+1075.0%

$4,779+545.4%

Participant deferral / active EE

$4,315-100.0%

$3,311-100.0%

$5,609-100.0%

Admin fee / account holder

$132,878

$9,240+1338.0%

$5,131+2489.6%

$10,828+1127.2%

SUN PACIFIC PRODUCTS, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SUN PACIFIC PRODUCTS, 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