Retirement plan

NARSTCO, INC. 401(K) PLAN DTD 01/01/2005

Name: NARSTCO, INC. - NARSTCO, INC. 401(K) PLAN DTD 01/01/2005 (2016) Form 5500
Creator: NARSTCO, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NARSTCO, INC. 401(K) PLAN DTD 01/01/2005, NARSTCO, INC.

NARSTCO, INC.EIN 71-0942580Plan #001PY 2016

300 WARD RD - MIDLOTHIAN, TX 760659646972-775-5560narstco.comLinkedIn51-200 employeesconsumer goods

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$1.4M

+29.9% from 2015

Total participants

+24.1% from 2015

Average account balance

$54,222

-10.1% from 2015

Annual return

8.76%

+5.10 pp from 2015

Benchmarks

See 21,241 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort21,241 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$153K

Not enough data

1 years with asset history on file

Average account balance

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

$3K

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

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+0.36%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2G2J2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

Opportunity flags

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$3K

$121 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.189%

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

$54,222

$88,707-38.9%

$74,184-26.9%

$273,972-80.2%

Participation rate

0.0%

79.4%-79.4pp

76.6%-76.6pp

83.0%-83.0pp

Annual return

8.76%

11.94%-3.2pp

17.74%-9.0pp

41.46%-32.7pp

Employer contribution / active EE

$4,778

$3,159+51.2%

$2,370+101.6%

$4,869-1.9%

Participant deferral / active EE

$5,782

$4,212+37.3%

$3,550+62.9%

$5,287+9.4%

Admin fee / account holder

$103

$8,717-98.8%

$5,586-98.2%

$10,133-99.0%

NARSTCO, INC. 401(K) PLAN DTD 01/01/2005

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NARSTCO, INC. 401(K) PLAN DTD 01/01/2005

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