Retirement plan

GULF COAST OFFICE PRODUCTS, INC. PROFIT SHARING PLAN

Name: GULF COAST OFFICE PRODUCTS, INC. - GULF COAST OFFICE PRODUCTS, INC. PROFIT SHARING PLAN (2016) Form 5500
Creator: GULF COAST OFFICE PRODUCTS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GULF COAST OFFICE PRODUCTS, INC. PROFIT SHARING PLAN, GULF COAST OFFICE PRODUCTS, INC.

GULF COAST OFFICE PRODUCTS, INC.EIN 72-0815576Plan #001PY 2016

5801 RIVER OAKS ROAD SOUTH - NEW ORLEANS, LA 70123504-733-3830gcopnet.comLinkedIn51-200 employeesbusiness supplies and equipment

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$6.8M

+6.6% from 2015

Total participants

-5.3% from 2015

Average account balance

$76,921

+13.8% from 2015

Annual return

7.13%

+10.77 pp from 2015

Benchmarks

See 2,077 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants25-99

Cohort2,077 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$11.17M

Not enough data

1 years with asset history on file

Average account balance

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

$127K

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.

114.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$231K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+13.73%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5238

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 codes2E3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

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

$270K

$3379 / participant

Other / not subdivided$270K100.0%

% of EOY assets

3.994%

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

$76,921

$49,025+56.9%

$87,502-12.1%

$62,881+22.3%

Participation rate

98.8%

64.9%+33.9pp

73.8%+24.9pp

69.3%+29.4pp

Annual return

7.13%

10.02%-2.9pp

12.21%-5.1pp

20.14%-13.0pp

Employer contribution / active EE

$1,063

$1,372-22.5%

$2,550-58.3%

$2,281-53.4%

Participant deferral / active EE

$1,194

$2,289-47.8%

$3,149-62.1%

$3,203-62.7%

Admin fee / account holder

$3,072

$4,065-24.4%

$4,221-27.2%

$4,296-28.5%

GULF COAST OFFICE PRODUCTS, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GULF COAST OFFICE PRODUCTS, INC. 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