Retirement plan

GULF COAST OFFICE PRODUCTS, INC. PROFIT SHARING PLAN

Name: GULF COAST OFFICE PRODUCTS, INC. - GULF COAST OFFICE PRODUCTS, INC. PROFIT SHARING PLAN (2017) 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 2017

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)

$7.7M

+14.3% from 2016

Total participants

+4.5% from 2016

Average account balance

$83,219

+8.2% from 2016

Annual return

13.48%

+6.35 pp from 2016

Benchmarks

See 2,040 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants25-99

Cohort2,040 peers

Snapshot2017

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

$198K

$2335 / participant

Other / not subdivided$198K100.0%

% of EOY assets

2.564%

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

$83,219

$56,110+48.3%

$94,993-12.4%

$70,126+18.7%

Participation rate

100.0%

65.0%+35.0pp

73.9%+26.1pp

69.5%+30.5pp

Annual return

13.48%

51.02%-37.5pp

27.14%-13.7pp

73.15%-59.7pp

Employer contribution / active EE

$1,000

$1,442-30.7%

$2,603-61.6%

$2,343-57.3%

Participant deferral / active EE

$1,319

$2,391-44.9%

$3,317-60.2%

$3,332-60.4%

Admin fee / account holder

$2,134

$3,456-38.3%

$4,960-57.0%

$4,645-54.1%

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