Retirement plan

UNCLE SAMS GLASS AND DOOR INC 401K PROFIT SHARING PLAN & TRUST

Name: UNCLE SAMS GLASS AND DOOR INC - UNCLE SAMS GLASS AND DOOR INC 401K PROFIT SHARING PLAN & TRUST (2015) Form 5500
Creator: UNCLE SAMS GLASS AND DOOR INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, UNCLE SAMS GLASS AND DOOR INC 401K PROFIT SHARING PLAN & TRUST, UNCLE SAMS GLASS AND DOOR INC

UNCLE SAMS GLASS AND DOOR INCEIN 73-1632765Plan #001PY 2015

21 INDUSTRIAL DRIVE, SUITE A - SMITHFIELD, RI 029171516401-354-8900commercialsolutions.comLinkedIn11-50 employeescommercial real estate

Other plans on this EIN

1 filing

#002Retirement-$814K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3.2M

No prior year

Total participants

No prior year

Average account balance

$49,813

No prior year

Annual return

2.84%

No prior year

Benchmarks

See 5,562 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort5,562 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.44M

Not enough data

1 years with asset history on file

Average account balance

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

$78K

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.

98.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$105K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+9.84%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5241

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 codes2E2G2J3D

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.
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

$38K

$1058 / participant

Other / not subdivided$38K100.0%

% of EOY assets

1.195%

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

$49,813

$54,380-8.4%

$68,509-27.3%

$59,633-16.5%

Participation rate

100.0%

70.2%+29.8pp

74.7%+25.3pp

68.7%+31.3pp

Annual return

2.84%

2.83%0pp

8.27%-5.4pp

2041.45%-2038.6pp

Employer contribution / active EE

$2,917

$1,539+89.6%

$2,278+28.0%

$2,203+32.4%

Participant deferral / active EE

$3,013

$2,643+14.0%

$3,382-10.9%

$3,192-5.6%

Admin fee / account holder

$595

$3,885-84.7%

$5,275-88.7%

$4,297-86.2%

UNCLE SAMS GLASS AND DOOR INC 401K PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

UNCLE SAMS GLASS AND DOOR INC 401K PROFIT SHARING PLAN & TRUST

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