Retirement plan

LUZERN LABORATORIES, INC. 401(K) PROFIT SHARING PLAN

Name: LUZERN LABORATORIES, INC. - LUZERN LABORATORIES, INC. 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: LUZERN LABORATORIES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LUZERN LABORATORIES, INC. 401(K) PROFIT SHARING PLAN, LUZERN LABORATORIES, INC.

LUZERN LABORATORIES, INC.EIN 73-1729238Plan #001PY 2017

12 SOUTH MAIN STREET, SUITE 301 - NORWALK, CT 06854203-780-1921luzernlabs.comLinkedIn11-50 employeescosmetics

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$491K

+24.9% from 2016

Total participants

0.0% from 2016

Average account balance

$54,515

+24.9% from 2016

Annual return

12.97%

+8.51 pp from 2016

Benchmarks

See 22,202 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,202 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.11M

Not enough data

1 years with asset history on file

Average account balance

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

$192K

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.

157.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$132K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

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

+12.95%

Not enough data

1 years with return on file

Admin fee / account holder

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

$69

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

$66K

$8294 / participant

Other / not subdivided$66K100.0%

% of EOY assets

13.524%

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

$54,515

$144,130-62.2%

$117,860-53.7%

$147,585-63.1%

Participation rate

100.0%

83.4%+16.6pp

79.7%+20.3pp

82.8%+17.2pp

Annual return

12.97%

531.20%-518.2pp

335.10%-322.1pp

578.58%-565.6pp

Employer contribution / active EE

$5,306

$4,897+8.4%

$3,786+40.1%

$4,876+8.8%

Participant deferral / active EE

$8,848

$5,316+66.4%

$4,482+97.4%

$5,439+62.7%

Admin fee / account holder

$7,373

$10,887-32.3%

$8,021-8.1%

$10,886-32.3%

LUZERN LABORATORIES, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LUZERN LABORATORIES, INC. 401(K) 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