Retirement plan

PFEIFFER & SON, LTD EMPLOYEE'S PROFIT SHARING & TRUST

Name: PFEIFFER & SON, LTD. - PFEIFFER & SON, LTD EMPLOYEE'S PROFIT SHARING & TRUST (2020) Form 5500
Creator: PFEIFFER & SON, LTD.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PFEIFFER & SON, LTD EMPLOYEE'S PROFIT SHARING & TRUST, PFEIFFER & SON, LTD.

PFEIFFER & SON, LTD.EIN 74-1462167Plan #001PY 2020

PO BOX 1116 - LA PORTE, TX 775721116281-471-4222pfeifferandson.comLinkedIn51-200 employeesconstruction

Prospect flagsCorrective distributions

How to read this page

Total assets (EOY)

$58.5M

+25.1% from 2019

Total participants

326

+8.7% from 2019

Average account balance

$191,080

+19.3% from 2019

Annual return

23.96%

-1.50 pp from 2019

Benchmarks

See 2,939 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants100-249

Cohort2,939 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$74.19M

Not enough data

1 years with asset history on file

Average account balance

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

$220K

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.

337

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.

95.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.31M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$22K

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

+18.63%

Not enough data

1 years with return on file

Admin fee / account holder

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

$39

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 3 by compensation

Provider	Service type	Compensation
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524	Advisory (Plan)	$25,314
LPL FINANCIAL2 years Filed as: LPL-RPCP Service code 16 RP COMPENSATION PROCESSING · SAN DIEGO, CA 92150	Consulting	$19,753
FIDELITY INVESTMENTS INSTITUTIONAL6+ years Service code 60 · EIN 04-2647786	Sub-TA Fees	-$47,847

Plan features & details

Pension benefit codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
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

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

-$3K

$-23 / participant

Investment mgmt$25K0.0%

% of EOY assets

-0.005%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: BENTON, DUROY & IVEY
Auditor EIN: 742170758
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$191,080

$69,383+175.4%

$101,264+88.7%

$73,493+160.0%

Participation rate

83.7%

68.4%+15.4pp

75.8%+7.9pp

70.7%+13.1pp

Annual return

23.96%

18.46%+5.5pp

46.48%-22.5pp

28.51%-4.5pp

Employer contribution / active EE

$12,795

$2,628+386.8%

$3,660+249.6%

$2,270+463.6%

Participant deferral / active EE

$1,996

$3,301-39.5%

$4,370-54.3%

$3,740-46.6%

Admin fee / account holder

-$9

$704-101.3%

$5,947-100.2%

$513-101.8%

Provider

Service type

Compensation

STRATEGIC ADVISORS, INC.6+ years

Service code 27 · EIN 04-2654524

Advisory (Plan)

$25,314

LPL FINANCIAL2 years

Filed as: LPL-RPCP

Service code 16

RP COMPENSATION PROCESSING · SAN DIEGO, CA 92150

Consulting

$19,753

FIDELITY INVESTMENTS INSTITUTIONAL6+ years

Service code 60 · EIN 04-2647786

Sub-TA Fees

-$47,847

PFEIFFER & SON, LTD EMPLOYEE'S PROFIT SHARING & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PFEIFFER & SON, LTD EMPLOYEE'S PROFIT SHARING & 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