Retirement plan

PARK AUTO PARTS COMPANY 401(K) PLAN

Name: PARK BROTHERS INCORPORATED DBA PARK AUTO PARTS COMPANY - PARK AUTO PARTS COMPANY 401(K) PLAN (2017) Form 5500
Creator: PARK BROTHERS INCORPORATED DBA PARK AUTO PARTS COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PARK AUTO PARTS COMPANY 401(K) PLAN, PARK BROTHERS INCORPORATED DBA PARK AUTO PARTS COMPANY

PARK BROTHERS INCORPORATED DBA PARK AUTO PARTS COMPANYEIN 76-0242260Plan #001PY 2017

10642 ALDINE WESTFIELD RD - HOUSTON, TX 77093713-699-0516

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$344K

No prior year

Total participants

No prior year

Average account balance

$31,276

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 18,212 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort18,212 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.06M

Not enough data

1 years with asset history on file

Average account balance

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

$118K

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.

128.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$79K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+11.02%

Not enough data

1 years with return on file

Admin fee / account holder

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

$49201

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 codes2E2F2G2J3D

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.
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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$3K

$202 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.940%

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

$31,276

$99,652-68.6%

$78,778-60.3%

$147,586-78.8%

Participation rate

68.8%

76.2%-7.5pp

69.2%-0.4pp

82.8%-14.1pp

Annual return

0.00%

47.28%-47.3pp

35.62%-35.6pp

578.59%-578.6pp

Employer contribution / active EE

$2,243

$2,796-19.8%

$1,986+13.0%

$4,876-54.0%

Participant deferral / active EE

$5,822

$3,664+58.9%

$2,958+96.8%

$5,439+7.1%

Admin fee / account holder

$294

$7,155-95.9%

$5,134-94.3%

$10,886-97.3%

PARK AUTO PARTS COMPANY 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PARK AUTO PARTS COMPANY 401(K) 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