Retirement plan

LAWLER FOODS, LTD. PROFIT SHARING PENSION PLAN

Name: LAWLER FOODS, LTD. - LAWLER FOODS, LTD. PROFIT SHARING PENSION PLAN (2017) Form 5500
Creator: LAWLER FOODS, LTD.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LAWLER FOODS, LTD. PROFIT SHARING PENSION PLAN, LAWLER FOODS, LTD.

LAWLER FOODS, LTD.EIN 76-0418074Plan #001PY 2017

P.O. BOX 2558 - HUMBLE, TX 77347281-446-0059

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$24M

-1.5% from 2016

Total participants

386

-6.3% from 2016

Average account balance

$62,171

-1.2% from 2016

Annual return

20.41%

+6.78 pp from 2016

Benchmarks

See 684 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort684 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$37.74M

Not enough data

1 years with asset history on file

Average account balance

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

$50K

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.

754

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.

50.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.06M

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

+100.68%

Not enough data

1 years with return on file

Admin fee / account holder

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

$85

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 2 by compensation

Provider	Service type	Compensation
FIDELITY INVESTMENTS INSTITUTIONAL2 years Service code 60 · EIN 04-2647786	Sub-TA Fees	$17,712
RBC WEALTH MANAGEMENT1 year Service code 27 · EIN 41-1416330	Advisory (Plan)	$7,500

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$28K

$106 / participant

Investment mgmt$2K8.5%
Other / not subdivided$25K91.5%

% of EOY assets

0.115%

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: BDO USA, LLP
Auditor EIN: 135381590
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$62,171

$53,925+15.3%

$75,501-17.7%

$69,631-10.7%

Participation rate

100.0%

71.2%+28.8pp

72.4%+27.6pp

70.7%+29.3pp

Annual return

20.41%

17.84%+2.6pp

27.35%-6.9pp

27571.02%-27550.6pp

Employer contribution / active EE

$1,705

$1,802-5.4%

$2,352-27.5%

$2,032-16.1%

Participant deferral / active EE

$1,662

$2,569-35.3%

$3,142-47.1%

$3,224-48.4%

Admin fee / account holder

$71

$97-26.5%

$5,801-98.8%

$110-35.4%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL2 years

Service code 60 · EIN 04-2647786

Sub-TA Fees

$17,712

RBC WEALTH MANAGEMENT1 year

Service code 27 · EIN 41-1416330

Advisory (Plan)

$7,500

LAWLER FOODS, LTD. PROFIT SHARING PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LAWLER FOODS, LTD. PROFIT SHARING PENSION 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