Retirement plan

PEAKEM ENTERPRISES INC. 401(K) PROFIT SHARING PLAN AND TRUST

Name: PEAKEM ENTERPRISES, INC. - PEAKEM ENTERPRISES INC. 401(K) PROFIT SHARING PLAN AND TRUST (2018) Form 5500
Creator: PEAKEM ENTERPRISES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PEAKEM ENTERPRISES INC. 401(K) PROFIT SHARING PLAN AND TRUST, PEAKEM ENTERPRISES, INC.

PEAKEM ENTERPRISES, INC.EIN 76-0719741Plan #002PY 2018

1600 14TH STREET - WEST LINN, OR 97068503-650-1616

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$913K

-5.3% from 2017

Total participants

0.0% from 2017

Average account balance

$114,162

-5.3% from 2017

Annual return

-8.25%

-24.50 pp from 2017

Benchmarks

See 22,376 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,376 peers

Snapshot2018

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

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

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+0.00%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

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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 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

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

$23K

$4618 / participant

Other / not subdivided$23K100.0%

% of EOY assets

2.528%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$114,162

$135,635-15.8%

$110,238+3.6%

$135,375-15.7%

Participation rate

100.0%

83.5%+16.5pp

79.8%+20.2pp

82.6%+17.4pp

Annual return

-8.25%

513.19%-521.4pp

314.74%-323.0pp

519.73%-528.0pp

Employer contribution / active EE

$7,117

$4,906+45.1%

$3,826+86.0%

$4,779+48.9%

Participant deferral / active EE

$2,401

$5,506-56.4%

$4,672-48.6%

$5,609-57.2%

Admin fee / account holder

$2,887

$11,457-74.8%

$8,547-66.2%

$10,827-73.3%

PEAKEM ENTERPRISES INC. 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PEAKEM ENTERPRISES INC. 401(K) PROFIT SHARING PLAN AND 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