Retirement plan

PHOENIX COMPOSITE SOLUTIONS LLC 401(K) P/S PLAN

Name: PHOENIX COMPOSITE SOLUTIONS, LLC - PHOENIX COMPOSITE SOLUTIONS LLC 401(K) P/S PLAN (2017) Form 5500
Creator: PHOENIX COMPOSITE SOLUTIONS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PHOENIX COMPOSITE SOLUTIONS LLC 401(K) P/S PLAN, PHOENIX COMPOSITE SOLUTIONS, LLC

PHOENIX COMPOSITE SOLUTIONS, LLCEIN 76-0722676Plan #001PY 2017

5911 MISSION STREET - OSCODA, MI 48750989-739-7108phoenix-mi.comLinkedIn51-200 employeesairlines/aviation

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$3.3M

+27.7% from 2016

Total participants

145

+2.1% from 2016

Average account balance

$32,302

+23.9% from 2016

Annual return

20.81%

+14.55 pp from 2016

Benchmarks

See 4,147 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort4,147 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.76M

Not enough data

1 years with asset history on file

Average account balance

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

$75K

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.

60.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$359K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+20.07%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6195

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

Top 2 by compensation

Provider	Service type	Compensation
PAI3+ years Service code 13 1300 ENTERPRISE DRIVE · DE PERE, WI 54115	Contract Administrator	$15,556
ROYAL ALLIANCE ASSOCIATES INC3+ years Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 27 P.O. BOX 159 · WEST BRANCH, MI 48861	Advisory (Plan)	$13,645

Plan features & details

Pension benefit codes2G3D2F2E2J2K

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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

$6K

$52 / participant

Investment mgmt$6K100.0%

% of EOY assets

0.186%

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: YEO & YEO, P.C.
Auditor EIN: 382706146
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$32,302

$64,909-50.2%

$82,312-60.8%

$62,293-48.1%

Participation rate

65.0%

74.9%-9.9pp

76.9%-11.9pp

69.5%-4.5pp

Annual return

20.81%

21.18%-0.4pp

25.88%-5.1pp

28.90%-8.1pp

Employer contribution / active EE

$878

$1,676-47.6%

$2,428-63.9%

$2,042-57.0%

Participant deferral / active EE

$1,507

$3,103-51.4%

$3,706-59.3%

$3,169-52.5%

Admin fee / account holder

$60

$440-86.3%

$5,608-98.9%

$479-87.5%

Provider

Service type

Compensation

PAI3+ years

Service code 13

1300 ENTERPRISE DRIVE · DE PERE, WI 54115

Contract Administrator

$15,556

ROYAL ALLIANCE ASSOCIATES INC3+ years

Filed as: ROYAL ALLIANCE ASSOCIATES, INC.

Service code 27

P.O. BOX 159 · WEST BRANCH, MI 48861

Advisory (Plan)

$13,645

PHOENIX COMPOSITE SOLUTIONS LLC 401(K) P/S PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PHOENIX COMPOSITE SOLUTIONS LLC 401(K) P/S 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