Retirement plan

L.C. ACTION POLICE SUPPLY L.C. ACTION SHARING PLAN

Name: L.C. ACTION POLICE SUPPLY - L.C. ACTION POLICE SUPPLY L.C. ACTION SHARING PLAN (2016) Form 5500
Creator: L.C. ACTION POLICE SUPPLY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, L.C. ACTION POLICE SUPPLY L.C. ACTION SHARING PLAN, L.C. ACTION POLICE SUPPLY

L.C. ACTION POLICE SUPPLYEIN 77-0421145Plan #001PY 2016

1088 NORTH FIRST STREET - SAN JOSE, CA 95112408-294-2677lcaction.comLinkedIn11-50 employeesconsumer goods

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$1.5M

+32.7% from 2015

Total participants

+12.5% from 2015

Average account balance

$81,817

+18.0% from 2015

Annual return

6.70%

+9.63 pp from 2015

Benchmarks

See 7,097 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort7,097 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.21M

Not enough data

1 years with asset history on file

Average account balance

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

$281K

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.

107.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$387K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$28K

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

+9.32%

Not enough data

1 years with return on file

Admin fee / account holder

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

$17648

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 codes3D2E

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$13K

$824 / participant

Other / not subdivided$13K100.0%

% of EOY assets

0.895%

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

$81,817

$105,623-22.5%

$87,502-6.5%

$273,972-70.1%

Participation rate

100.0%

78.2%+21.8pp

73.8%+26.2pp

83.0%+17.0pp

Annual return

6.70%

12.26%-5.6pp

12.21%-5.5pp

41.46%-34.8pp

Employer contribution / active EE

$18,313

$3,141+483.1%

$2,550+618.2%

$4,869+276.1%

Participant deferral / active EE

$3,601-100.0%

$3,149-100.0%

$5,287-100.0%

Admin fee / account holder

$732

$4,781-84.7%

$4,221-82.6%

$10,133-92.8%

L.C. ACTION POLICE SUPPLY L.C. ACTION SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

L.C. ACTION POLICE SUPPLY L.C. ACTION SHARING 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