Retirement plan

STEVENS GROUP MARKETING, INC. 401(K) PROFIT SHARING PLAN

Name: STEVENS GROUP MARKETING, INC. - STEVENS GROUP MARKETING, INC. 401(K) PROFIT SHARING PLAN (2021) Form 5500
Creator: STEVENS GROUP MARKETING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STEVENS GROUP MARKETING, INC. 401(K) PROFIT SHARING PLAN, STEVENS GROUP MARKETING, INC.

STEVENS GROUP MARKETING, INC.EIN 77-0494282Plan #001PY 2021

P.O. BOX 2104 - TURLOCK, CA 95381209-668-6077

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$333K

+27.8% from 2020

Total participants

0.0% from 2020

Average account balance

$55,562

+27.8% from 2020

Annual return

16.87%

+6.94 pp from 2020

Benchmarks

See 8,326 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort8,326 peers

Snapshot2021

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

0 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.

Not enough data

0 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

+1.04%

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 codes2E2H2J2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the 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

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

$2K

$692 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.622%

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: -

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$55,562

$127,264-56.3%

$109,895-49.4%

$167,490-66.8%

Participation rate

100.0%

77.9%+22.1pp

74.2%+25.8pp

82.1%+17.9pp

Annual return

16.87%

22.97%-6.1pp

29.45%-12.6pp

478.56%-461.7pp

Employer contribution / active EE

$849

$3,322-74.5%

$2,842-70.1%

$4,837-82.5%

Participant deferral / active EE

$8,667

$4,514+92.0%

$4,048+114.1%

$6,341+36.7%

Admin fee / account holder

$346

$7,114-95.1%

$6,066-94.3%

$12,309-97.2%

STEVENS GROUP MARKETING, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

STEVENS GROUP MARKETING, INC. 401(K) PROFIT 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