Retirement plan

PORTLAND SPRAY WORKS, INC. 401(K) PLAN

Name: PORTLAND SPRAY WORKS, INC. - PORTLAND SPRAY WORKS, INC. 401(K) PLAN (2019) Form 5500
Creator: PORTLAND SPRAY WORKS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PORTLAND SPRAY WORKS, INC. 401(K) PLAN, PORTLAND SPRAY WORKS, INC.

PORTLAND SPRAY WORKS, INC.EIN 81-0559206Plan #001PY 2019

4945 NE 109TH AVE. - PORTLAND, OR 97220503-719-6600

Prospect flagsLow participationLow employer contribution

How to read this page

Total assets (EOY)

$434K

+632.3% from 2018

Total participants

+33.3% from 2018

Average account balance

$48,172

+388.2% from 2018

Annual return

505.38%

+533.45 pp from 2018

Benchmarks

See 15,813 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants25-99

Cohort15,813 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$621K

Not enough data

1 years with asset history on file

Average account balance

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

$41K

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.

46.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$97K

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

+16.20%

Not enough data

1 years with return on file

Admin fee / account holder

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

$392

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 codes2E2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$1K

$35 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.280%

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

$48,172

$65,364-26.3%

$92,909-48.2%

$72,975-34.0%

Participation rate

22.9%

68.3%-45.5pp

76.0%-53.1pp

69.5%-46.6pp

Annual return

505.38%

42.11%+463.3pp

109.44%+395.9pp

81.01%+424.4pp

Employer contribution / active EE

$515

$2,594-80.2%

$3,653-85.9%

$2,440-78.9%

Participant deferral / active EE

$1,667

$3,128-46.7%

$4,238-60.7%

$3,608-53.8%

Admin fee / account holder

$135

$4,251-96.8%

$5,795-97.7%

$5,124-97.4%

PORTLAND SPRAY WORKS, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PORTLAND SPRAY WORKS, INC. 401(K) 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