Retirement plan

GOODIER COSMETICS LLC, 401(K) PLAN

Name: GOODIER COSMETICS, LLC - GOODIER COSMETICS LLC, 401(K) PLAN (2017) Form 5500
Creator: GOODIER COSMETICS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GOODIER COSMETICS LLC, 401(K) PLAN, GOODIER COSMETICS, LLC

GOODIER COSMETICS, LLCEIN 81-3383924Plan #001PY 2017

9019 PREMIER ROW - DALLAS, TX 75247214-630-1803

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$4.7M

No prior year

Total participants

170

No prior year

Average account balance

$29,103

No prior year

Annual return

16.20%

No prior year

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

$6.01M

Not enough data

1 years with asset history on file

Average account balance

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

$35K

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.

170

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.

94.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$882K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+12.19%

Not enough data

1 years with return on file

Admin fee / account holder

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

$134

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 4 by compensation

Provider	Service type	Compensation
NATIONWIDE1+ years Service code 64 · EIN 31-4156830	Recordkeeping Fees	$31,022
JP MORGAN INVESTMENT MANAGEMENT INC1+ years Filed as: MEEDER INVESTMENT MANAGEMENT Service code 26 · EIN 31-1332744	Advisory (Participants)	$4,993
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN BENEFIT SYSTEMS Service code 16 · EIN 46-4664074	Consulting	$4,081
NATIONAL BENEFIT SERVICES, LLC1+ years Service code 16 · EIN 20-3886993	Consulting	$2,182

Plan features & details

Pension benefit codes2E2F2G2J2K3D

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

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: LANE GORMAN TRUBITT, LLC
Auditor EIN: 751044330
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$29,103

$64,909-55.2%

$82,313-64.6%

$62,293-53.3%

Participation rate

94.7%

74.9%+19.8pp

76.9%+17.8pp

69.5%+25.2pp

Annual return

16.20%

21.18%-5.0pp

25.88%-9.7pp

28.90%-12.7pp

Employer contribution / active EE

$2,532

$1,676+51.1%

$2,428+4.3%

$2,042+24.0%

Participant deferral / active EE

$5,985

$3,103+92.9%

$3,706+61.5%

$3,169+88.9%

Admin fee / account holder

$440-100.0%

$5,608-100.0%

$479-100.0%

Provider

Service type

Compensation

NATIONWIDE1+ years

Service code 64 · EIN 31-4156830

Recordkeeping Fees

$31,022

JP MORGAN INVESTMENT MANAGEMENT INC1+ years

Filed as: MEEDER INVESTMENT MANAGEMENT

Service code 26 · EIN 31-1332744

Advisory (Participants)

$4,993

AMERICAN REALTY ADVISORS1+ years

Filed as: AMERICAN BENEFIT SYSTEMS

Service code 16 · EIN 46-4664074

Consulting

$4,081

NATIONAL BENEFIT SERVICES, LLC1+ years

Service code 16 · EIN 20-3886993

Consulting

$2,182

GOODIER COSMETICS LLC, 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

GOODIER COSMETICS LLC, 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion