Retirement plan

GATHER AND RESTORE RETIREMENT PLAN

Name: GATHER AND RESTORE, COMPANY - GATHER AND RESTORE RETIREMENT PLAN (2017) Form 5500
Creator: GATHER AND RESTORE, COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GATHER AND RESTORE RETIREMENT PLAN, GATHER AND RESTORE, COMPANY

GATHER AND RESTORE, COMPANYEIN 82-2438101Plan #001PY 2017

6016 BATTLEFIELD GREEN DRIVE - FREDERICKSBURG, VA 22407540-220-4779

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$58K

No prior year

Total participants

No prior year

Average account balance

$57,607

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 3,171 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort3,171 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$62K

Not enough data

1 years with asset history on file

Average account balance

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

$62K

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.

100.0%

Not enough data

1 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

+0.08%

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

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 codes2E2G2J

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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$25

$25 / participant

Other / not subdivided$25100.0%

% of EOY assets

0.043%

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

$57,607

$100,901-42.9%

$75,501-23.7%

$147,586-61.0%

Participation rate

100.0%

77.1%+22.9pp

72.4%+27.6pp

82.8%+17.2pp

Annual return

0.00%

35.78%-35.8pp

27.35%-27.4pp

578.59%-578.6pp

Employer contribution / active EE

$3,253-100.0%

$2,352-100.0%

$4,876-100.0%

Participant deferral / active EE

$4,027-100.0%

$3,142-100.0%

$5,439-100.0%

Admin fee / account holder

$25

$11,285-99.8%

$5,801-99.6%

$10,886-99.8%

GATHER AND RESTORE RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GATHER AND RESTORE RETIREMENT 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