Retirement plan

PETER MANGONE, INC. DEFERRED COMPENSATION PLAN

Name: PETER MANGONE, INC. - PETER MANGONE, INC. DEFERRED COMPENSATION PLAN (2016) Form 5500
Creator: PETER MANGONE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PETER MANGONE, INC. DEFERRED COMPENSATION PLAN, PETER MANGONE, INC.

PETER MANGONE, INC.EIN 84-0958380Plan #001PY 2016

12687 W CEDAR DR STE 100 - LAKEWOOD, CO 802282013303-986-7700petermangone.comLinkedIn1-10 employeestelecommunications

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$7.1M

No prior year

Total participants

No prior year

Average account balance

$203,651

No prior year

Annual return

9.16%

No prior year

Benchmarks

See 9,335 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants25-99

Cohort9,335 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.04M

Not enough data

1 years with asset history on file

Average account balance

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

$252K

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.

92.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$242K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+9.46%

Not enough data

1 years with return on file

Admin fee / account holder

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

$36347

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

$126K

$3706 / participant

Other / not subdivided$126K100.0%

% of EOY assets

1.768%

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

$203,651

$69,977+191.0%

$108,582+87.6%

$62,881+223.9%

Participation rate

100.0%

72.9%+27.1pp

79.6%+20.4pp

69.3%+30.7pp

Annual return

9.16%

10.73%-1.6pp

-51.70%+60.9pp

20.14%-11.0pp

Employer contribution / active EE

$3,113

$2,135+45.8%

$3,758-17.2%

$2,281+36.5%

Participant deferral / active EE

$6,592

$3,165+108.3%

$4,311+52.9%

$3,203+105.8%

Admin fee / account holder

$3,601

$5,076-29.1%

$7,645-52.9%

$4,296-16.2%

PETER MANGONE, INC. DEFERRED COMPENSATION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PETER MANGONE, INC. DEFERRED COMPENSATION 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