Retirement plan

PETER MANGONE, INC. DEFERRED COMPENSATION PLAN

Name: PETER MANGONE, INC. - PETER MANGONE, INC. DEFERRED COMPENSATION PLAN (2018) 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 2018

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)

$6.3M

-6.9% from 2017

Total participants

0.0% from 2017

Average account balance

$178,924

-4.2% from 2017

Annual return

-2.14%

-5.91 pp from 2017

Benchmarks

See 9,277 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants25-99

Cohort9,277 peers

Snapshot2018

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 codes2J3D

Plan features

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

$629K

$19055 / participant

Other / not subdivided$629K100.0%

% of EOY assets

10.041%

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

$178,924

$72,404+147.1%

$110,241+62.3%

$64,181+178.8%

Participation rate

97.0%

73.3%+23.6pp

79.8%+17.1pp

69.6%+27.4pp

Annual return

-2.14%

-6.29%+4.1pp

314.75%-316.9pp

7.63%-9.8pp

Employer contribution / active EE

$2,986

$2,282+30.9%

$3,827-22.0%

$2,381+25.4%

Participant deferral / active EE

$6,401

$3,469+84.5%

$4,672+37.0%

$3,470+84.5%

Admin fee / account holder

$17,966

$5,664+217.2%

$8,548+110.2%

$4,887+267.6%

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