Retirement plan

PROTEK DEVICES, LP SALARIED EMPLOYEES PROFIT SHARING PLAN

Name: PROTEK DEVICES, LP - PROTEK DEVICES, LP SALARIED EMPLOYEES PROFIT SHARING PLAN (2016) Form 5500
Creator: PROTEK DEVICES, LP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PROTEK DEVICES, LP SALARIED EMPLOYEES PROFIT SHARING PLAN, PROTEK DEVICES, LP

PROTEK DEVICES, LPEIN 86-0711282Plan #003PY 2016

2929 S. FAIRLANE - TEMPE, AZ 85282602-431-8101protekdevices.comLinkedIn51-200 employeessemiconductors

Other plans on this EIN

1 filing

#002Retirement-$627K assets

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$4.3M

+14.3% from 2015

Total participants

-5.3% from 2015

Average account balance

$239,360

+14.3% from 2015

Annual return

8.34%

+9.14 pp from 2015

Benchmarks

See 21,241 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort21,241 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.52M

Not enough data

1 years with asset history on file

Average account balance

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

$194K

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.

76.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$96K

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

+22.34%

Not enough data

1 years with return on file

Admin fee / account holder

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

$50271

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 codes2F2R2J

Plan features

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).
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.

Opportunity flags

1 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

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

$239,360

$88,707+169.8%

$74,184+222.7%

$273,972-12.6%

Participation rate

100.0%

79.4%+20.6pp

76.6%+23.4pp

83.0%+17.0pp

Annual return

8.34%

11.94%-3.6pp

17.74%-9.4pp

41.46%-33.1pp

Employer contribution / active EE

$3,159-100.0%

$2,370-100.0%

$4,869-100.0%

Participant deferral / active EE

$12,533

$4,212+197.6%

$3,550+253.1%

$5,287+137.0%

Admin fee / account holder

$8,717-100.0%

$5,586-100.0%

$10,133-100.0%

PROTEK DEVICES, LP SALARIED EMPLOYEES PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

PROTEK DEVICES, LP SALARIED EMPLOYEES PROFIT SHARING 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