Retirement plan

PIONEER ROOFING CO. 401K PROFIT SHARING PLAN

Name: PIONEER ROOFING CO. - PIONEER ROOFING CO. 401K PROFIT SHARING PLAN (2020) Form 5500
Creator: PIONEER ROOFING CO.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PIONEER ROOFING CO. 401K PROFIT SHARING PLAN, PIONEER ROOFING CO.

PIONEER ROOFING CO.EIN 86-1037548Plan #001PY 2020

9221 N 15TH AVE - PHOENIX, AZ 850212128602-944-2696

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3.4M

+14.1% from 2019

Total participants

-2.1% from 2019

Average account balance

$86,994

+19.9% from 2019

Annual return

14.02%

-3.80 pp from 2019

Benchmarks

See 16,249 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants25-99

Cohort16,249 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.00M

Not enough data

1 years with asset history on file

Average account balance

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

$267K

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.

107.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$125K

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

+11.41%

Not enough data

1 years with return on file

Admin fee / account holder

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

$19891

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 codes2E2F2J3D

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).
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

$175K

$5822 / participant

Other / not subdivided$175K100.0%

% of EOY assets

5.148%

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

$86,994

$72,273+20.4%

$101,275-14.1%

$79,856+8.9%

Participation rate

76.7%

68.5%+8.2pp

75.8%+0.9pp

69.6%+7.0pp

Annual return

14.02%

22.30%-8.3pp

46.48%-32.5pp

31.71%-17.7pp

Employer contribution / active EE

$1,805

$2,691-32.9%

$3,660-50.7%

$2,471-26.9%

Participant deferral / active EE

$3,126

$3,282-4.8%

$4,371-28.5%

$3,741-16.4%

Admin fee / account holder

$4,478

$4,401+1.8%

$5,948-24.7%

$5,306-15.6%

PIONEER ROOFING CO. 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PIONEER ROOFING CO. 401K PROFIT SHARING 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