Retirement plan

PROTECTION TECHNOLOGIES, INC. PROFIT SHARING PLAN

Name: PROTECTION TECHNOLOGIES, INC. - PROTECTION TECHNOLOGIES, INC. PROFIT SHARING PLAN (2015) Form 5500
Creator: PROTECTION TECHNOLOGIES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PROTECTION TECHNOLOGIES, INC. PROFIT SHARING PLAN, PROTECTION TECHNOLOGIES, INC.

PROTECTION TECHNOLOGIES, INC.EIN 88-0163638Plan #001PY 2015

529 VISTA BLVD., A-3 - SPARKS, NV 89434775-856-7333

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$773K

No prior year

Total participants

No prior year

Average account balance

$36,830

No prior year

Annual return

-1.99%

No prior year

Benchmarks

See 18,068 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort18,068 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.45M

Not enough data

1 years with asset history on file

Average account balance

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

$102K

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.

141.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$130K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+14.38%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1243

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 codes2E3D2J2H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.
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

$278K

$18558 / participant

Other / not subdivided$278K100.0%

% of EOY assets

35.991%

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

$36,830

$78,694-53.2%

$67,653-45.6%

$125,388-70.6%

Participation rate

100.0%

78.8%+21.2pp

75.7%+24.3pp

83.2%+16.8pp

Annual return

-1.99%

9.46%-11.4pp

6625.22%-6627.2pp

282.24%-284.2pp

Employer contribution / active EE

$1,522

$3,044-50.0%

$2,266-32.8%

$4,866-68.7%

Participant deferral / active EE

$3,252

$4,292-24.2%

$3,560-8.6%

$5,352-39.2%

Admin fee / account holder

$13,255

$7,403+79.1%

$4,821+175.0%

$9,541+38.9%

PROTECTION TECHNOLOGIES, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PROTECTION TECHNOLOGIES, INC. 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