Retirement plan

HARBOR PACIFIC BOTTLING CO., INC. RETIREMENT SAVINGS PLAN

Name: HARBOR PACIFIC BOTTLING CO., INC. - HARBOR PACIFIC BOTTLING CO., INC. RETIREMENT SAVINGS PLAN (2017) Form 5500
Creator: HARBOR PACIFIC BOTTLING CO., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HARBOR PACIFIC BOTTLING CO., INC. RETIREMENT SAVINGS PLAN, HARBOR PACIFIC BOTTLING CO., INC.

HARBOR PACIFIC BOTTLING CO., INC.EIN 91-0666150Plan #003PY 2017

50 SCHOUWEILER TRACTS ROAD EAST - ELMA, WA 98541360-482-4820harborpacificbottling.comLinkedIn1-10 employeesfood & beverages

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$3.6M

-7.6% from 2016

Total participants

+9.8% from 2016

Average account balance

$82,569

-18.4% from 2016

Annual return

11.64%

+4.50 pp from 2016

Benchmarks

See 9,327 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants25-99

Cohort9,327 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.12M

Not enough data

1 years with asset history on file

Average account balance

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

$173K

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.

127.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$313K

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

+14.11%

Not enough data

1 years with return on file

Admin fee / account holder

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

$961

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 codes2E2F3D2J2T

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$961K

$26690 / participant

Other / not subdivided$961K100.0%

% of EOY assets

27.063%

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

$82,569

$78,707+4.9%

$117,861-29.9%

$70,126+17.7%

Participation rate

94.4%

73.2%+21.3pp

79.7%+14.8pp

69.5%+24.9pp

Annual return

11.64%

23.30%-11.7pp

335.11%-323.5pp

73.15%-61.5pp

Employer contribution / active EE

$4,017

$2,223+80.6%

$3,786+6.1%

$2,343+71.5%

Participant deferral / active EE

$2,101

$3,297-36.3%

$4,482-53.1%

$3,332-36.9%

Admin fee / account holder

$22,345

$5,066+341.1%

$8,021+178.6%

$4,645+381.0%

HARBOR PACIFIC BOTTLING CO., INC. RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HARBOR PACIFIC BOTTLING CO., INC. RETIREMENT SAVINGS 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