Retirement plan

HENRY H. KETCHAM LUMBER COMPANY, INC. PROFIT SHARING PLAN

Name: HENRY H. KETCHAM LUMBER COMPANY, INC. - HENRY H. KETCHAM LUMBER COMPANY, INC. PROFIT SHARING PLAN (2016) Form 5500
Creator: HENRY H. KETCHAM LUMBER COMPANY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HENRY H. KETCHAM LUMBER COMPANY, INC. PROFIT SHARING PLAN, HENRY H. KETCHAM LUMBER COMPANY, INC.

HENRY H. KETCHAM LUMBER COMPANY, INC.EIN 91-0716315Plan #001PY 2016

P.O. BOX 22789 - SEATTLE, WA 98112206-329-2700

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3M

-1.4% from 2015

Total participants

-6.7% from 2015

Average account balance

$216,060

-8.4% from 2015

Annual return

3.31%

+4.75 pp from 2015

Benchmarks

See 13,988 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort13,988 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.05M

Not enough data

1 years with asset history on file

Average account balance

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

$210K

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.

250.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$35K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+4.06%

Not enough data

1 years with return on file

Admin fee / account holder

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

$266986

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 codes2E3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

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

$206K

$18727 / participant

Other / not subdivided$206K100.0%

% of EOY assets

6.810%

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

$216,060

$215,361+0.3%

$171,082+26.3%

$273,972-21.1%

Participation rate

100.0%

82.0%+18.0pp

76.7%+23.3pp

83.0%+17.0pp

Annual return

3.31%

25.14%-21.8pp

32.56%-29.3pp

41.46%-38.1pp

Employer contribution / active EE

$1,964

$4,967-60.5%

$4,002-50.9%

$4,869-59.7%

Participant deferral / active EE

$2,310

$5,543-58.3%

$4,797-51.8%

$5,287-56.3%

Admin fee / account holder

$14,714

$10,846+35.7%

$8,520+72.7%

$10,133+45.2%

HENRY H. KETCHAM LUMBER COMPANY, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HENRY H. KETCHAM LUMBER COMPANY, 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