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 (2017) 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 2017

2811 E MADISON ST - SEATTLE, WA 98112206-329-2700

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3.3M

+10.4% from 2016

Total participants

+7.1% from 2016

Average account balance

$222,684

+3.1% from 2016

Annual return

9.11%

+5.81 pp from 2016

Benchmarks

See 14,494 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort14,494 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.30M

Not enough data

1 years with asset history on file

Average account balance

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

$259K

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

$104K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$52K

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

+13.62%

Not enough data

1 years with return on file

Admin fee / account holder

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

$339

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

$38K

$3164 / participant

Other / not subdivided$38K100.0%

% of EOY assets

1.136%

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

$222,684

$232,540-4.2%

$185,117+20.3%

$147,585+50.9%

Participation rate

100.0%

82.4%+17.6pp

77.3%+22.7pp

82.8%+17.2pp

Annual return

9.11%

43.03%-33.9pp

40.50%-31.4pp

578.57%-569.5pp

Employer contribution / active EE

$2,317

$5,195-55.4%

$4,182-44.6%

$4,876-52.5%

Participant deferral / active EE

$2,388

$5,834-59.1%

$5,045-52.7%

$5,439-56.1%

Admin fee / account holder

$2,531

$10,275-75.4%

$8,159-69.0%

$10,885-76.8%

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