Retirement plan

LUNDE MARINE ELECTRONICS 401K PROFIT SHARING PLAN

Name: LUNDE MARINE ELECTRONICS INC - LUNDE MARINE ELECTRONICS 401K PROFIT SHARING PLAN (2017) Form 5500
Creator: LUNDE MARINE ELECTRONICS INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LUNDE MARINE ELECTRONICS 401K PROFIT SHARING PLAN, LUNDE MARINE ELECTRONICS INC

LUNDE MARINE ELECTRONICS INCEIN 91-1012488Plan #001PY 2017

5415 24TH AVE NW - SEATTLE, WA 98107206-789-3011lundemarineelectronics.comLinkedIn11-50 employees

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3.3M

+12.9% from 2016

Total participants

-18.2% from 2016

Average account balance

$195,404

+19.6% from 2016

Annual return

12.74%

+1.71 pp from 2016

Benchmarks

See 7,344 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort7,344 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$33K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+7.78%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

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

$44K

$3140 / participant

Other / not subdivided$44K100.0%

% of EOY assets

1.323%

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

$195,404

$113,338+72.4%

$94,993+105.7%

$147,586+32.4%

Participation rate

92.9%

78.0%+14.9pp

73.9%+19.0pp

82.8%+10.0pp

Annual return

12.74%

20.80%-8.1pp

27.14%-14.4pp

578.59%-565.9pp

Employer contribution / active EE

$714

$3,160-77.4%

$2,603-72.6%

$4,876-85.4%

Participant deferral / active EE

$2,862

$3,777-24.2%

$3,317-13.7%

$5,439-47.4%

Admin fee / account holder

$2,585

$6,063-57.4%

$4,960-47.9%

$10,886-76.2%

LUNDE MARINE ELECTRONICS 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LUNDE MARINE ELECTRONICS 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