Retirement plan

PERFORMANCE RADIATOR PACIFIC LLC 401K PLAN

Name: PERFORMANCE RADIATOR PACIFIC LLC - PERFORMANCE RADIATOR PACIFIC LLC 401K PLAN (2017) Form 5500
Creator: PERFORMANCE RADIATOR PACIFIC LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PERFORMANCE RADIATOR PACIFIC LLC 401K PLAN, PERFORMANCE RADIATOR PACIFIC LLC

PERFORMANCE RADIATOR PACIFIC LLCEIN 91-1956652Plan #001PY 2017

2667 S TACOMA WAY - TACOMA, WA 98409253-471-4203performanceradiator.comLinkedIn201-500 employeesautomotive

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$6.1M

-0.2% from 2016

Total participants

293

+0.3% from 2016

Average account balance

$24,960

+5.1% from 2016

Annual return

15.96%

+5.42 pp from 2016

Benchmarks

See 1,704 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants100-249

Cohort1,704 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.45M

Not enough data

1 years with asset history on file

Average account balance

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

$83K

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.

35.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$276K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+9.12%

Not enough data

1 years with return on file

Admin fee / account holder

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

$742

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 2 by compensation

Provider	Service type	Compensation
EPIC RETIREMENT PLAN SERVICES3+ years Filed as: UNITED RETIREMENT PLAN CONSULTANTS Service code 49 · EIN 25-1759623 10700 MERIDICAN AVE. N., SUITE 401 · SEATTLE, WA 98133	Other Services	$20,809
VISSE & COMPANY, CPA'S3+ years Filed as: VISSE & COMPANY, CPAS Service code 10 · EIN 54-2088418 610 MARKET ST, SUITE 200 · KIRKLAND, WA 98033	Accounting	$7,800

Plan features & details

Pension benefit codes2E2J2K3D3H

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$21K

$128 / participant

Other / not subdivided$21K100.0%

% of EOY assets

0.341%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: VISSE & COMPANY, CPA'S
Auditor EIN: 542088418
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$24,960

$50,637-50.7%

$86,582-71.2%

$62,293-59.9%

Participation rate

69.1%

67.9%+1.2pp

73.5%-4.4pp

69.5%-0.4pp

Annual return

15.96%

20.80%-4.8pp

965.08%-949.1pp

28.90%-12.9pp

Employer contribution / active EE

$2,075-100.0%

$2,839-100.0%

$2,042-100.0%

Participant deferral / active EE

$918

$2,611-64.9%

$3,609-74.6%

$3,169-71.0%

Admin fee / account holder

$85

$413-79.4%

$4,904-98.3%

$479-82.2%

Provider

Service type

Compensation

EPIC RETIREMENT PLAN SERVICES3+ years

Filed as: UNITED RETIREMENT PLAN CONSULTANTS

Service code 49 · EIN 25-1759623

10700 MERIDICAN AVE. N., SUITE 401 · SEATTLE, WA 98133

Other Services

$20,809

VISSE & COMPANY, CPA'S3+ years

Filed as: VISSE & COMPANY, CPAS

Service code 10 · EIN 54-2088418

610 MARKET ST, SUITE 200 · KIRKLAND, WA 98033

Accounting

$7,800

PERFORMANCE RADIATOR PACIFIC LLC 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PERFORMANCE RADIATOR PACIFIC LLC 401K 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