Retirement plan

PERFORMANCE RADIATOR PACIFIC LLC 401K PLAN

Name: PERFORMANCE RADIATOR PACIFIC LLC - PERFORMANCE RADIATOR PACIFIC LLC 401K PLAN (2018) 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 2018

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

Prospect flagsLow returnsLow participation

How to read this page

Total assets (EOY)

$5.3M

-12.0% from 2017

Total participants

281

-4.1% from 2017

Average account balance

$24,040

-3.7% from 2017

Annual return

-10.70%

-26.67 pp from 2017

Benchmarks

See 1,738 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants100-249

Cohort1,738 peers

Snapshot2018

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 1 by compensation

Provider	Service type	Compensation
EPIC RETIREMENT PLAN SERVICES4+ years Filed as: UNITED RETIREMENT PLAN CONSULTANTS Service code 49 · EIN 25-1759623 10700 MERIDICAN AVE. N., SUITE 401 · SEATTLE, WA 98133	Other Services	$17,264

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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$18K

$111 / participant

Other / not subdivided$18K100.0%

% of EOY assets

0.336%

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: CLARK NUBER
Auditor EIN: 911194016
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$24,040

$44,873-46.4%

$79,476-69.8%

$56,287-57.3%

Participation rate

63.4%

68.7%-5.4pp

73.3%-10.0pp

69.9%-6.5pp

Annual return

-10.70%

0.81%-11.5pp

718.21%-728.9pp

-9.96%-0.7pp

Employer contribution / active EE

$2,140-100.0%

$2,800-100.0%

$2,111-100.0%

Participant deferral / active EE

$839

$2,746-69.4%

$3,704-77.4%

$3,350-75.0%

Admin fee / account holder

$81

$418-80.7%

$5,113-98.4%

$521-84.5%

Provider

Service type

Compensation

EPIC RETIREMENT PLAN SERVICES4+ years

Filed as: UNITED RETIREMENT PLAN CONSULTANTS

Service code 49 · EIN 25-1759623

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

Other Services

$17,264

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