Retirement plan

R.B. PAMPLIN CORPORATION AND SUBSIDIARIES SAVINGS PLAN AND TRUST

Name: R.B. PAMPLIN CORPORATION - R.B. PAMPLIN CORPORATION AND SUBSIDIARIES SAVINGS PLAN AND TRUST (2017) Form 5500
Creator: R.B. PAMPLIN CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, R.B. PAMPLIN CORPORATION AND SUBSIDIARIES SAVINGS PLAN AND TRUST, R.B. PAMPLIN CORPORATION

R.B. PAMPLIN CORPORATIONEIN 91-6033627Plan #003PY 2017

6605 SE LAKE ROAD - PORTLAND, OR 97222503-248-1133LinkedIn1001-5000 employeesfood production

Other plans on this EIN

1 filing

#004Retirement-$116.0M assets

Prospect flagsLow assets / participantFailed to transmit contributions

How to read this page

Total assets (EOY)

$67.7M

+7.5% from 2016

Total participants

3,200

-3.1% from 2016

Average account balance

$27,927

+10.3% from 2016

Annual return

15.47%

+10.82 pp from 2016

Benchmarks

See 215 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants1,000-4,999

Cohort215 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$51.42M

Not enough data

1 years with asset history on file

Average account balance

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

$63K

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.

817

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.

59.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.73M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

-18.74%

Not enough data

1 years with return on file

Admin fee / account holder

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

$28

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 4 by compensation

Provider	Service type	Compensation
FIDELITY INVESTMENTS INSTITUTIONAL3+ years Service code 37 · EIN 04-2647786	Loan Processing	$16,982
MORGAN STANLEY SMITH BARNEY1 year Filed as: JP MORGAN INVEST HOLDINGS, LLC Service code 37 · EIN 13-2624428	Loan Processing	$6,341
KESTRA INVESTMENT SERVICES LLC1 year Filed as: KESTRA ADVISORY SERVICE, LLC Service code 16 · EIN 35-3552359	Consulting	$5,000
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524	Advisory (Plan)	$5,000

Plan features & details

Pension benefit codes2E2G2J2K3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.
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 assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$34K

$12 / participant

Other / not subdivided$34K100.0%

% of EOY assets

0.050%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: GRANT THORNTON
Auditor EIN: 366055558
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$27,927

$123,286-77.3%

$75,501-63.0%

$77,958-64.2%

Participation rate

72.8%

78.8%-6.0pp

72.4%+0.4pp

71.6%+1.1pp

Annual return

15.47%

20.45%-5.0pp

27.35%-11.9pp

20.87%-5.4pp

Employer contribution / active EE

$2,035-100.0%

$2,352-100.0%

$2,310-100.0%

Participant deferral / active EE

$1,488

$3,095-51.9%

$3,142-52.7%

$3,537-57.9%

Admin fee / account holder

$14

$144-90.3%

$5,801-99.8%

$97-85.6%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL3+ years

Service code 37 · EIN 04-2647786

Loan Processing

$16,982

MORGAN STANLEY SMITH BARNEY1 year

Filed as: JP MORGAN INVEST HOLDINGS, LLC

Service code 37 · EIN 13-2624428

Loan Processing

$6,341

KESTRA INVESTMENT SERVICES LLC1 year

Filed as: KESTRA ADVISORY SERVICE, LLC

Service code 16 · EIN 35-3552359

Consulting

$5,000

STRATEGIC ADVISORS, INC.3+ years

Service code 27 · EIN 04-2654524

Advisory (Plan)

$5,000

R.B. PAMPLIN CORPORATION AND SUBSIDIARIES SAVINGS PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

R.B. PAMPLIN CORPORATION AND SUBSIDIARIES SAVINGS PLAN AND TRUST

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