Retirement plan

PIONEER DOOR, INC. 401(K) PROFIT SHARING PLAN & TRUST

Name: PIONEER DOOR, INC. - PIONEER DOOR, INC. 401(K) PROFIT SHARING PLAN & TRUST (2016) Form 5500
Creator: PIONEER DOOR, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PIONEER DOOR, INC. 401(K) PROFIT SHARING PLAN & TRUST, PIONEER DOOR, INC.

PIONEER DOOR, INC.EIN 92-0099939Plan #001PY 2016

6514 GREENWOOD - ANCHORAGE, AK 99518907-344-2212pioneerdoorak.comLinkedIn11-50 employeesarchitecture & planning

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$2.2M

+5.7% from 2015

Total participants

-8.7% from 2015

Average account balance

$66,148

+41.0% from 2015

Annual return

5.97%

+13.90 pp from 2015

Benchmarks

See 13,704 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants25-99

Cohort13,704 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.06M

Not enough data

1 years with asset history on file

Average account balance

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

$98K

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.

131.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$152K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+11.64%

Not enough data

1 years with return on file

Admin fee / account holder

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

$21844

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 codes2E2G2J3D

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.
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.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$201K

$5589 / participant

Other / not subdivided$201K100.0%

% of EOY assets

9.217%

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

$66,148

$56,894+16.3%

$84,751-21.9%

$62,891+5.2%

Participation rate

75.0%

68.5%+6.5pp

76.6%-1.6pp

69.3%+5.7pp

Annual return

5.97%

6.30%-0.3pp

22.78%-16.8pp

20.14%-14.2pp

Employer contribution / active EE

$1,606

$2,400-33.1%

$3,574-55.1%

$2,281-29.6%

Participant deferral / active EE

$3,853

$2,709+42.2%

$3,712+3.8%

$3,203+20.3%

Admin fee / account holder

$6,097

$3,581+70.3%

$5,333+14.3%

$4,296+41.9%

PIONEER DOOR, INC. 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PIONEER DOOR, INC. 401(K) PROFIT SHARING PLAN & 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