Retirement plan

PENDLETON ELECTRIC CO. 401K PROFIT SHARING PLAN & TRUST

Name: PENDLETON ELECTRIC COMPANY - PENDLETON ELECTRIC CO. 401K PROFIT SHARING PLAN & TRUST (2019) Form 5500
Creator: PENDLETON ELECTRIC COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PENDLETON ELECTRIC CO. 401K PROFIT SHARING PLAN & TRUST, PENDLETON ELECTRIC COMPANY

PENDLETON ELECTRIC COMPANYEIN 93-0448174Plan #004PY 2019

3501 WESTGATE - PENDLETON, OR 978019651541-276-2672pendletonelectric.comLinkedIn1-10 employeesrenewables & environment

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$643K

+40.9% from 2018

Total participants

+3.8% from 2018

Average account balance

$23,830

+9.6% from 2018

Annual return

22.25%

+29.21 pp from 2018

Benchmarks

See 40,740 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort40,740 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.02M

Not enough data

1 years with asset history on file

Average account balance

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

$65K

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.

103.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$165K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+18.92%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3338

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 codes2E2F2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$2K

$122 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.284%

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

$23,830

$107,341-77.8%

$92,897-74.3%

$152,870-84.4%

Participation rate

100.0%

79.8%+20.2pp

76.0%+24.0pp

82.4%+17.6pp

Annual return

22.25%

145.59%-123.3pp

109.42%-87.2pp

345.34%-323.1pp

Employer contribution / active EE

$2,163

$4,221-48.8%

$3,653-40.8%

$4,763-54.6%

Participant deferral / active EE

$3,615

$4,847-25.4%

$4,238-14.7%

$5,850-38.2%

Admin fee / account holder

$68

$7,080-99.0%

$5,794-98.8%

$11,597-99.4%

PENDLETON ELECTRIC CO. 401K PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PENDLETON ELECTRIC CO. 401K 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