Retirement plan

TUMAC LUMBER CO., INC. PROFIT SHARING TRUST

Name: TUMAC LUMBER CO., INC. - TUMAC LUMBER CO., INC. PROFIT SHARING TRUST (2017) Form 5500
Creator: TUMAC LUMBER CO., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TUMAC LUMBER CO., INC. PROFIT SHARING TRUST, TUMAC LUMBER CO., INC.

TUMAC LUMBER CO., INC.EIN 93-0474459Plan #001PY 2017

805 SW BROADWAY, SUITE 1500 - PORTLAND, OR 97205503-226-6661LinkedIn1-10 employeesinternational trade and development

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$21.8M

+17.5% from 2016

Total participants

151

+2.7% from 2016

Average account balance

$150,677

+10.2% from 2016

Annual return

17.13%

+13.89 pp from 2016

Benchmarks

See 2,371 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants100-249

Cohort2,371 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$32.96M

Not enough data

1 years with asset history on file

Average account balance

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

$270K

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.

122

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.

92.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.70M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+23.41%

Not enough data

1 years with return on file

Admin fee / account holder

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

$678

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
RVK, INC.2+ years Filed as: RV KUHNS & ASSOCIATES, INC. Service code 27 · EIN 93-0910652	Advisory (Plan)	$14,063
NEWPORT GROUP, INC.2+ years Service code 13 · EIN 27-2037969	Contract Administrator	$9,361

Plan features & details

Pension benefit codes2E2F2G2J2T3D3H

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$23K

$230 / participant

Investment mgmt$14K60.0%
Contract admin$9K40.0%

% of EOY assets

0.107%

all-in expense ratio

Categories reported

2 / 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: MOSS ADAMS, LLP
Auditor EIN: 910189318
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$150,677

$71,192+111.6%

$117,861+27.8%

$62,293+141.9%

Participation rate

94.1%

74.2%+19.9pp

79.7%+14.5pp

69.5%+24.6pp

Annual return

17.13%

18.66%-1.5pp

335.11%-318.0pp

28.90%-11.8pp

Employer contribution / active EE

$7,622

$1,934+294.1%

$3,786+101.3%

$2,042+273.2%

Participant deferral / active EE

$5,484

$3,189+72.0%

$4,482+22.4%

$3,169+73.0%

Admin fee / account holder

$162

$587-72.5%

$8,021-98.0%

$479-66.3%

Provider

Service type

Compensation

RVK, INC.2+ years

Filed as: RV KUHNS & ASSOCIATES, INC.

Service code 27 · EIN 93-0910652

Advisory (Plan)

$14,063

NEWPORT GROUP, INC.2+ years

Service code 13 · EIN 27-2037969

Contract Administrator

$9,361

TUMAC LUMBER CO., INC. PROFIT SHARING TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TUMAC LUMBER CO., INC. PROFIT SHARING 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