Retirement plan

REED ELECTRIC CO PROFIT SHARING AND 401K SAVINGS AND INVESTMENT PLAN

Name: REED ELECTRIC COMPANY - REED ELECTRIC CO PROFIT SHARING AND 401K SAVINGS AND INVESTMENT PLAN (2017) Form 5500
Creator: REED ELECTRIC COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, REED ELECTRIC CO PROFIT SHARING AND 401K SAVINGS AND INVESTMENT PLAN, REED ELECTRIC COMPANY

REED ELECTRIC COMPANYEIN 93-0497440Plan #001PY 2017

P. O. BOX 10303 - PORTLAND, OR 97210503-223-8191

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$394K

+22.3% from 2016

Total participants

-3.6% from 2016

Average account balance

$18,777

+39.7% from 2016

Annual return

7.18%

+4.03 pp from 2016

Benchmarks

See 32,058 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort32,058 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$392K

Not enough data

1 years with asset history on file

Average account balance

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

$26K

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.

136.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$41K

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

+12.66%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1299

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 codes2E2J3D

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.
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

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$2K

$99 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.579%

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

$18,777

$99,011-81.0%

$86,582-78.3%

$147,586-87.3%

Participation rate

73.9%

76.3%-2.4pp

73.5%+0.4pp

82.8%-8.9pp

Annual return

7.18%

1312.75%-1305.6pp

965.08%-957.9pp

578.59%-571.4pp

Employer contribution / active EE

$652

$3,132-79.2%

$2,839-77.0%

$4,876-86.6%

Participant deferral / active EE

$1,537

$3,972-61.3%

$3,609-57.4%

$5,439-71.7%

Admin fee / account holder

$109

$5,709-98.1%

$4,904-97.8%

$10,886-99.0%

REED ELECTRIC CO PROFIT SHARING AND 401K SAVINGS AND INVESTMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

REED ELECTRIC CO PROFIT SHARING AND 401K SAVINGS AND INVESTMENT 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