Retirement plan

SHADYBROOK LUMBER PRODUCTS, INC. PROFIT SHARING PLAN

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

SHADYBROOK LUMBER PRODUCTS, INC.EIN 93-0666454Plan #001PY 2017

15150 N W JACKSON SCHOOL RD - NORTH PLAINS, OR 97133503-647-2234shadybrooklumber.comLinkedIn1-10 employeespackaging and containers

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.5M

+35.1% from 2016

Total participants

+10.0% from 2016

Average account balance

$69,437

+22.8% from 2016

Annual return

15.32%

+7.53 pp from 2016

Benchmarks

See 8,098 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort8,098 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.76M

Not enough data

1 years with asset history on file

Average account balance

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

$71K

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.

95.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$483K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+7.00%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2504

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 codes2E2F2G2J2T3D

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.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$7K

$405 / participant

Other / not subdivided$7K100.0%

% of EOY assets

0.450%

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

$69,437

$104,251-33.4%

$91,004-23.7%

$147,586-53.0%

Participation rate

100.0%

78.2%+21.8pp

75.6%+24.4pp

82.8%+17.2pp

Annual return

15.32%

27.06%-11.7pp

4.60%+10.7pp

578.59%-563.3pp

Employer contribution / active EE

$7,573

$3,116+143.1%

$2,456+208.4%

$4,876+55.3%

Participant deferral / active EE

$5,579

$4,195+33.0%

$3,548+57.3%

$5,439+2.6%

Admin fee / account holder

$313

$8,948-96.5%

$5,417-94.2%

$10,886-97.1%

SHADYBROOK LUMBER PRODUCTS, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SHADYBROOK LUMBER PRODUCTS, INC. PROFIT SHARING 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