Retirement plan

SEE'S RETIREMENT PLAN

Name: SEE'S CANDIES, INC. - SEE'S RETIREMENT PLAN (2020) Form 5500
Creator: SEE'S CANDIES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SEE'S RETIREMENT PLAN, SEE'S CANDIES, INC.

SEE'S CANDIES, INC.EIN 94-0852350Plan #004PY 2020

210 EL CAMINO REAL - SOUTH SAN FRANCISCO, CA 94080650-583-7307see-s-candiessa.comLinkedIn1-10 employeesfood production

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$67.1M

+2.8% from 2019

Total participants

1,552

+2.0% from 2019

Average account balance

$45,841

+3.7% from 2019

Annual return

6.37%

-3.40 pp from 2019

Benchmarks

See 216 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants1,000-4,999

Cohort216 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$85.96M

Not enough data

1 years with asset history on file

Average account balance

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

$53K

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.

1,611

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.

79.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$8.76M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+9.78%

Not enough data

1 years with return on file

Admin fee / account holder

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

$123

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 1 by compensation

Provider	Service type	Compensation
WELLS FARGO BANK, N.A.6+ years Service code 15 · EIN 94-1347393	Recordkeeping	$229,014

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

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

Expense breakdown

Schedule H Part II

Admin total

$230K

$178 / participant

Other / not subdivided$230K100.0%

% of EOY assets

0.343%

all-in expense ratio

Categories reported

0 / 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: JOHNSON & KURN, LLP
Auditor EIN: 943345534
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$45,841

$72,066-36.4%

$81,726-43.9%

$90,274-49.2%

Participation rate

93.2%

78.9%+14.3pp

72.0%+21.2pp

73.4%+19.9pp

Annual return

6.37%

15.92%-9.5pp

29.49%-23.1pp

53.97%-47.6pp

Employer contribution / active EE

$2,684

$2,335+14.9%

$4,311-37.7%

$2,523+6.4%

Participant deferral / active EE

$1,695

$3,557-52.3%

$7,108-76.2%

$4,231-59.9%

Admin fee / account holder

$157

$92+70.1%

$5,160-97.0%

$114+37.9%

Provider

Service type

Compensation

WELLS FARGO BANK, N.A.6+ years

Service code 15 · EIN 94-1347393

Recordkeeping

$229,014

SEE'S RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SEE'S RETIREMENT 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