Retirement plan

FORT SUTTER COMPANY PROFIT SHARING PLAN

Name: FORT SUTTER COMPANY A CALIFORNIA CORPORATION - FORT SUTTER COMPANY PROFIT SHARING PLAN (2016) Form 5500
Creator: FORT SUTTER COMPANY A CALIFORNIA CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FORT SUTTER COMPANY PROFIT SHARING PLAN, FORT SUTTER COMPANY A CALIFORNIA CORPORATION

FORT SUTTER COMPANY A CALIFORNIA CORPORATIONEIN 94-1018416Plan #001PY 2016

455 UNIVERSITY AVE SUITE 275 - SACRAMENTO, CA 958650000916-483-1100

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$6.7M

No prior year

Total participants

No prior year

Average account balance

$954,467

No prior year

Annual return

5.77%

No prior year

Benchmarks

See 880 peers

Peer group

Industry49 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort880 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.75M

Not enough data

1 years with asset history on file

Average account balance

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

$750K

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.

250.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$122K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$61K

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

+18.24%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$340K

$170213 / participant

Other / not subdivided$340K100.0%

% of EOY assets

5.095%

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

$954,467

$74,879,922-98.7%

$40,145,923-97.6%

$273,972+248.4%

Participation rate

100.0%

74.1%+25.9pp

68.4%+31.6pp

83.0%+17.0pp

Annual return

5.77%

2.55%+3.2pp

5.24%+0.5pp

41.46%-35.7pp

Employer contribution / active EE

$44,381

$2,350+1788.5%

$1,844+2307.1%

$4,869+811.5%

Participant deferral / active EE

$2,962-100.0%

$2,591-100.0%

$5,287-100.0%

Admin fee / account holder

$48,632

$3,725+1205.7%

$2,903+1575.0%

$10,133+380.0%

FORT SUTTER COMPANY PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FORT SUTTER COMPANY 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