Retirement plan

PENINSULA COMPONENTS 401(K) PROFIT SHARING PLAN AND TRUST

Name: PENINSULA COMPONENTS INC - PENINSULA COMPONENTS 401(K) PROFIT SHARING PLAN AND TRUST (2015) Form 5500
Creator: PENINSULA COMPONENTS INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PENINSULA COMPONENTS 401(K) PROFIT SHARING PLAN AND TRUST, PENINSULA COMPONENTS INC

PENINSULA COMPONENTS INCEIN 94-3252971Plan #001PY 2015

1300 INDUSTRIAL RD STE 21 - SAN CARLOS, CA 940704141650-593-3288LinkedIn51-200 employees

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$5.7M

No prior year

Total participants

182

No prior year

Average account balance

$34,439

No prior year

Annual return

1.49%

No prior year

Benchmarks

See 4,662 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort4,662 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$20.06M

Not enough data

1 years with asset history on file

Average account balance

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

$100K

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.

200

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.

96.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.48M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+13.02%

Not enough data

1 years with return on file

Admin fee / account holder

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

$251

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
PAYCHEX, INC.1+ years Filed as: PAYCHEX, INC Service code 15 · EIN 16-1124166	Recordkeeping	$714

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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$2K

$11 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.027%

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: BURR BILGER MAYER
Auditor EIN: 263839190
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$34,439

$70,002-50.8%

$115,037-70.1%

$52,331-34.2%

Participation rate

87.5%

72.1%+15.4pp

81.4%+6.1pp

68.1%+19.4pp

Annual return

1.49%

4.04%-2.6pp

26.14%-24.7pp

4.54%-3.1pp

Employer contribution / active EE

$1,158

$2,715-57.3%

$4,608-74.9%

$1,882-38.4%

Participant deferral / active EE

$3,467

$4,920-29.5%

$6,026-42.5%

$3,022+14.7%

Admin fee / account holder

$566-98.4%

$8,175-99.9%

$592-98.4%

Provider

Service type

Compensation

PAYCHEX, INC.1+ years

Filed as: PAYCHEX, INC

Service code 15 · EIN 16-1124166

Recordkeeping

$714

PENINSULA COMPONENTS 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PENINSULA COMPONENTS 401(K) PROFIT SHARING PLAN AND 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