Retirement plan

SCENTAIR RETIREMENT SAVINGS PLAN

Name: SCENTAIR TECHNOLOGIES - SCENTAIR RETIREMENT SAVINGS PLAN (2017) Form 5500
Creator: SCENTAIR TECHNOLOGIES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SCENTAIR RETIREMENT SAVINGS PLAN, SCENTAIR TECHNOLOGIES

SCENTAIR TECHNOLOGIESEIN 94-3358167Plan #001PY 2017

14301-G SOUTH LAKES DRIVE - CHARLOTTE, NC 282730023704-504-2320LinkedIn1-10 employeeswholesale

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$8.3M

+20.2% from 2016

Total participants

421

+28.4% from 2016

Average account balance

$22,100

-16.2% from 2016

Annual return

18.07%

-3.06 pp from 2016

Benchmarks

See 2,359 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort2,359 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$14.35M

Not enough data

1 years with asset history on file

Average account balance

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

$29K

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.

492

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.

97.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.60M

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

+15.49%

Not enough data

1 years with return on file

Admin fee / account holder

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

$246

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 4 by compensation

Provider	Service type	Compensation
GREAT-WEST LIFE & ANNUITY INSURANCE1 year Filed as: EMPOWER Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Investment Management	$64,571
JONES GREGG FINANCIAL1 year Filed as: JONES GREGG FINANCIAL LLC Service code 27 · EIN 26-0700134 5690 FAIRVIEW RD. SUITE 400 · CHARLOTTE, NC 28210	Advisory (Plan)	$36,763
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA SERVICES, INC. 133745616 Service code 13 6830 COMMERCE COURT DR. · BLACKLICK, OH 43004	Contract Administrator	$5,220
WLR & ASSOCIATES, INC.3+ years Service code 13 · EIN 01-0556486 5500 77 CENTER DRIVE, SUITE 150 · CHARLOTTE, NC 28217	Contract Administrator	$0

Plan features & details

Pension benefit codes2E3D2F2G2J2K

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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 assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$65K

$222 / participant

Investment mgmt$65K100.0%

% of EOY assets

0.787%

all-in expense ratio

Categories reported

1 / 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: PARSONS CPA, PLLC
Auditor EIN: 274214364
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$22,100

$69,305-68.1%

$82,312-73.2%

$69,631-68.3%

Participation rate

84.7%

80.3%+4.5pp

76.9%+7.9pp

70.7%+14.1pp

Annual return

18.07%

21.47%-3.4pp

25.88%-7.8pp

27571.02%-27553.0pp

Employer contribution / active EE

$1,688

$1,887-10.5%

$2,428-30.5%

$2,032-16.9%

Participant deferral / active EE

$2,826

$3,568-20.8%

$3,706-23.7%

$3,224-12.3%

Admin fee / account holder

$174

$97+78.9%

$5,608-96.9%

$110+57.4%

Provider

Service type

Compensation

GREAT-WEST LIFE & ANNUITY INSURANCE1 year

Filed as: EMPOWER

Service code 28 · EIN 84-0467907

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Investment Management

$64,571

JONES GREGG FINANCIAL1 year

Filed as: JONES GREGG FINANCIAL LLC

Service code 27 · EIN 26-0700134

5690 FAIRVIEW RD. SUITE 400 · CHARLOTTE, NC 28210

Advisory (Plan)

$36,763

PENTEGRA SERVICES, INC.1 year

Filed as: PENTEGRA SERVICES, INC. 133745616

Service code 13

6830 COMMERCE COURT DR. · BLACKLICK, OH 43004

Contract Administrator

$5,220

WLR & ASSOCIATES, INC.3+ years

Service code 13 · EIN 01-0556486

5500 77 CENTER DRIVE, SUITE 150 · CHARLOTTE, NC 28217

Contract Administrator

SCENTAIR RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SCENTAIR RETIREMENT SAVINGS 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