Retirement plan

PRUDENTIAL LIGHTING PROFIT SHARING PLAN

Name: PRUDENTIAL LIGHTING CORPORATION - PRUDENTIAL LIGHTING PROFIT SHARING PLAN (2016) Form 5500
Creator: PRUDENTIAL LIGHTING CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PRUDENTIAL LIGHTING PROFIT SHARING PLAN, PRUDENTIAL LIGHTING CORPORATION

PRUDENTIAL LIGHTING CORPORATIONEIN 95-1851553Plan #001PY 2016

1774 E. 21ST STREET - LOS ANGELES, CA 90058213-746-0360prulite.comLinkedIn51-200 employeeselectrical/electronic manufacturing

Other plans on this EIN

1 filing

#002Retirement-$725K assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$32.4M

+8.4% from 2015

Total participants

142

+9.2% from 2015

Average account balance

$227,882

-0.8% from 2015

Annual return

1.88%

-0.36 pp from 2015

Benchmarks

See 4,221 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort4,221 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$57.62M

Not enough data

1 years with asset history on file

Average account balance

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

$358K

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.

161

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.76M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+8.86%

Not enough data

1 years with return on file

Admin fee / account holder

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

$216

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 2 by compensation

Provider	Service type	Compensation
PRUDENTIAL RETIREMENT INSURANCE AND2+ years Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670	Contract Administrator	$750
BAY COLONY ADVISORS2+ years Filed as: BAY MUTUAL FINANCIAL Service code 33 · EIN 38-3694155	Securities brokerage; Securities brok...	$0

Plan features & details

Pension benefit codes2E2F2G3D2T

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.
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

$11K

$86 / participant

Other / not subdivided$11K100.0%

% of EOY assets

0.033%

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: NSBN LLP
Auditor EIN: 952399533
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$227,882

$60,165+278.8%

$74,184+207.2%

$55,167+313.1%

Participation rate

100.0%

74.2%+25.8pp

76.6%+23.4pp

69.0%+31.0pp

Annual return

1.88%

10.00%-8.1pp

17.74%-15.9pp

169.23%-167.3pp

Employer contribution / active EE

$17,109

$1,600+969.5%

$2,370+621.9%

$1,963+771.7%

Participant deferral / active EE

$2,973-100.0%

$3,550-100.0%

$3,054-100.0%

Admin fee / account holder

$76

$419-81.8%

$5,586-98.6%

$504-84.9%

Provider

Service type

Compensation

PRUDENTIAL RETIREMENT INSURANCE AND2+ years

Filed as: THE PRUDENTIAL INSURANCE COMPANY OF

Service code 13 · EIN 22-1211670

Contract Administrator

$750

BAY COLONY ADVISORS2+ years

Filed as: BAY MUTUAL FINANCIAL

Service code 33 · EIN 38-3694155

Securities brokerage; Securities brok...

PRUDENTIAL LIGHTING PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PRUDENTIAL LIGHTING 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