Plans » Benchmarking Engine
Benchmarking Peterson Holding Co. Incentive Retirement Plan in San Leandro, CA against
good (3)
neutral (6)
Peterson Holding Co. Incentive Retirement Plan in San Leandro, CA has the 7th-most in total assets ($219.50M) of the 98 plans in California that are lower than the overall administrative medians in each of other administrative expenses, total administrative expenses, and total administrative expense ratio. Those $219.50M compare to an average of $146.50M across the 98 plans.
Peterson Holding Co. Incentive Retirement Plan has these nationwide comparisons, plus standings among those 98 plans:
Peterson Holding Co. Incentive Retirement Plan has these nationwide comparisons, plus standings among those 98 plans:
- professional fees = $82,479 (the highest)
the nationwide median is $0 - contract administrator fees = $0 (the lowest, tied)
the nationwide median is $0 - investment advisory and management fees = $0 (the lowest, tied)
the nationwide median is $0 - other administrative expenses = $0 (10th-lowest, tied)
the nationwide median is $31,679 - total administrative expenses = $82,479 (10th-highest)
the nationwide median is $138,186 - total administrative expense ratio = 0.038% (21st-highest)
the nationwide median is 0.093%
outdone by Kaiser Aluminum Fabricated Products, LLC Savings and Investment Plan in Foothill Ranch, CA ($249.80M), NMB (USA) Inc. Retirement Savings Plus Plan in Chatsworth, CA ($248.30M), Wind River Systems, Inc. 401(K) Plan in Alameda, CA ($243.00M), and Westfield, LLC 401(K) Plan in Century City, CA ($232.90M), and 2 others, ending with Carl Zeiss Meditec, Inc. Retirement and Investment Plan in Dublin, CA ($219.60M).
outdid Medical Clinic of Sacramento, Inc. 401(K) Plan in Sacramento, CA ($209.80M), Lions Gate Entertainment Inc. 401(K) Plan in Santa Monica, CA ($209.00M), Osisoft, LLC Section 401(K) Plan in San Leandro, CA ($207.90M), and Headway Technologies, Inc. 401(K) Savings and Retirement Plan in Milpitas, CA ($204.40M), and 87 others, ending with Magtek Profit Sharing/401(K) Plan in Seal Beach, CA ($100.00M).
outdid Medical Clinic of Sacramento, Inc. 401(K) Plan in Sacramento, CA ($209.80M), Lions Gate Entertainment Inc. 401(K) Plan in Santa Monica, CA ($209.00M), Osisoft, LLC Section 401(K) Plan in San Leandro, CA ($207.90M), and Headway Technologies, Inc. 401(K) Savings and Retirement Plan in Milpitas, CA ($204.40M), and 87 others, ending with Magtek Profit Sharing/401(K) Plan in Seal Beach, CA ($100.00M).
- are lower than the overall administrative medians in. Bigger sets are better. (1) The median nationwide value of professional fees is $0.00, so better is below that. From Line 2i(1), Schedule H. Includes the total fees paid (or in the case of accrual basis plans, costs incurred during the plan year but not paid as of the end of the plan year) by the plan for outside accounting, actuarial, legal, and valuation/appraisal services. Includes fees for the annual audit of the plan by an independent qualified public accountant (IQPA); for payroll audits; for accounting/bookkeeping services; for actuarial services rendered to the plan; and to a lawyer for rendering legal opinions, litigation, and advice (but not for providing legal services as a benefit to plan participants). Reports fees and expenses for corporate trustees and individual plan trustees, including reimbursement of expenses associated with trustees, such as lost time, seminars, travel, meetings, etc. Includes the fee(s) for valuations or appraisals to determine the cost, quality, or value of an item such as real property, personal property (gemstones, coins, etc.), and for valuations of closely held securities for which there is no ready market. Does not include amounts paid to plan employees to perform bookkeeping/accounting functions that should be included in line 2i(4). A missing entry from the Schedule H is here assigned a value of $0. (2) The median nationwide value of contract administrator fees is $0.00, so better is below that. From Line 2i(2), Schedule H. The total fees paid (or in the case of accrual basis plans, costs incurred during the plan year but not paid as of the end of the plan year) to a contract administrator for performing administrative services for the plan. For purposes of the return/report, a contract administrator is any individual, partnership, or corporation, responsible for managing the clerical operations (e.g., handling membership rosters, claims payments, maintaining books and records) of the plan on a contractual basis. Does not include salaried staff or employees of the plan or banks or insurance carriers. A missing entry from the Schedule H is here assigned a value of $0. (3) The median nationwide value of investment advisory and management fees is $0.00, so better is below that. From Line 2i(3), Schedule H. The total fees paid (or in the case of accrual basis plans, costs incurred during the plan year but not paid as of the end of the plan year) to an individual, partnership or corporation (or other person) for advice to the plan relating to its investment portfolio. These may include fees paid to manage the plan’s investments, fees for specific advice on a particular investment, and fees for the evaluation for the plan’s investment performance. A missing entry from the Schedule H is here assigned a value of $0. (4) The median nationwide value of other administrative expenses is $31,679, so better is below that. From Line 2i(4), Schedule H. Other expenses are those that cannot be included in 2i(1) through 2i(3). These may include plan expenditures such as salaries and other compensation and allowances (e.g., payment of premiums to provide health insurance benefits to plan employees), expenses for office supplies and equipment, cars, telephone, postage, rent, expenses associated with the ownership of a building used in the operation of the plan, and all miscellaneous expenses. Includes premium payments to the PBGC when paid from plan assets. A missing entry from the Schedule H is here assigned a value of $0. (5) The median nationwide value of total administrative expenses is $138,186, so better is below that. From Line 2i(5), Schedule H. A missing entry from the Schedule H is here assigned a value of $0. (6) The median nationwide value of total administrative expense ratio is 0.093%, so better is below that. Total administrative expense ratio (as a percentage) equals total administrative expenses (Line 2i(5), Schedule H) divided by total assets (Line 1f of Schedule H), multiplied by 100. Some comparison measures have prerequisites that must be satisfied in order to keep their numeric values, otherwise their value becomes N/A. Except where noted, all data come from the 25-Mar-2022 updates to the year-2020 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
- in state. Except where noted, all data come from the 25-Mar-2022 updates to the year-2020 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
- total assets. At end of plan year. Line 1f of Schedule H. Except where noted, all data come from the 25-Mar-2022 updates to the year-2020 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
Peterson Holding Co. Incentive Retirement Plan in San Leandro, CA is in California, is in the Western states, its EIN is 942420293, its industry group is Machinery, Equipment, and Supplies Merchant Wholesalers, its plan administrator is Elizabeth Haisley, a profit-sharing plan, covered by a fidelity bond, self-administered by the plan sponsor, is a single-employer plan, has total assets of $100M to $250M, has 1,000 to 4,999 total participants, is worse than the overall participant averages in each of average account balance, active-participant contributions per head, and employer contributions per active participant, and is lower than the overall administrative medians in each of other administrative expenses, total administrative expenses, and total administrative expense ratio.
Global References
Numeric values:
- total assets ($219.50M)
- net assets (assets minus liabilities) ($219.50M)
- corporate common stocks (other than employer securities) ($155,833,303)
- corporate preferred stocks (other than employer securities) ($34,715,063)
- total income ($28,302,704)
- corporate debt instruments (below preferred & other than employer securities) ($25,228,649)
- total expenses ($16,193,233)
- net income ($12,109,471)
- total contributions ($9,974,071)
- cash contributions from participants ($7,731,784)
- interest-bearing cash (e.g., money market accounts, certificates of deposit) ($1,998,483)
- cash contributions from employers ($1,853,105)
- participant loans ($1,206,242)
- receivables employer contributions ($452,504)
- average account balance ($105,936)
- professional fees ($82,479)
- total administrative expenses ($82,479)
- total noninterest-bearing cash ($49,377)
- net income per active participant ($9,119)
- average participant cash contribution per active participant ($5,822)
- average employer cash contribution per active participant ($1,395)
- total administrative expense per participant ($39.81)
- receivables participant contributions ($0)
- other receivables (not employer nor participant contributions) ($0)
- U.S. government securities ($0.0K)
- corporate debt instruments (preferred & other than employer securities) ($0)
- partnership/joint venture interests ($0)
- real estate (other than employer real property) ($0)
- loans (other than to participants) ($0)
- value of interest in common/collective trusts ($0)
- value of interest in pooled separate accounts ($0)
- value of interest in master trust investment accounts ($0.0K)
- value of interest in 103-12 investment entities ($0)
- value of interest in registered investment companies (e.g., mutual funds) ($0.0K)
- value of funds held in insurance company general account (unallocated contracts) ($0)
- other general investments ($0)
- employer-related securities investments ($0)
- employer-related real-property investments ($0)
- buildings and other property used in plan operation ($0)
- total liabilities ($0)
- contract administrator fees ($0)
- investment advisory and management fees ($0)
- other administrative expenses ($0)
- percentage of active participants at the end of the plan year (64.1%)
- diversity of asset types (27.4%)
- participant loans as a percentage of plan assets (0.55%)
- total administrative expense ratio (0.038%)
- employer securities as a percentage of plan assets (0.00%)
- active participants at the end of the plan year (1,328)
- deceased participants whose beneficiaries receive or are entitled to benefits (14)
- living participants (2,058)
- other retired or separated participants entitled to future benefits (717)
- retired or separated participants receiving benefits (13)
- total participants (2,072)
Global References