Benchmarking Capital Candy 401(K) Plan in Barre, VT against all plans
Capital Candy 401(K) Plan in Barre, VT has the 3rd-highest yield on beginning-of-plan-year total assets (-12.23%) among the 72 Vermont plans. That -12.23% compares to an average of -16.46% across those 72 plans.
Beating the average of -16.46% means an extra $256,995 in net earnings on investments.
Note: yield on beginning-of-plan-year total assets =
(100 * net earnings on investments) รท total assets at beginning of plan year
Capital Candy 401(K) Plan has these standings among those 72 peer plans:
Beating the average of -16.46% means an extra $256,995 in net earnings on investments.
Note: yield on beginning-of-plan-year total assets =
(100 * net earnings on investments) รท total assets at beginning of plan year
Capital Candy 401(K) Plan has these standings among those 72 peer plans:
- yield on beginning-of-plan-year total assets = -12.23% (3rd-highest)
- net earnings on investments = -$743,057 (27th-highest)
- total assets at beginning of plan year = $6,075,130 (33rd-least)
- asset transfers to the plan = $0
- asset transfers from the plan = $0
- cash contributions from participants = $187,059
- cash contributions from employers = $100,215
- total contributions = $287,274
Visualize
Peers
beat out by Area Resource for Individual Services, Inc. and Members Retirement Plan in White River Junction, VT (-6.90%) and Smugglers' Notch Resort 401(K) Profit Sharing Plan in Jeffersonville, VT (-11.48%).
beat Manufacturing Solutions Inc. 401(K) Plan in Morrisville, VT (-13.06%), Swenson Granite 401(K) Plan in Graniteville, VT (-13.31%), Lamoille Health Partners 401(K) Plan in Morrisville, VT (-13.47%), and Midway/Donuts of Rutland 401(K) Plan in Rutland, VT (-13.53%), and 65 others, ending with R. L. Vallee, Inc. Profit Sharing/401(K) Plan in St Albans, VT (-24.02%).
beat Manufacturing Solutions Inc. 401(K) Plan in Morrisville, VT (-13.06%), Swenson Granite 401(K) Plan in Graniteville, VT (-13.31%), Lamoille Health Partners 401(K) Plan in Morrisville, VT (-13.47%), and Midway/Donuts of Rutland 401(K) Plan in Rutland, VT (-13.53%), and 65 others, ending with R. L. Vallee, Inc. Profit Sharing/401(K) Plan in St Albans, VT (-24.02%).
References
- in state. Except where noted, all data come from the 25-July-2024 updates to the year-2022 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
- yield on beginning-of-plan-year total assets. Higher values are better. To qualify, the total assets at the beginning of the plan year must be above zero, and either (1) both the asset transfers to the plan and asset transfers from the plan during the plan year must be zero, or (2) the sum of the absolute values of both asset transfers must be less than 1% of the total assets at the beginning of the plan year. If it qualifies, the yield on beginning-of-plan-year total assets (as a percentage) equals net earnings on investments divided by total assets at the beginning of the plan year, times 100. The above quantities are all from Schedule H: Assets transfer to the plan is Line 2l(1). Assets transfer from the plan is Line 2l(2). Net earnings on investments is the sum of the ten column (b) entries from 2b, minus investment advisory and management fees (Line 2i(3)). Total assets at the beginning of the plan year is Line 1f(a). Except where noted, all data come from the 25-July-2024 updates to the year-2022 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.