Retirement plan

GRAPHIC MANAGEMENT PARTNERS, LLC PROFIT SHARING PLAN

Name: GRAPHIC MANAGEMENT PARTNERS, LLC - GRAPHIC MANAGEMENT PARTNERS, LLC PROFIT SHARING PLAN (2015) Form 5500
Creator: GRAPHIC MANAGEMENT PARTNERS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GRAPHIC MANAGEMENT PARTNERS, LLC PROFIT SHARING PLAN, GRAPHIC MANAGEMENT PARTNERS, LLC

GRAPHIC MANAGEMENT PARTNERS, LLCEIN 01-0577049Plan #001PY 2015

47 PURDY AVENUE - PORT CHESTER, NY 105735028914-939-0571gmprt.comLinkedIn51-200 employeesprinting

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2M

No prior year

Total participants

No prior year

Average account balance

$29,059

No prior year

Annual return

-0.11%

No prior year

Benchmarks

See 3,280 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants25-99

Cohort3,280 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.25M

Not enough data

1 years with asset history on file

Average account balance

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

$191K

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.

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.

45.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$91K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+12.21%

Not enough data

1 years with return on file

Admin fee / account holder

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

$34866

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

0 years with F_SCH_H allocation on file

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

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$128K

$1784 / participant

Other / not subdivided$128K100.0%

% of EOY assets

6.316%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$29,059

$39,798-27.0%

$67,704-57.1%

$59,633-51.3%

Participation rate

97.2%

57.4%+39.9pp

67.5%+29.7pp

68.7%+28.6pp

Annual return

-0.11%

89.94%-90.0pp

25.41%-25.5pp

2041.45%-2041.6pp

Employer contribution / active EE

$1,393-100.0%

$2,559-100.0%

$2,203-100.0%

Participant deferral / active EE

$1,238

$2,335-47.0%

$3,585-65.5%

$3,192-61.2%

Admin fee / account holder

$1,835

$3,212-42.9%

$4,255-56.9%

$4,297-57.3%

GRAPHIC MANAGEMENT PARTNERS, LLC PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GRAPHIC MANAGEMENT PARTNERS, LLC 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