Retirement plan

BOVIE SCREEN PROCESS PRINTING 401K PROFIT SHARING PLAN & TRUST

Name: BOVIE SCREEN PROCESS PRINTING CO - BOVIE SCREEN PROCESS PRINTING 401K PROFIT SHARING PLAN & TRUST (2017) Form 5500
Creator: BOVIE SCREEN PROCESS PRINTING CO
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BOVIE SCREEN PROCESS PRINTING 401K PROFIT SHARING PLAN & TRUST, BOVIE SCREEN PROCESS PRINTING CO

BOVIE SCREEN PROCESS PRINTING COEIN 02-0279609Plan #001PY 2017

4 NORTHEAST AVE - BOW, NH 03304603-224-0651

Prospect flagsLow assets / participantLow participant contributionLow fidelity bond

How to read this page

Total assets (EOY)

$384K

+20.4% from 2016

Total participants

-2.3% from 2016

Average account balance

$10,376

+20.4% from 2016

Annual return

17.95%

+12.08 pp from 2016

Benchmarks

See 5,958 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort5,958 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$591K

Not enough data

1 years with asset history on file

Average account balance

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

$18K

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.

253.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$38K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+11.07%

Not enough data

1 years with return on file

Admin fee / account holder

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

$69

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 codes2E2F2G2J2T3D

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.
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

3 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$0 / participant

Other / not subdivided$1100.0%

% of EOY assets

0.000%

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

$10,376

$67,411-84.6%

$91,004-88.6%

$70,131-85.2%

Participation rate

83.3%

71.4%+12.0pp

75.6%+7.7pp

69.5%+13.8pp

Annual return

17.95%

-40.16%+58.1pp

4.60%+13.4pp

73.14%-55.2pp

Employer contribution / active EE

$1,786-100.0%

$2,456-100.0%

$2,342-100.0%

Participant deferral / active EE

$259

$2,823-90.8%

$3,548-92.7%

$3,332-92.2%

Admin fee / account holder

$4,236-100.0%

$5,417-100.0%

$4,645-100.0%

BOVIE SCREEN PROCESS PRINTING 401K PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BOVIE SCREEN PROCESS PRINTING 401K PROFIT SHARING PLAN & TRUST

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