Retirement plan

ANALOGIC 401(K) PLAN

Name: ANALOGIC CORPORATION - ANALOGIC 401(K) PLAN (2017) Form 5500
Creator: ANALOGIC CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ANALOGIC 401(K) PLAN, ANALOGIC CORPORATION

ANALOGIC CORPORATIONEIN 04-2454372Plan #001PY 2017

8 CENTENNIAL DRIVE - PEABODY, MA 01960978-977-3000analogic.comLinkedIn1001-5000 employeessecurity and investigations

Prospect flagsLow returnsCorrective distributions

Top hat statement on fileNQDC

Filed September 17, 2008

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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Total assets (EOY)

$193.8M

+10.1% from 2016

Total participants

1,428

-15.4% from 2016

Average account balance

$138,593

+29.9% from 2016

Annual return

13.23%

+5.45 pp from 2016

Benchmarks

See 2,359 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort2,359 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$179.29M

Not enough data

1 years with asset history on file

Average account balance

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

$186K

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.

965

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.

97.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$8.12M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+12.06%

Not enough data

1 years with return on file

Admin fee / account holder

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

$355

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

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Service providers

Top 10 by compensation

Provider	Service type	Compensation
SAGEVIEW ADVISORY GROUP, LLC3+ years Service code 27 · EIN 33-0818667	Advisory (Plan)	$70,000
BLUM SHAPIRO1 year Filed as: BLUM SHAPIRO & CO., P.C. Service code 38 · EIN 06-1009205	Participant Communication	$16,000
MASSACHUSETTS MUTUAL LIFE INS. CO.3+ years Service code 52 · EIN 04-1590850	Indirect Investment Fees	$12,085
MASSACHUSETTS MUTUAL LIFE INS. CO.1 year Filed as: MASSMUTUAL LIFE INSURANCE COMPANY Service code 38 · EIN 04-1590850	Participant Communication	$11,676
AMERICAN FUNDS1 year Service code 52 · EIN 94-6050854	Indirect Investment Fees	$0
DIAMOND HILL1 year Service code 52 · EIN 31-6547095	Indirect Investment Fees	$0
FRANKLIN TEMPLETON1 year Filed as: FRANKLINTEMPLETON Service code 52 · EIN 90-0342299	Indirect Investment Fees	$0
MORGAN STANLEY SMITH BARNEY1 year Filed as: JP MORGAN Service code 52 · EIN 90-0342299	Indirect Investment Fees	$0
OPPENHEIMER1 year Service code 52 · EIN 90-0342299	Indirect Investment Fees	$0
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD Service code 52 · EIN 23-2311358	Indirect Investment Fees	$0

Plan features & details

Pension benefit codes2E2J2F2G2K3D3H2S2T

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$110K

$121 / participant

Investment mgmt$13K11.4%
Contract admin$12K10.9%
Other / not subdivided$85K77.7%

% of EOY assets

0.057%

all-in expense ratio

Categories reported

2 / 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: BLUMSHAPIRO & COMPANY PC
Auditor EIN: 061009205
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$138,593

$69,305+100.0%

$82,313+68.4%

$69,631+99.0%

Participation rate

96.7%

80.3%+16.4pp

76.9%+19.8pp

70.7%+26.0pp

Annual return

13.23%

21.47%-8.2pp

25.88%-12.6pp

27571.02%-27557.8pp

Employer contribution / active EE

$3,350

$1,887+77.6%

$2,428+38.0%

$2,032+64.8%

Participant deferral / active EE

$7,714

$3,568+116.2%

$3,706+108.1%

$3,224+139.3%

Admin fee / account holder

$79

$97-19.2%

$5,608-98.6%

$110-28.9%

Provider

Service type

Compensation

SAGEVIEW ADVISORY GROUP, LLC3+ years

Service code 27 · EIN 33-0818667

Advisory (Plan)

$70,000

BLUM SHAPIRO1 year

Filed as: BLUM SHAPIRO & CO., P.C.

Service code 38 · EIN 06-1009205

Participant Communication

$16,000

MASSACHUSETTS MUTUAL LIFE INS. CO.3+ years

Service code 52 · EIN 04-1590850

Indirect Investment Fees

$12,085

MASSACHUSETTS MUTUAL LIFE INS. CO.1 year

Filed as: MASSMUTUAL LIFE INSURANCE COMPANY

Service code 38 · EIN 04-1590850

Participant Communication

$11,676

AMERICAN FUNDS1 year

Service code 52 · EIN 94-6050854

Indirect Investment Fees

DIAMOND HILL1 year

Service code 52 · EIN 31-6547095

Indirect Investment Fees

FRANKLIN TEMPLETON1 year

Filed as: FRANKLINTEMPLETON

Service code 52 · EIN 90-0342299

Indirect Investment Fees

MORGAN STANLEY SMITH BARNEY1 year

Filed as: JP MORGAN

Service code 52 · EIN 90-0342299

Indirect Investment Fees

OPPENHEIMER1 year

Service code 52 · EIN 90-0342299

Indirect Investment Fees

THE VANGUARD GROUP, INC.1 year

Filed as: VANGUARD

Service code 52 · EIN 23-2311358

Indirect Investment Fees

ANALOGIC 401(K) PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ANALOGIC 401(K) PLAN

Top hat statement on fileNQDC

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