Retirement plan

NORTH RIVER PRESS PUBLISHING CORP. 401(K) PLAN AND TRUST

Name: NORTH RIVER PRESS PUBLISHING CORP. - NORTH RIVER PRESS PUBLISHING CORP. 401(K) PLAN AND TRUST (2024) Form 5500
Creator: NORTH RIVER PRESS PUBLISHING CORP.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NORTH RIVER PRESS PUBLISHING CORP. 401(K) PLAN AND TRUST, NORTH RIVER PRESS PUBLISHING CORP.

NORTH RIVER PRESS PUBLISHING CORP.EIN 04-3246158Plan #002PY 2024

27 ROSSETER STREET, P.O. BOX 567 - GREAT BARRINGTON, MA 01230413-528-0034northriverpress.comLinkedIn1-10 employeespublishing

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$1.4M

+20.2% from 2023

Total participants

-50.0% from 2023

Average account balance

$680,433

+140.4% from 2023

Annual return

19.87%

+7.31 pp from 2023

Benchmarks

See 12,316 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants<25

Cohort12,316 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.36M

Not enough data

1 years with asset history on file

Average account balance

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

$680K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$5K

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

+19.87%

Not enough data

1 years with return on file

Admin fee / account holder

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

$438

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$875

$438 / participant

Other / not subdivided$875100.0%

% of EOY assets

0.064%

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

$680,433

$108,912+524.8%

$100,383+577.8%

$145,959+366.2%

Participation rate

100.0%

83.0%+17.0pp

81.5%+18.5pp

80.3%+19.7pp

Annual return

19.87%

57.96%-38.1pp

49.26%-29.4pp

561.95%-542.1pp

Employer contribution / active EE

$2,405

$4,423-45.6%

$3,944-39.0%

$4,661-48.4%

Participant deferral / active EE

$8,451-100.0%

$8,086-100.0%

$6,689-100.0%

Admin fee / account holder

$438

$9,690-95.5%

$7,900-94.5%

$13,398-96.7%

NORTH RIVER PRESS PUBLISHING CORP. 401(K) PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NORTH RIVER PRESS PUBLISHING CORP. 401(K) PLAN AND 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