Retirement plan

CHEMWERTH, INC PROFIT SHARING 401(K) PLAN

Name: CHEMWERTH, INC - CHEMWERTH, INC PROFIT SHARING 401(K) PLAN (2016) Form 5500
Creator: CHEMWERTH, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHEMWERTH, INC PROFIT SHARING 401(K) PLAN, CHEMWERTH, INC

CHEMWERTH, INCEIN 06-1087441Plan #001PY 2016

1764 LITCHFIELD TURNPIKE, SUITE 202 - WOODBRIDGE, CT 06525203-392-0460chemwerth.comLinkedIn51-200 employeespharmaceuticals

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$12.1M

No prior year

Total participants

No prior year

Average account balance

$303,622

No prior year

Annual return

8.62%

No prior year

Benchmarks

See 9,335 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants25-99

Cohort9,335 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$27.76M

Not enough data

1 years with asset history on file

Average account balance

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

$617K

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.

180.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$975K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$39K

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

+16.22%

Not enough data

1 years with return on file

Admin fee / account holder

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

$14766

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 codes2E3D2G2J2F2T

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

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

$167K

$6697 / participant

Other / not subdivided$167K100.0%

% of EOY assets

1.378%

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

$303,622

$69,977+333.9%

$108,579+179.6%

$62,891+382.8%

Participation rate

84.0%

72.9%+11.1pp

79.6%+4.4pp

69.3%+14.7pp

Annual return

8.62%

10.73%-2.1pp

-51.70%+60.3pp

20.14%-11.5pp

Employer contribution / active EE

$15,556

$2,135+628.7%

$3,758+313.9%

$2,281+582.0%

Participant deferral / active EE

$9,668

$3,165+205.5%

$4,311+124.3%

$3,203+201.8%

Admin fee / account holder

$4,185

$5,076-17.6%

$7,645-45.3%

$4,296-2.6%

CHEMWERTH, INC PROFIT SHARING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CHEMWERTH, INC PROFIT SHARING 401(K) 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