Retirement plan

AXEL PLASTICS RESEARCH LABORAT 401 K PROFIT SHARING PLAN TRUST

Name: AXEL PLASTICS RESEARCH LABORAT - AXEL PLASTICS RESEARCH LABORAT 401 K PROFIT SHARING PLAN TRUST (2017) Form 5500
Creator: AXEL PLASTICS RESEARCH LABORAT
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AXEL PLASTICS RESEARCH LABORAT 401 K PROFIT SHARING PLAN TRUST, AXEL PLASTICS RESEARCH LABORAT

AXEL PLASTICS RESEARCH LABORATEIN 11-2101704Plan #001PY 2017

50 CAMBRIDGE DR - MONROE, CT 064682661718-672-8300

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.9M

+25.4% from 2016

Total participants

+2.4% from 2016

Average account balance

$47,112

+19.3% from 2016

Annual return

15.85%

+9.02 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

$3.97M

Not enough data

1 years with asset history on file

Average account balance

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

$53K

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.

187.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$445K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+16.28%

Not enough data

1 years with return on file

Admin fee / account holder

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

$21153

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

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

$144K

$4954 / participant

Other / not subdivided$144K100.0%

% of EOY assets

7.438%

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

$47,112

$67,411-30.1%

$91,004-48.2%

$70,126-32.8%

Participation rate

93.1%

71.4%+21.7pp

75.6%+17.5pp

69.5%+23.6pp

Annual return

15.85%

-40.16%+56.0pp

4.60%+11.3pp

73.15%-57.3pp

Employer contribution / active EE

$3,672

$1,786+105.6%

$2,456+49.5%

$2,343+56.8%

Participant deferral / active EE

$6,142

$2,823+117.6%

$3,548+73.1%

$3,332+84.4%

Admin fee / account holder

$3,504

$4,236-17.3%

$5,417-35.3%

$4,645-24.6%

AXEL PLASTICS RESEARCH LABORAT 401 K PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AXEL PLASTICS RESEARCH LABORAT 401 K 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