Retirement plan

PACKAGING MACHINERY MANUFACTURERS INSTITUTE 401(K) AND PROFIT SHARING PLAN

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

PACKAGING MACHINERY MANUFACTURERS INSTITUTEEIN 13-1142150Plan #002PY 2016

11911 FREEDOM DRIVE, SUITE 600 - RESTON, VA 20190571-612-3188LinkedIn51-200 employeescivic & social organization

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$18M

+17.7% from 2015

Total participants

137

+5.4% from 2015

Average account balance

$147,902

+5.1% from 2015

Annual return

7.89%

-9.58 pp from 2015

Benchmarks

See 1,686 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants100-249

Cohort1,686 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$42.49M

Not enough data

1 years with asset history on file

Average account balance

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

$264K

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.

161

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.

88.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.22M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$27K

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

+14.54%

Not enough data

1 years with return on file

Admin fee / account holder

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

$588

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

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

Service providers

Top 3 by compensation

Provider	Service type	Compensation
RBC WEALTH MANAGEMENT1 year Filed as: RBC WEALTH MGMT A DIV OF RBC CAP Service code 27 · EIN 41-1416330 101 BARCLAY STREET · NEW YORK, NY 10286	Advisory (Plan)	$41,052
FIDELITY INVESTMENTS INSTITUTIONAL1 year Filed as: FIDELITY INVESTMENT INSTITUTIONAL Service code 60	Sub-TA Fees	$0
FIDELITY INVESTMENTS INSTITUTIONAL1 year Service code 60 · EIN 04-2647786 82 DEVONSHIRE STREET · BOSTON, MA 02109	Sub-TA Fees	$0

Plan features & details

Pension benefit codes2E2F2G2J2K

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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$23K

$219 / participant

Other / not subdivided$23K100.0%

% of EOY assets

0.128%

all-in expense ratio

Categories reported

0 / 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: RSM US LLP
Auditor EIN: 420714325
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$147,902

$43,423+240.6%

$78,676+88.0%

$55,167+168.1%

Participation rate

85.8%

68.0%+17.8pp

73.6%+12.3pp

69.0%+16.9pp

Annual return

7.89%

11.53%-3.6pp

62.19%-54.3pp

169.23%-161.3pp

Employer contribution / active EE

$12,143

$1,997+508.1%

$2,850+326.1%

$1,963+518.7%

Participant deferral / active EE

$7,016

$2,509+179.7%

$3,517+99.5%

$3,054+129.7%

Admin fee / account holder

$190

$416-54.4%

$4,510-95.8%

$504-62.3%

Provider

Service type

Compensation

RBC WEALTH MANAGEMENT1 year

Filed as: RBC WEALTH MGMT A DIV OF RBC CAP

Service code 27 · EIN 41-1416330

101 BARCLAY STREET · NEW YORK, NY 10286

Advisory (Plan)

$41,052

FIDELITY INVESTMENTS INSTITUTIONAL1 year

Filed as: FIDELITY INVESTMENT INSTITUTIONAL

Service code 60

Sub-TA Fees

FIDELITY INVESTMENTS INSTITUTIONAL1 year

Service code 60 · EIN 04-2647786

82 DEVONSHIRE STREET · BOSTON, MA 02109

Sub-TA Fees

PACKAGING MACHINERY MANUFACTURERS INSTITUTE 401(K) AND PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PACKAGING MACHINERY MANUFACTURERS INSTITUTE 401(K) AND PROFIT SHARING 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