Retirement plan

SUPERIOR PRINTING INK CO., INC. EMPLOYEES' SAVINGS AND PROTECTION PLAN

Name: SUPERIOR PRINTING INK CO., INC - SUPERIOR PRINTING INK CO., INC. EMPLOYEES' SAVINGS AND PROTECTION PLAN (2019) Form 5500
Creator: SUPERIOR PRINTING INK CO., INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SUPERIOR PRINTING INK CO., INC. EMPLOYEES' SAVINGS AND PROTECTION PLAN, SUPERIOR PRINTING INK CO., INC

SUPERIOR PRINTING INK CO., INCEIN 13-5422130Plan #002PY 2019

100 NORTH ST. - TETERBORO, NJ 07608201-478-5600superiorink.comLinkedIn201-500 employeesprinting

Other plans on this EIN

1 filing

#001Retirement-$29.4M assets

Prospect flagsLow returnsLow employer contribution

How to read this page

Total assets (EOY)

$10.2M

-1.2% from 2018

Total participants

157

-12.8% from 2018

Average account balance

$83,377

+8.5% from 2018

Annual return

16.50%

+17.83 pp from 2018

Benchmarks

See 1,981 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort1,981 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.96M

Not enough data

1 years with asset history on file

Average account balance

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

$134K

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.

88.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$240K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+31.69%

Not enough data

1 years with return on file

Admin fee / account holder

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

$8921

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

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Service providers

Top 10 of 14 by compensation

Provider	Service type	Compensation
LOEB4 years Filed as: LOEB & TROPER LLP Service code 10 · EIN 13-1517563	Accounting	$11,500
USI CONSULTING GROUP5+ years Filed as: USI SECURITIES INC Service code 53 · EIN 06-1493970	Insurance Commissions	$10,362
MASSACHUSETTS MUTUAL LIFE INS. CO.5+ years Service code 49 · EIN 04-1590850	Other Services	$3,411
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037	Indirect Investment Fees	$0
FRANKLIN TEMPLETON3 years Filed as: FRANKLINTEMPLETON Service code 52 · EIN 13-3151768	Indirect Investment Fees	$0
INVESCO1 year Service code 52 · EIN 93-6305075	Indirect Investment Fees	$0
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN Service code 52 · EIN 13-3963293	Indirect Investment Fees	$0
MFS INVESTMENT MANAGEMENT3 years Service code 52 · EIN 04-3158862	Indirect Investment Fees	$0
PGIM INVESTMENTS3 years Service code 52 · EIN 22-3468527	Indirect Investment Fees	$0
PIMCO FUNDS3 years Service code 52 · EIN 95-2632339	Indirect Investment Fees	$0

Plan features & details

Pension benefit codes2E2J2F2G2K3D2T

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.
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

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$15K

$121 / participant

Contract admin$3K22.9%
Other / not subdivided$12K77.1%

% of EOY assets

0.147%

all-in expense ratio

Categories reported

1 / 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: BKD LLP
Auditor EIN: 440160260
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$83,377

$66,319+25.7%

$93,621-10.9%

$65,185+27.9%

Participation rate

71.5%

74.0%-2.5pp

75.8%-4.3pp

70.2%+1.3pp

Annual return

16.50%

42.59%-26.1pp

32.76%-16.3pp

29.38%-12.9pp

Employer contribution / active EE

-$3

$2,013-100.2%

$2,719-100.1%

$2,177-100.2%

Participant deferral / active EE

$2,635

$3,343-21.2%

$4,070-35.2%

$3,514-25.0%

Admin fee / account holder

$122

$6,900-98.2%

$7,890-98.5%

$847-85.6%

Provider

Service type

Compensation

LOEB4 years

Filed as: LOEB & TROPER LLP

Service code 10 · EIN 13-1517563

Accounting

$11,500

USI CONSULTING GROUP5+ years

Filed as: USI SECURITIES INC

Service code 53 · EIN 06-1493970

Insurance Commissions

$10,362

MASSACHUSETTS MUTUAL LIFE INS. CO.5+ years

Service code 49 · EIN 04-1590850

Other Services

$3,411

AMERICAN FUNDS3 years

Service code 52 · EIN 95-1411037

Indirect Investment Fees

FRANKLIN TEMPLETON3 years

Filed as: FRANKLINTEMPLETON

Service code 52 · EIN 13-3151768

Indirect Investment Fees

INVESCO1 year

Service code 52 · EIN 93-6305075

Indirect Investment Fees

MORGAN STANLEY SMITH BARNEY3 years

Filed as: JP MORGAN

Service code 52 · EIN 13-3963293

Indirect Investment Fees

MFS INVESTMENT MANAGEMENT3 years

Service code 52 · EIN 04-3158862

Indirect Investment Fees

PGIM INVESTMENTS3 years

Service code 52 · EIN 22-3468527

Indirect Investment Fees

PIMCO FUNDS3 years

Service code 52 · EIN 95-2632339

Indirect Investment Fees

SUPERIOR PRINTING INK CO., INC. EMPLOYEES' SAVINGS AND PROTECTION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SUPERIOR PRINTING INK CO., INC. EMPLOYEES' SAVINGS AND PROTECTION 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