Retirement plan

HSM PACKAGING CORPORATION, 401(K) PROFIT SHARING PLAN

Name: HSM PACKAGING CORPORATION - HSM PACKAGING CORPORATION, 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: HSM PACKAGING CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HSM PACKAGING CORPORATION, 401(K) PROFIT SHARING PLAN, HSM PACKAGING CORPORATION

HSM PACKAGING CORPORATIONEIN 15-0508792Plan #001PY 2017

4529 CROWN ROAD - LIVERPOOL, NY 13090315-476-7996hsmpackaging.comLinkedIn51-200 employeespackaging and containers

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$1.7M

+21.9% from 2016

Total participants

+12.3% from 2016

Average account balance

$29,467

+15.4% from 2016

Annual return

13.67%

+6.14 pp from 2016

Benchmarks

See 9,327 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants25-99

Cohort9,327 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.05M

Not enough data

1 years with asset history on file

Average account balance

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

$56K

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.

107.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$248K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+11.84%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4629

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

1 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$11K

$169 / participant

Other / not subdivided$11K100.0%

% of EOY assets

0.655%

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

$29,467

$78,707-62.6%

$117,861-75.0%

$70,126-58.0%

Participation rate

73.4%

73.2%+0.2pp

79.7%-6.2pp

69.5%+3.9pp

Annual return

13.67%

23.30%-9.6pp

335.11%-321.4pp

73.15%-59.5pp

Employer contribution / active EE

$2,223-100.0%

$3,786-100.0%

$2,343-100.0%

Participant deferral / active EE

$1,909

$3,297-42.1%

$4,482-57.4%

$3,332-42.7%

Admin fee / account holder

$193

$5,066-96.2%

$8,021-97.6%

$4,645-95.8%

HSM PACKAGING CORPORATION, 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HSM PACKAGING CORPORATION, 401(K) 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